If you’re looking to import data into Salesforce for your nonprofit organization, there are a number of training resources you have at your disposal from Salesforce.com and the Salesforce.com Foundation.
Take a peek at the Salesforce.com Data Import playlist on YouTube for videos on the following topics:
- Importing Data Overview
- Preparing Your Data for Import
- Cleaning and Preparing Your Data Using Excel
- Should I Use Data Loader
- Importing Your Data in the Right Order
- Best Practices for Importing Data
And be sure to check out the following video from the Foundation on importing data into the Nonprofit Starter Pack. This is a great place to start as it gives a general overview of concepts and tools specific to the Nonprofit Starter Pack:
Happy data importing!
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This entry was posted on Thursday, December 20th, 2012 at 12:15 pm and is filed under npsf, nptech, quick tips, Salesforce.com. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.