Kursinhalt
The Beginners Guide to Salesforce
The Beginners Guide to Salesforce
1. Understanding CRMs Basics with Salesforce
2. Getting Started Managing Leads in Salesforce
3. Closing Deals & Managing Opportunities in Salesforce
6. Salesforce Reporting & Analytics
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.
Helpful resources for prepping your data:
Format the 'Date' and 'Date Time' data in a CSV file For Salesforce Data Loader;
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Abschnitt 2. Kapitel 5