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Lära Importing Leads into Salesforce | Getting Started Managing Leads in Salesforce
The Beginners Guide to Salesforce
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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
4. Salesforce Customer Support & Case Management
5. Email Communications and Quick Texts in Salesforce
6. Salesforce Reporting & Analytics

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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"?

Select the correct answer

Var allt tydligt?

Hur kan vi förbättra det?

Tack för dina kommentarer!

Avsnitt 2. Kapitel 5
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