Success with Salesforce

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

Manage Data Effectively

Get your data into Salesforce with import, export, and update options.

IMPORT DATA

Watch these videos to learn about data imports, cleaning your import file, managing owner and parent IDs, and more.

Follow this Trail to learn the basics of importing data and choosing the right tool.

Get an overview of how to prepare, import, and manage your data.

DATA EXPORT & RECOVERY

Export your report data as an Excel or .csv file.

Learn how to use the Data Export Wizard or Data Loader to prepare your backup files.

Understand Salesforce’s data backup and disaster recovery options.

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.

BEST PRACTICES

Find the best strategies for developing quality data.

Join the Release Readiness & Feature Adoption Community

Ask Questions.

Get Answers.

Share Experiences.


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