Data import tips for Salesforce and the Nonprofit Starter Pack

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 and the Foundation.

Take a peek at the 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, 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.

One Response to “Data import tips for Salesforce and the Nonprofit Starter Pack”

  1. [...] watch this video from the Salesforce Foundation, and also the videos linked from this post at PicNet.  Don’t forget to bookmark the rest of the Salesforce Foundation’s videos for later [...]

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