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Please enable JavaScript in your browser settings or update your browser.Learn Importing Leads into Salesforce | Getting Started Managing Leads in Salesforce
The Beginners Guide to Salesforce
course content

Course Content

The Beginners Guide to Salesforce

The Beginners Guide to Salesforce

1. Understanding CRMs Basics with Salesforce
Getting Started with CRMProblems Faced Without a CRMSalesforce SolutionsCRM Overview
2. Getting Started Managing Leads in Salesforce
Navigating the Salesforce InterfaceIdentifying Opportunities for EcoMarket DeliveriesAdding and Managing Leads in SalesforceUnderstanding Leads, Contacts, Accounts, and Opportunities in SalesforceImporting Leads into SalesforceCustom Fields and Data Integrity in Salesforce
3. Closing Deals & Managing Opportunities in Salesforce
Salesforce Opportunity StagesForecasting Categories in SalesforceHow to Link Accounts & Manage Relationships in SalesforceUsing Salesforce Price BooksOptimizing Salesforce Dashboards & Task Management
4. Salesforce Customer Support & Case Management
Configuring the Salesforce Service Tab for Customer SupportHow to Set Up & Manage Cases in Salesforce Service CloudSalesforce Knowledge PanelOptimizing Knowledge Panel for Efficient Case ManagementAdvanced Features of Salesforce Knowledge Panel
5. Email Communications and Quick Texts in Salesforce
Mastering the Outreach Tab in Salesforce EmailIntroduction to Quick Texts in SalesforceHow to Use Filters for Targeted Email CommunicationsAdvanced Email Segmentation & Filtering in SalesforceAutomating Emails with Merge Mail in Salesforce
6. Salesforce Reporting & Analytics
Introduction to Reports and Analytics in SalesforceNavigating the Salesforce Analytics InterfaceCreating Your First Report in SalesforceHow to Use Dashboards & Widgets for Data VisualizationBuilding Your First Full Salesforce DashboardCourse Summary & Next Steps in Salesforce

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Importing Leads into Salesforce

EcoMarket Deliveries has decided to outsource lead generation to a third party. This third party has gathered data on thousands of retirement centers across the U.S. and delivered it as a spreadsheet. Now, our task is to import this data into Salesforce effectively, ensuring all relevant information is properly mapped.

question mark

When preparing a spreadsheet for importing leads, why might you need to change "$1,000,000" to "1000000"?

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SectionΒ 2. ChapterΒ 5
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