Summary
In this chapter, we have learned about how to identify and evaluate sources of data in order to make a recommendation on what data to load into Sales Cloud. We explored the tools that are available to load data into Salesforce and learned about the key questions and considerations when selecting tools. We learned about the data-loading process, how to create templates, common formatting requirements, what causes errors, how to identify errors, and, if required, how to undo a load. Finally, we looked at what needs to be included in a plan to load legacy data. With this information, you should be able to plan and execute data loads in Sales Cloud.
In the next chapter, we will be learning about getting sign-off for implementation milestones, including what this means and why it is an important part of your implementation delivery.
