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SUCCESS WITH SALESFORCE ESSENTIALS

GET SET UP, LEARN BEST PRACTICES, AND SUPERCHARGE YOUR SALES AND SUPPORT TEAMS

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IMPORT YOUR COMPANY’S DATA

Salesforce helps you consolidate your data, whether it’s in a spreadsheet, another system, or in email.

In this video, you will learn the key considerations when importing and managing your data.

Don’t have an existing spreadsheet of data to import into Salesforce? No problem! If you were previously keeping track of everything in a notebook, through phone calls, or by memory, you can manually input your accounts, contacts, leads, cases, and opportunities. Just go to the tab you wish to add a record to, and click the New button in the top right corner. Enter in the necessary information and click Save.

Data Import Into Salesforce.

REMOVE TRIAL DATA

After you complete these setup steps, you can delete the sample data. To do so, click on the gear icon at the top right. Then choose Basic Sales Setup and select Remove Trial Data.

RemoveTrialData

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