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Lära Importing Leads into Salesforce | Getting Started Managing Leads in Salesforce
Nybörjarguide till Salesforce

bookImporting 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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Fråga vad du vill eller prova någon av de föreslagna frågorna för att starta vårt samtal

Suggested prompts:

What should I do if my spreadsheet has fields that don't match Salesforce's expected field names?

How can I handle missing or extra data fields during the import process?

What steps should I take if Salesforce rejects some of my data during import?

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bookImporting Leads into Salesforce

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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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