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Getting Started with SalesForce CRM
SalesForce Developer Track Certification
Preparation Guide II
Description:BISP is committed to provide BEST learning material to the beginners and
advance learners. In the same series, we have prepared a complete end-to
end Hands-on Beginners Gide !or Sales"orce. The docment !ocses on
basic #e$words, %ata &anagement Tools, Storage %ata and 'PI based
tools.(oin or pro!essional training program and learn !rom e)perts.
History:Version Description Change uthor Pu!lishDate"#$ Initial Draft Chandra Prakash Shar%a $"thDec &$"&"#$ 'evie()$ %it Shar%a $"thDec &$"&
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Contentsontents..........................................................................................................................
How To se psert In Sales"orce ................................................................................... /
%ata &anagement Tools .................................................................................................0
'nal$tic Snapshots.......................................................................................................0
%ata Import 1i2ard in Sales"orce ................................................................................3
Import data in three eas$ steps ................................................................................3
How To import data b$ Import %ata 1i2ard ..............................................................*4
Import 1i2ard !or 'cconts5ontacts.........................................................................*6
...................................................................................................................................... +*
.................................................................................................................................. +*
Import 1i2ard ............................................................................................................ +*
Import Soltions ........................................................................................................ +6
Import stom 7b8ects...............................................................................................+9
E)port %ata ............................................................................................................... How to ta#e E)port data in Sales"orce :..................................................................
E)port ;ow:.............................................................................................................
Schedle E)port:..................................................................................................... oader E)e !ile !rom Sles!orce.com : ................................./+
&ass Trans!er =ecords................................................................................................/
&ass %elete =ecords.................................................................................................. //
State and ontr$ Pic#lists........................................................................................./anch 1i2ard
btton clic# on this btton.
Step $ :,'!ter clic# on +aunch 7i8ard9btton, then $o have seen new screen there is two
option
*. Standard ob8ect +. stom ob8ect
- lic# on Custo% 3!ecta!ter then $o can see cstom ob8ect Tab list
. choose cstom tab an$one.
- '!ter clic# on stom Tab then $o can see new list/. there is three option select an$ one, ?"or e) :- I will select 'dd new =ecord @
- '!ter clic# on dd ne( records link$o can see new list
6. There is three option select an$ one, ?I will select S !irst option@
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Then select S option and clic# to 6ro(sebtton and select $or .S !ile. and clic#
to .e/tbtton.
Step & :,'!ter lic# to ;e)t btton Then $o can see new page it called 1dit 2appingpage, i!
$o want to mapped $or !ields ,i! need to change mapped !ield clic# on Changelin#a!ter that open new pop bo) select $or mapped !ield and clic# to %apbtton. Then
$o clic# on .e/tBtton.
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Step - :,'!ter that $o can see, $or selections list, $or import will inclde, and mapping list.
'!ter then clic# on Start i%portbtton.
Step 0 :,'!ter lic# on Start importbtton then $o can see &essage bo) clic# on 7#btton
'!ter clic# on o# btton then $o can see new screen !or related iew the details o! a
bl# data load 8ob, there $o can see all in!ormation abot ploaded !ile and $o can
all show chec# stats.
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I! $o want see $or recodes lic# on stom Tabs?E) :- Bac# o!!ices@ and clic# to Go
btton, $o can see that bellow.
.ote :, 'll so send lin# on mail b$ Sales!orce.com.
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I%port 7i8ard for ccounts;Contacts
se this wi2ard to import acconts and contacts !or mltiple sers in $or organi2ation.
Ao mst be a sales!orce.com administrator to se this wi2ard.
lic# on Start the I%port 7i8ard9 .
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Step & :, Browse .S !ile select contact matching t$pe, 'ccont &atching t$pe. i!
need to trigger pdate chec#ed trigger wor#!low rles.
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Step - :,
I! need to map contact !ields map all !ields and clic# to .e/tbtton.
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Step 0 :,
&ap contact phone and address !ields then clic# on .e/tbtton.
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Step 5 :,
&ap accont !ield i! $o want to overwrite data chec#ed 3ver(rite e/isting account
values chec# bo). then clic# on .e/tbtton.
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Step < :,
Step = :,
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Step > :,
'!ter then clic# on "inish btton.
I%port 7i8ard
Prepare $or list o! names according to the speci!ications !or mapping !ields in
$or lead import !ile.
lic# the &anage &embers drop-down btton and select 'dd &embers - Import"ile on the detail page o! the campaign $o want to pdate.
lic# Import >eads.
lic# Browse and choose $or import !ile.
Select a lead sorce.
Select an assignment rle to assign the leads.
7ptionall$ choose to se assignment rle settings to noti!$ the new record
owners.
Select the de!alt member stats !or leads with blan# or invalid statses.
Select the character encoding o! $or import !ile. &ost sers do not need to
change the de!alt setting. 7ptionall$ choose to trigger wor#!low rles !or new and pdated records.
7ptionall$ choose to trigger wor#!low rles !or new campaign members.
lic# ;e)t.
&ap the Sales"orce !ields to the !ields in $or import !ile, then clic# ;e)t.
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&ap the Sales"orce campaign member stats !ield and an$ campaign member
cstom !ields to $or import !ile, then clic# ;e)t. This is onl$ available i! $o
have campaign member cstom !ields.
lic# Import ;ow.
Ho( to I%port +ead :
Setup F Data 2anage%entF I%port +eadsthen clic# on Start The i%port
7i8ard 9
Step $ :,
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Step & :,
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Step - :,
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lic# on I%port .o(9btton then open new page clic# on Finishbtton.
I%port Solutions
The import wi2ard !or soltions allows $o to prevent the creation o! dplicate records
b$ matching records according to one o! the !ollowing !ields: soltion title, Sales"orce
I%, or e)ternal I%. In $or import !ile, inclde a colmn !or the !ield that $o are sing
!or record matching
Step $ :, chec#ed 'adiobtton ;o- insert all records in m$ import !ile.
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Step 0 :,
select ser !ield are $o inclding in $or !ile to designate soltion athors.
Step -:,
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Step 0 :, i! need to map !ield, $o can do.
Step 5 :,
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Step < :, clic# on Finishbtton.
I%port Custo% 3!ects
Import wi2ard !or cstom ob8ects allows $o to prevent the creation o! dplicate
records b$ matching records according to one o! the !ollowing !ields: cstom ob8ect
name, Sales"orce I%, or e)ternal I%. In $or import !ile, inclde a colmn !or the !ieldthat $o are sing !or record matching.
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Step $ :,
Select $or cstom ob8ect chec#ed on radio btton. then clic# on .e/tbtton.
Step & :,
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Step - :,
Step 0 :, Browse .S !ile and clic# on .e/tbtton.
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Step 5 :,
select !ield mapping and clic# on ;e)t btton.
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Step < :,lic# on I%port .o(9btton.
Step = :, lic# on "inish btton.
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1/port Data
%ata E)port !eatre is available on Sales"orce, In sales!orce.com $o can prepare acop$ o! all $or data .
on this page $o can start the e)port process manall$ or schedle it to rn
atomaticall$.
when e)port is read$ !or download, $o will receive an email containing a lin# that
allows $o to download the !iles
E)port !iles are available on this page !or /9 hors, a!ter that the$ are deleted
its available onl$ .S !ormat.
Ho( to take 1/port data in SalesForce :
lic# Setup-F Data 2anage%ent-F Data 1/port
'!ter clic# on Data 1/port$o can see new page there is two option is available
1/port .o(and Schedule 1/port $o can see below.
1/port .o(:
The E)port ;ow option prepares $or !iles !or e)port immediatel$. This option is onl$
available some time that store onl$ last e)port record.
lic# on 1/port .o(btton then $o can seen new screen, $o can see below
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Step $ :,I! $o want to e)port all data chec#ed the Include all datachec# bo), and $o want
some limited data select $o data b$ chec#ed chec# bo) and clic# to Start E)port
btton.
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'!ter clic# on Start E)port !ew second ta#e $o got one new screen and send lin# $o
mail id $o can see below. and all so chec# $or mail id.
Step - :,'!ter that $o can =e!resh $or page $o can see that lin# available on page clic# to
given below lin# and download e)port data. downloaded !ile is available in 2ip !older.
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Schedule 1/port:
Sales"orce provide to $o Schedle E)port option its allows $o to schedle the e)port
process !or wee#l$ or monthl$ intervals,
and $o can E)port b$ start date and end date.
Ao can schedle e)port data an$ da$ o! month, an$ wea# o! month, and all $o can
choose Start date to End date !or schedle e)port data.'!ter schedle $o can clic# on Savebtton.
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'!ter clic# on Save btton $o can see one message in message some write .e/t
Schedule 1/port $o can see below. $o get a remainder on this date ever$ month.
Storage *sage
Storage sage show Aor organi2ations storage sage data.
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2ass Transfer 'ecord
Sales"orce provide to &ass Trans!er tool, se this tool to trans!er mltiple acconts,
service contracts, leads and cstom ob8ects !rom one ser to another.
Ho( to go 2ass Transfer 'ecords :
clic# Setup-F Data 2anage%ent-F 2ass Transfer 'ecords
Step $ :,lic# on &ass Trans!er =ecords $o can see mass Trans!er right side on web page.
$o can see below.
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Select an$ one option clic# to an$ lin#.?E) :- Trans!er Positions@ then open new web
page $o can see below.
Step & :,+?*@ :- "ind positions that match the !ollowing criteria. Select vale b$ sing dropdown
i! not select an$ !ield $o can directl$ !ind.
+?+@ :- lic# to "indbtton !or !ind the vales. I! vale is available show below on !indbtton, i! not vale not available there nothing print.
+?@ :- lic# on >oo#p btton and select Trans!er "rom and select name on given list.
+?/@ :- lic# >oo#p btton and select Trans!er To select name on given list.
+?6@ :- hec# bo) chec#ed which want to trans!er
+?
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Step & :,&?$@ :,"ind ontacts that match the !ollowing criteria. this is not a mandator$ !ield $o
can withot select an$ !ield search directl$.
&?&@ :,lic# to search records.
&?-@ :,I! want to delete permanentl$ chec# this chec# bo), else nchec#ed this chec#
bo).
&?0@ :,lic# to here to chec#ed chec# bo)s which want to delete.
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These are all Standard
7b8ects
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&?5@ :,lic# to %elete btton !or delete records.
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Data +oader in SalesForce#co%Sales"orce provide to $o client application it is data loader !or wor# the bl# import or
e)port o! data.
se it to Insert, pdate, psert, %elete, E)port or E)tract 'll sales!orce.com records.
Ho( to do(nload Data +oader 1/e file fro% Slesforce#co% :
lic# to Setup-F Data 2anage%ent-FData loader
Then $o can see lin# !or download Data +oaderE)e.
'!ter download %ata >oader Install this on $or machine. Then clic# to %ata >oader
icon, a!ter that open one window $o can see below.
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2ass Transfer 'ecords
sing &ass Trans!er =ecords $o can trans!er stom record or Standard recorder
Trans!er one ser to another ser. Select an$ ser on clic# lin# .
Step $ :,
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2ass Delete 'ecords
Ao can delete mltiple contacts, leads, cases, soltions, acconts, prodcts or
activities at one time. b$ sing mass delete records $o can delete Standard record .
Be!ore $o se mass delete, we strongl$ sggest $o rn a report to archive $or
in!ormation.
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clic# on Search btton then $o can see search reslt chec#ed delete !ields. $o can
see below.
Then $o can clic# on Deletebtton.
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State and Country Picklists
State and contr$ pic#lists allow sers to select states and contries !rom prede!ined,
standardi2ed lists, instead o! entering state and contr$ data into te)t !ields. State and
contr$ pic#lists allow !or !aster and easier data entr$ and help to ensre cleaner data
that can be leveraged !or other sesin reports and dashboards.
Ao can se the state and contr$ pic#lists in most places that state and contr$ !ields
are available in Sales"orce.com :
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- =ecord edit and detail pages.
- >ist views, reports, and dashboards.
- "ilters, !nctions, rles, and assignments.
PI , 6ased Tools
S3P PI :
se S7'P 'PI bindings i! $o are sing a strongl$ t$ped langage li#e (ava that
generates 1eb service client code. SalesForce provides programmatic access to $or
organi2ations in!ormation sing simple, power!l, and secre application programming
inter!aces. To se this docment, $o shold have a basic !amiliarit$ with so!tware
development, 1eb services, and the Sales"orce ser inter!ace.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage /0
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/ -
8/13/2019 SalesForce Certification Lab II
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'1ST PI :
se =EST 'PI bindings i! $o are sing a langage that is not strongl$ t$ped, li#e
(avaScript. The =EST Tooling 'PI can be sed 8st li#e the "orce.com =EST 'PI.