Table of Contents
How can I get the most out of Salesforce?
Maintaining clean, accurate data is one of the most important things you can do to get the most out of Salesforce. It builds the trust of your sales team and helps you work toward complying with various data protection and privacy regulations.
How do you find duplicates in Salesforce?
Find duplicates across your org by running duplicate jobs. Use reports to share job results with others, and use duplicate record sets to merge the duplicates. Use information about completed jobs to track your progress in reducing duplicate records. Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules.
What is the best tool to generate fake data in Salesforce?
Mockaroo isn’t a tool developed for the Salesforce ecosystem, but a tool designed for anyone to generate fake, but realistic data, in mass. You will see when you go to the site, the interface is super simple, you can choose your field names, choose the type of data you want to include, as well as apply filters or custom formulas.
Is there a Salesforce tool for creating opportunity fields?
Remember that this isn’t a tool created by Salesforce, so you will sometimes just have to choose field types that have a close resemblance (Like using a Grocery Product for the Opportunity name above).
How do I create a dummy account in Salesforce?
3:0216:07How to Create Dummy Data (and import to Salesforce with … – YouTubeYouTubeStart of suggested clipEnd of suggested clipI will select some contacts to import. Now i will remove id salesforce will generate its own uniqueMoreI will select some contacts to import. Now i will remove id salesforce will generate its own unique id.
How do I import sample data into Salesforce?
Download and Import the Sample DataUnder What kind of data are you importing?, choose Accounts and Contacts.Under What do you want to do?, choose Add new records.Under Where is your data located?, click CSV and select the file you just downloaded, or drag it to Drag CSV file here to upload.
How do I create data in Salesforce?
Create the Custom FieldsClick Fields & Relationships and click New.For Data Type, select Picklist, and click Next.Fill in the custom field details. … Leave everything else as is, and click Next, Next, and Save & New.For Data Type, select Picklist, and click Next.Fill in the custom field details.More items…
How do I create a Test record in Salesforce?
You can create and insert the necessary records.Click. … Select File > New > Apex Class.Name the class DataGeneration_Tests .Replace the contents of the class with the following code. … Click File > Save, then Test > New Run.Select DataGeneration_Tests, then select testBruteForceAccountCreation.Click Run.
How do I import a CSV file into Salesforce?
To upload a CSV file, click on the Upload CSV button to select the file from your computer or drag and drop your file inside the import wizard. You can import files from your PC, Dropbox account, FTP, or SFTP connection.
What is dataloader in Salesforce?
Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection.
What is Datamodeling in Salesforce?
Salesforce Data Model is essentially the manner in which tables of data are represented within your Salesforce database to make them understandable to anyone who views them. Data modeling helps you make sense of the data residing within your system.
How do I create a data loader in Salesforce?
1:293:09How to Download and Install Data Loader | Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipOnce you have installed the Zulu open JDK file on either your Mac or Windows machine go to yourMoreOnce you have installed the Zulu open JDK file on either your Mac or Windows machine go to your Salesforce org enter the text data loader in the quick find search box click on the data loader.