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Salesforce Success Cloud
Salesforce Success Cloud

Success with Salesforce

CONNECT WITH EXPERTS, GET BEST PRACTICES, AND LEARN WITH TRAILS

Manage Data Effectively

Get your data into Salesforce with our Data Wizard and Data Loader, we make the process easy to import, export, and update your data. Implement a data management strategy so you secure your data with recovery and backup plans.

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.)

BEST PRACTICES

Resources

Find the best strategies for developing quality data.

Got Questions? Join our Trailblazer Community

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