What you'll learn

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Learn to update values on existing records in mass, instead of one record at a

Clean up existing records the easy way

All using free tools available to any SFDC Sys Admin working on a PC

Requirements

A PC computer running either Windows Vista or Windows 7 OS

Recommended: MS Excel or a similar spreadsheet program that includes a vlookup function

Description

This course is for Salesforce.com System Administrators who already know how to configure the platform, but who want to add mass data manipulation competency to their skill set. In this course you will learn how to manipulate large quantities of data at once, instead of one record at a .

You should have either completed the Udemy "Salesforce.com Admin Essentials for Bners" course or have at least a year of on-the-job experience as a Sys Admin before taking this course, since basic Admin knowledge is assumed. Note: The primary tools used in this course run on PCs, but not Macs.

In this course you will learn key skills needed in the workplace for System Administrators or Implementation consultants.

What do you do when you add a new field to existing records, given that the field will be blank on all records?

What do you do during an initial implementation of Salesforce, to get existing data from the system the company had been using into the new one?

This course will answer these questions and more. Learn the tools to use, how to use them, and the choices you will make along the way. Included are the following handouts:

A critical checklist for data migrations; and

Important keys to working with more complex migrations involving special objects like Products and Campaigns.

Once you complete this course you should feel confident working with large amounts of data with a data competency. You may even decide that you would like to specialize in this area. It is a unique skill set that even many seasoned System Administrators lack. And you can start learning now and be able to apply your skills on the job within the week.

Note that the primary tool used in the course is PC specific, but later lectures explore alternate techniques and tools that can be used in a Mac environment.

Who this course is for:

Salesforce.com System Administrators

Familiarity with creating new fields and reports is assumed



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