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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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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Completion rate improved to 3.23Importing 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.
Helpful resources for prepping your data:
Format the 'Date' and 'Date Time' data in a CSV file For Salesforce Data Loader;
Дякуємо за ваш відгук!
