Exporting and importing data via Workbench – Getting to Know Data Management

Workbench stands as a potent collection of web-based utilities created for administrators and developers to engage with Salesforce.com organizations using the Force.com APIs. It encompasses strong backing for various.

Exporting and importing data via Data Loader – Getting to Know Data Management

Before utilizing the Salesforce Data Loader, you must install this tool on your computer. Yes, you read that correctly! Salesforce, the platform with the cloud as its logo, pushes.

Import data via Data Import Wizard – Getting to Know Data Management

The Data Import Wizard is a straightforward tool that facilitates importing data into Salesforce. It’s available in your Organization Setup, allowing for online execution. You can insert both standard.

Exporting data via Report Export – Getting to Know Data Management

The full description of how to use Salesforce’s reporting features will be given in the Reports and Dashboards chapter. Here, we will focus only on the exporting possibilities of.