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Data management in Salesforce deals with Import/Export of data or records to/from a Salesforce organization.
Data can be easily imported into Salesforce through various tools provided by Salesforce. Supported data sources include any program that can save data in the comma delimited text format (.csv).
There are 3 operations possible while Importing Data in Salesforce:
Salesforce offers two main methods for importing data.
This tool, accessible through the Setup menu which lets us import data in common standard objects, such as contacts, leads, accounts, opportunities, as well as data in custom objects.
This is a client application that can import up to five million records at a time, of any data type, either from files or a database connection.
This information can help you integrate your imported data into Salesforce.
If our import file contains data to be displayed in picklists or multi-select picklists, the wizard warns you when you attempt to import a new picklist value that does not match any valid picklist values. If you ignore the warning, the new value is automatically added to the imported record. You can later edit the field to add the necessary values.
To import multiple values into a multi-select picklist, separate the values by a semicolon in your import file.
To import data into a checkbox field, use 1 for checked values and 0 for unchecked values.
For picklist, multi-select picklist, and checkbox fields, if you do not map the field in the import wizard, the default value for the field, if any, is automatically inserted into the new or updated record.
Ensure that the format of any date/time fields you are importing matches how they display in Salesforce per your locale setting.
Formula fields cannot accept imported data because they are read-only.
Salesforce runs validation rules on records before they are imported. Records that fail validation aren’t imported. Consider deactivating the appropriate validation rules before running an import if they affect the records you are importing.
You must include universally required fields in your import files or the import will fail.
Let us now learn about Data Export and Security Token
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