IMPORT DATA
Video
Watch these videos to learn about data imports, cleaning your import file, managing owner and parent IDs, and more.
Trailhead
Follow this Trail to learn the basics of importing data and choosing the right tool.
Webinar
Get an overview of how to prepare, import, and manage your data.
DATA EXPORT & RECOVERY
Documentation
Export your report data as an Excel or .csv file.
Trailhead
Learn how to use the Data Export Wizard or Data Loader to prepare your backup files.
Webinar
Understand Salesforce’s data backup and disaster recovery options.
Circles of Success
Join us for an interactive discussion on Salesforce’s disaster recovery capabilities, both native and hybrid.
Discuss how streamlining and archiving data can improve the overall user experience.
UPDATE EXISTING DATA
Documentation
Learn the main ways to update data. (Tip: Always back up your data before updating. See Data Export & Recovery above for more info.)
- Data Import Wizard: How Do I Update Records?
- Data Import Wizard: Importing Campaign Members
- Data Loader: How Can I Mass Transfer Records?
- Data Loader: Perform Mass Updates
- Mass Transfer Tool: Transfer Accounts, Leads, Service Contracts, and Custom Objects
- Mass Delete Tool: Deleting Multiple Records and Reports