‘= RS) 7 A) Oc w © XY Dd (ow 7 8]Lightning App Builder poland tol that makes it easy t create custom pages forthe Salesforce motile ap and Lighting Experience, rng users what they nee sllinone place Ie provides Resible wy to create sngospage applications, custom record pages, and ap homepage without equting any code ‘Working of Lightning App Builder ‘ean batt + singl-page aps tha drill down into standard pages Dashboand-aye apps, such ab apps to tek top sales prospects or key leads forthe quarer + "Point apps to solve a particular ask such aan expense app for users to center expences and montar expenses they've submated + custom recon! pages for your objects, allred ro the needs of your users + Custom Home pages containing the components and festues that your teersuse most Lightning Components AA Lishmng component is a compact, configurable, and reusable eneat that yous add toa Lightning page the Lighting App Baler guning pages support these component: Standard Components «Standard components are Lightning components true by Slesoree Custom Components Cstom components ate Lighting components tha teas eeated ty admin, One can congue custom Lighting components to (workin Lighting App Buide Thint-Party Components on AppExchange - The AppFschange provides tnarleplce for Lhtning components. One cas Gn packages costing Seapets area conbgwed a rndy tte the ihre APP Lightning Page Types app Page ‘Us 3 pp get cet hate page or hp app ta ya ca at ‘or ersten wa sp Rome age were hey cn uk ess he ost Inport object a ea Cast He pages wets eer a specie ype of ae. ad asta he genni Mas eae ayy spre. sis embiiations Caso Recon Page ‘Wath record pap, ou can rst cstmiad wen fa abort teed pe, Auloving re Sour aero Custom record page ae sapprted in eg, [Bpertace nd ate Sesbree moter Lightning Components A Lightning component is 2 compact, configurable, and reusable ‘lement hat you cana to Lighting page nthe Lghtalng App Bude Ughtning pages suppor these components ‘Standard Components - Standard components are Lighting components aly Saletone| {stom Components « Castom components ae Lightning components that ‘was crated by adn One can configure custom Lightning components to ‘workin Lightning App Buller ‘Thre-Party Components on AppExchango- The AppEschange provides a ‘arieplace for lighting component: One ean nd packages contang Sonponents already configted and tendy to toe inthe Lightning APB fuer Record Page A customizable page Iyout specifically designed for viewing and managing dual veords, toh san Acco, Conta, Gpporeanlty Case, tray custom obec record “The Lishning Record Page provides a userfendy inerface inthe LighningEopertente niorsuees on view > edit ad > interact withthe data rlated toa speciiereor, Features of Record Page > customizable Layout > bynamic Components > Standard and Custom Componente > Enhanced User interaction > Mobile-Friendly Design > Performance Optimization Home Page A customizable anding pag that provides users with an overview of| ‘hte moet important and frequently accessed information, 1 serves as the staring polut for users when they log in to Salesforce, ling em to qe view > key meres — > calendar events. and > other rlevant data Features of Home Page ‘customizable Layout Personalized Content [iiclent Navigation > Data Overview. > Interactive Components Dynamic Forms A feature that els acnin to build highly eile ane dymic ‘experiences fr user o conigueig ecard deta fel and sections Inde ‘the Lighing pp Builder Dynal Forms > allows more flesible an dynamic page ayours > enables actin to customize fl vsity directly on the Lighting App Bilder pare Dynamic Forms enhances 1 Antnstane upgrade from pag layouts 1 Place fd and xctione wherever ou want, 1 Dynamic yous: Use visibility rule to show and hide fields and ection, 1 Sinpler layout management Manage the ls and sections on your pages the Lighting App Bulder ‘witourcouching che page layla “Reduce the suber of page layouts and eco types you eed by defining Somponent rises 4 Assign a Lighning page without having sssgn a page aur, Creation of Dynamic Forms reste» fresh Lightning record page Then, click the Fels tab inthe Lightang App Buléer component pane, and stat dragging sections and ‘elds anyrere you want tem onthe page Open an existing record page ane with ac fev licks, migrate it cord ets sing the Dynami Porms migration wizardDynamic Forms Vs Standard Record Pages [i rl rs aah te aoa Visibility Rules Condition that detrmine when a component on s Lightning page shoul be isle or hidden ‘Theseus ate set at the component level and ate based on ‘User tributes Profile, lear Permission Set. Record attributes: Recon ype fe alos or elated obec Device Type: Deskeop or mobile Need of visibility rules ynamic page pwrered by visibility rulesin the Lighting App Builder Drove s fexble and powerful way to customize the user snterfce Salesforce, By implementing vst rules thoughtfully, admin can ensue that ‘ses see nly the information they need, enhancing bath user station sed producti: Visibility Rules - Use Cases custom Navigation Menu: Display fren mens tems base onthe uses profile role eld Highlight Panel: Show or hide specie felds based on the status of 2 record ike a ease or epporeuniy stage Mobile optimized Layout: Displaya simplified page yout for bile uses Conditional Messaging Display insrctona et or help uesages based on record ves, App tage tome age Rear age Sean arg [Ba my Sree een neem Tar Riceceears Ratiatgeaea” Hacer eiroansee Etat ‘Types of Components Standard components: Pre-built componente provided by Salesforce that you can drag and drop ‘nt your Liging pees. “Reports, Dashboards, List Views, Recent tems, Record Detatls ‘custom Components: Components hat are ctstomcdevelaped using the Lightning Web Components (LC) or Ars Component Talore fo mee specie busines requirements that tandaré components aloe ta ae spe compan Third Party Components: Components bu by third-party developers or parters and made avalble SrubeSaence appeccages eo These components can be installed and used within your Salesforce vironment eens ncttonal: Formula fields 2 custom felde Hist cttomatialy cleat wales wing dat from “other lds, objets or cords ‘Thor folds are power too for dyeamicaly displaying dats witht he ‘hod for manal update. Formula Editor ‘todd tht allows rer to create and edit formals felde, valiaton| ‘les Wonow ules and oer proceses thar rele ormulas ‘The Formula Ear proves user-fendy aerfice to wre compen Jocnler sing raious components an ncn Debug Formulas > Missing parentheses correct parameter ype > Incorrect number of parameter for fontion 2 Formula results ncompable with formals return ype > Field dows not exit > Unknown faction Roll-up summary fields Calulate vals fom se ofrelatd record sch a those ina relat i. Rollup summary ile can be ured to automaticly display a value on maser record based anche aes of records in deal econ. ‘These deta records ur be dvelyrelited tothe mater trough master elation. ‘Significance of Roll-up summary allows to perform culations (och a SUM, MIN MAX, or COUNT) ‘nase of elated records yp records na related it. ‘This ferure i avalable only for Master-Detall reationships, where the Roll-Up Summary felis ereared onthe parent objec to aggregate dat from the il recor Validation Rules Used o ensure ata integrity by enforcing specie ritera or tandarés cone daa eared by users “Thy hel maintain clean, accurate and consistent data by preventing serio saving ecards that oot meet the defined cera. Validation rules can be applied to standard or custom objects and are eggered when a uerattempesto save aYeord ‘Working of Validation Rules erty thar data entered by users in records meets the standards you specifyboforethey ean save A validation ule can contin formula or expression tha evaluates the sta inane oF more lds and yrurs ava of True” alse” ‘When he vision rule resus va of "Tr ths confirms hat he data fteed by the user comaita an inva value Valdation vues can aso Indlude error mtsages to splay to users Wwhea they eater lab values Used on ape nersBenefits of Using Validation Rules Improves ata quay By preventing the etry of incorrect o incomplete dat vallstion rules lp ensure tha your Salesforce data remains acute and use. Increases User ficiency: LUers receive immediate fed on data errors, reducing the need for ‘antl chee an corertionslaee [Automates Error Checking. Reduces the reliance on manual heck by automating data valdation, Exceptions in Accounts and contacts 1 a busines with a stgle person, Ike a solo contactor oF an Individual consumer youuse a specal account ype lla person acount Person accounts are similar to business accounts, but because theyre meant to recon informstion about an individ person, person accounts on'tnave thelr on conta [Best Practices for Managing Accounts and Contacts, Know your company's naming conventions for accounts Ahoayattcato contact with a acount Dontlet nae accounts and conse get lost nthe shu Maintain active onerip. eep sour records updated. ‘Three Key Account and Contact Relationships Account Aecount Relationships “This allows wert nk acount that have uss relationships with fone another such a= parent cerpnies and subsites, or partner ganiatons Contactto-Account Relationships (Contacts to Multiple Accounts) In Saleroree, contact canbe linked to more than ne account sing ‘he "contest Mule Accounts Fate ‘This helps track situations where a sil contaet works with muliple| twsawseesor lds diferent roles across companies Contact-to-Contact Relationships Salesore allows user to trock relationships between contacts, such a5 lsiness partners collspues os buyers feltonship within the sme, Sears companies Contacts to Multiple Accounts {nen you relate sgl conse to multiple acount, you xm ely eck the reltonships beeween people and bsiesses without creating dupleste records ‘The elaionship rules are stil simple sory contact ees the direthy associated with an acount ‘This ithe account hat appears in Acoust Name ands usualy the company Ahacontet lomost dovalyeoociate ith ‘Account Hierarchies Allow bucueoes to rac rlatonshipo berween mulple accounts, suchas patenecompantes aa her subsites or dist. Thie festa hslpe ueers vieulze and manage complex organizational ‘Rrcnes onl enables efficent account management, Best Practices for Establishing Account Hierarchies, ‘Global Enterprise Account Establish one eos scout an nk all contacts. opportunites, cases, ahd oon toto spe overrun sea ‘Location specific Accounts Emilie counts foreach Toston and seat contacts, opportunites, es, and so on separtely or each focation Global Enterprise Vs Location-Specific Accounts ‘oy | Global Enterprise Account Location Spec Accounts Keo Saedtlenatnpomgieee fe Possess les pre es at ba atari enema tuexomaungreyenngaapae Hoa fad isetqesinaapabdl qacamenjanpcoendlndaes | Ngwear guia bo aketapngnieciinale bsrosaspseiciimsinieebioe Pela seen cee bioatss (ising Giimmeernieicendr Iwas lacus home fourier: epee urea erwin eneleontnalhgpem bowen neg isiDleenpckdserbensy fallshescesonesneseadle ile a umbels Acne independ er hie mma armani ec fern come pier Lead huresatadyapetemnteasian| oom Before tos potential sale prospect (person of company) that ‘xpresed terest in a product or service bu hast pet become &CUSeReF Leads ore typicly individuals or organizations that s sles team ‘dents as potential opportunities for busines. eas are aypiclly atthe early stage ofthe sles process, where the focus i on gathering information, astesing interest, and determining thoreie pote rs barnes relationship ‘Need for Lead Using leads in sles proces llowsfor beter tack + reporton and + carpet marketing campaigns to prospective customers. Lads can also slp you concentrate on th potential dosle moet italy to sore Methods to find Leads > References tom other customers > Contact form submissions on sour website > information exchanges wth parme cmpanes. > verona in search rele and on soil ein > Direct contact duringconfrences or rate shows. Lead assignment process Companies sgn lade sternal, based extra ike geograpial ‘ther companies arsignallnew eadsto a queveOpportunity Represents a qualified lea thats progressed through the nal tages ofewnltion ans consgereé sabe sites de, 1s generally farther along in the sles process and ines more etal (hformation bout the potent sale, nealing the expected ovens als nag, laze date sed proba cloning Lead and Opportunity Lead are earpstage pronpects that require farther qualification ‘Once eae qualified ican progress nt an opportunity whieh isthe nest ‘Sageefthe sls proces Understanding Lead Records ‘The ead ecordisusedin a workspace for > smacking interactions, > eheekng campaign history ond > panning arrest sit move sour lead through the sales proces. Information in lead record Detalls tablet reviews fn and quick update ed information Related tab - iver information such se eampugns or files asocaed with ourlead Marketing tab plays your les Campaign History. Activity ace to log your ells, eral, and notes from Comonaons lt youriod MF “Within the Actity tab, one can plan for the fture by erating Tasks oF Lead Intelligence View Belpetoguichy tered, ~ review agerogat acti tts forthe esuing records and + tal aetion—all oun within Least, Lead activity metrics ‘Total eads: The otal numberof endsthat met iter ners ‘Noactvity: Leads with no completed seve, le: Leads with past activi but no completed activites in the as 30 das. ‘No upeoming: Leas with recently completed activity bur no fur activites Shelled ‘Overdue Lass with setts thst are ove ‘Due today: Leads with actines dueteday ‘Upcoming: Less with activites dein the nest 30 days Sales Engagement Proidae 3 highpeoductty workpace with evothing your team needs to handle eds and opportunities more qc Lightning Sales Console: An itive, customizable interface within Sdesfoee that empowers ter with reine isha, outer ara 48d Prealined workflows to accelerate sles ler and eance products ‘Work Queue: dynamics or dashboard within» RM peter whore weor can view prize, avd nage user tas, leads, opportunities, of ater ‘lonablelteme based o predefined eadencet Sales Diser & tool intersted Joo CRM systems that automates outbound falling proceses for user, etablng to often connect ith Teade of respects tack call outcomes, and streamline fllowup.acoves inoreave productivity and drive sale efectvenes. cadences: Managers con create custom sale proveses that guide wer through working th decent pest ade ‘Automation: User can odd sutemations to Sales Engagement to dive produc. For eample, user can automate actions, cadence seen Rows, and cadence ‘ho launehed flows ‘Buyer Assistant: Generate lends, deliver personalized conversations, and ‘lose deals faster wth a buyer asta, Ber Aslstant bts transform te ‘webtoread experience and lp your sls fear ell more Sales Engagement: Understand how the Lightning Sales Console, Work ‘Queve,Saler Dslr. Quick Catences, Automated tions. and othe Sales [Engagenontfenuresworttogthor ep aeclerate our anes Opportunities as Deals ‘Opporeuniis represent potential ales Opportunities can be crested for existing accounts or by converting » ‘alfed one : Pee: a} Ce SS Home GE) ‘Opportunity Stages Prospecting: Prospecting isthe intl phaso of te sles process where the Tous bon denrfing and qualfing potential customers or leads, Sle eps fgage in see sich market ven, coltealing ane nensorkng 0 ‘issver and cola prospects Quulifestion/needs identification: Qualification ane needs identification ‘Su ndersnding the prospee'sregeremene, challenges a pose Tale e emphasizes uncovering their specie needs 2nd pain pols, and SSELAAD Wow pois ov sonicee tan nes thems Binaes te Tistenng, coking probing questions, and engaging in thorough discovery conversations withthe prospect Proposs/rie quote: ths stage you might outline dhe specie products ‘rsorior being offered. thor fattor snd bof picing dete a= ‘ther relevant terme mid conditions Te smn at comnts the rue Droposiion eect addressing the prospee’s neds and concerns. Negotition/teview: Negotiating involves @ back-and-forth conversation bout terms, condkons, and pricing, whieh may be adjstd to reach 3 ‘rally bone aprement Closed/won: ifthe sls proces successful the opportuni elosed, end ‘he ead becomes a cstoner. The prospect has ered fo he tr the necessary contracts, paperwork, abd Toises are lized. Uptat the ‘teva frmaton a Saetoros to reflect the soredevon opportunity losed/los: Unforunately nt every prospect converts ito a customer In the Clsed/Lost sage, the salesperson acknowledges that te del ld not Intra de to reasons such as budget conceit, mismatched bead, [Smpettie oerngs orator reson ‘Manage Opportunities with Pipeline Inspection. Pipeline Inspection gives sales teams consolidated view of pipeline mets opportunites, wel-iowek changes Alsdeien insights, close date bredeions and acry information 30 they can flatly ange {pportutiee and close he dea ish thie itellgence, sles teams can forus on the most important ‘portunities and orcas evenve more eccuratel‘Manage Opportunities with Pipeline Inspection Comprehensive viibilty: Pipeline Inspection provides « conlidated view of your entre cler pbpeline offenng insights int the uber vale, and tages of potas. ‘This comprehensive vlsiily allows sles teams and managers to gully ‘secs he beat ofthe pipelie and deni aeas tt equestenton. Metrics and analytics ‘The to! provides detaled metrics and analytics related to opportunites, ‘naling eas to analjze key performance inietors (RPL) tt move dels fonwan Focus om high-value activites: Pipeline Inspection helps sles teams concentrate their llores around Aartirtios with tho mos impact sucha coaching or matey tbe at more Gaon thea line Holistic activity tracking: Integrating activity information invo the pipeline inspection provides a kate afsales amare seated wi each enperasi ie festre Isles terme ancertand eer of engagement, ent tore ‘antes and esos soning to moss dee onan Enhanced forecast accuracy: Siles managers can improve forecast acum. by Wenig pipeline hanes and sick dose helping a cisteetlyeoneing when nsedod, ‘elige foecnting pape, abd crate more forecasting accuse ‘Gain insights with Einstein: In Fipeineneportion, Alediven insights and fostures help you gin 2 docpor ‘understanding of yout len pupeline’» Heat Mf yur cman hae Esta ppertunty Scag. youll sever a newe way wawalse opportunity Opportunity teams Helps to relate particular people at user company to accounts or opportunities ‘Opportunity sem is temporary group composed of people who help close a - >| etal opportunity team can be erate if often she same coworkers wore on the Opportunies ahd automaticly that tenth to all ew ppovdunites Default opportunity teams make it cagy ose up sles teams for your Spportuniies ‘Split Credit for an Opportunity “yper of opportunity spite + evens pit + Overy spite + Oppornnity produ pits, Revenue Splits eve spits nove dstbuting cet forthe deal stnong team members earng tt teat ade to 100%. Tis i often used in scenasos where compensation 18 ted drectly to ‘even Is inportant to note that the sum of eevee splits canna ceed 100% preventing overcompensstin, For example fa salesperson worked on adel and multe team members ‘be commbute, the reve spt enous bir diesbution of the ere ‘Bed on tho contebuton tothe ovealsevenaegonratod bythe del Overlay Splits ‘overly spite allow for «ttl cri lloston that can exceed 100%, Tie ‘ape a pit snot ied oa speci revenue target but ater acknowledges ‘Elona ofr or expertise brought ito dos, offen beyond te pray prot or eric bein ol For example, a technical account manager with spectized software Srnowlodge miokecontibat tos del by dong = demain this cx. the ‘veray split ensures they resive extra comalsson ontop of the primary Sclespersons 100% ‘commission, reecing. the ditional efor and expense Opportunity Produet Splits 07 rod splits provide 2 more granular breakdown of how ea el a elidel predic ne ein de ech earn member can seeder portion of the entite deal and get» deta tunderstandingof contibtins- grerony ra tont e e ete a el tet or hoieinitiec se Sete In complex opportunities icoving multiple products, opportunity progct Spits enable tung to allocate revente sta tore Getated eve. Ten ienbers cap trek their cotebutions i spec producto within the {portunity fosteringteanspareney and sccountably. Price Books Apricebokisa clloction of produsts and hsirasociatd prices, ts used to manage aiferear preg strates. Businesses often mantan multiple price Dooks for diferent customer seementsreplons or tine periods ‘The purpose ofa price book 810 fer ele pricing souctures, ‘Standard Price Book This yell iets th bae price ofall prodact Custom Price Boole There could isco specal pricing for specie ‘eustomer groups discounts fr large orders seasonal promotions, te Each produc cas ive dilernt price depending on the price book i Sool wi How products and price books work together, Assigning Products to Price Books: ‘When products ar added to «price book, the gnttn atsocates them wih spetpace ‘The same product can exis n multiple price books, each with dierent pale Sales Process ‘When sales rep crates an order ar a quote. they select price book based ‘nthe easomers profile (eg, seandard VIE wholes) ‘The pice Dock then determites the price ofeach product beng sold ‘Managing Discounts or Promotions: having maliple price books, busineses can offer special preg for beste promotions or regions tithou aerng the stra pie ri Quotes ‘quotes shows customers the prices of tbe products and services a compaty oes ‘Sales reps work sir deals they prepare quotes for customers, Saleo po have he fly to crete a oet of quotes thet chow Aiterent combinations of products, discounts, and quantities. ‘Campaigns in sales Ave exsental for + aligning marketing efor withsaes objectives, ¥ devng revenue growth. and + improving overall ffcency In the lead generation and conversion Need for Campaigns in Sales Lead Generation and Qualification ‘Tracking Lead Engagement Optimizing Sales Eforts ‘Measuring Campaign tmpacton Revenue Aligning Sales and Marketing Teams Personalized Sales approach ‘Stratogic Decisions Improving Sales ForecastingLead Generation and Qualification ‘Campaign ly slo teams identify nd privitte potential customers (ods hat marketing flores have tracted aking it easier ost engaged prospects, focus on the ‘Tracking Lead Engagement ‘Sales tame need to understand hove Teds fteract with marketing campainsto determine their level ofintrest and reainess to purchase, Optimizing Sales Efforts ‘campaigns help sales reps atfy which lade are most engaged and ely to convert, opiming ime and resources. Campaign Impact on Revenue Sales teams need to kone which marketing efforts lend to ssc dealto understand the Rl of diferent camprigns Allows to assess the effectiveness of marketing inaives and adjust strategies according: “Aligning Sales and Marketing Teams Collaboration between sales and marketing is crucial fr consistent messaging ad converting leaden sales opportuni. Campaigns provide share framework for marketing to generate leas ad forsale to autute and conve those et ‘Campaign Reporting for Strategic Decisions Sues managers need data to mak informed dessous about resource sllostion ad ste. ee agen fou oe st sce npg a ase Salesforce Campaign Acompaignis folder or acontsine for lated marketing efforts A campaign recor helps usergroup mareting ses and interested ‘customers topetie 5 that you cn organize sour plans or ookback at what sor've accomplished, Significance of Campaigns ‘Campoignscan lp them tackinorketinginitintvesin det ‘These can include typical advertisements and soletations, ems, oF more speclalaed marketing event ke demos and conferences. By tracking leads and contacts targeted by each initiative, as well as their ‘The marketing manager can tilor each campaign tothe typeof marketing fff it represents, Application of hierarchies marketing practices Method 1 Methode ‘Top level can represent an overall stati focus, suchas sllng a new prodctin company ‘slineup or building brand awareness. Second level can befor the diferent aspects ofthat fens like the product launch, geting feedback rom purchasers oF upsling previous customers. ‘Third fevel can represent Individual marketing efor, ke an en an saline a nvitationst demos. or the demo tele Method 2 - Group campaigns by time period, ‘Top level can be for the marketing efforts for the entire year, Second level can be for each facal quarter, and ‘Third level for individual campaigns in each quarter Method 3- Group campsignby events Frstlevel fora large event, such aan anal conference Second level can thon be for supporting markoting efor ike the rgisrationand emails and ‘Third lovel can be for dividual essons at the confers. Sales paths: Ie helps sour sales reps adopt and adhere to your company’s sales procecenhowt govt atetaced, th guide slo usrs and lp thom ty focused on important eles ache Sotheycan cose thelr deals que ‘Te Path component used on the opportunity, lea, campalgn, contrat, fentact, onder, and cactom object recon! detall paged im Lightning EsperenceOpportunity Stages: Represent the various phases a sale eal goes trough fom tart to lows, ‘hese sage are crtial for managing the sales pipeline and tacking the progress ofeach opportunity. ‘The stages ar often aligned with company’s specific sales proces, Dur here ar standandotges commonly wed neal ‘Prospecting: Initial stage where potential customers are identi, and ‘trench bois The goalisto qualify them as leads ‘Qualification: Determine te lead has the interest, need and budge tobe ‘vale opportunity The eed becomes a formal sles opportunity ‘Needs Analysis: Sales represettives werk closely withthe prospect ndrstand tn pee Reva how te roi or aac ah met ‘Proposal/Price quote: The sales team presents the propotl or quotation {othe prosper dealing the saluton. preg. anders ‘Negotation/Review: The customer and the sales team discuss terms and ‘conditions prciag, and make aay necessnyreisons athe proposal {Closed Won/lost: The opportunity is successfully converted into sale or Features of Kanban View in Salesforee cabsed gt. ‘Boece represents ad drsgana oop ‘Rie Sap ou ip es om, sheer co muvee rugs ea Tine tates can agers cnt asen hm etn te Shae rf eae ene hehe fe opts Ste tones team we by cet sp et ean tg ite ng ge or Ea 28 To eye ee Data Import Wizard ‘This oo. geese dough the Setup men ‘common standart objects, sch as contact eal ststom objets. Roan iportup to 50,000 recede a te provides» simple interface to specify the configuration paramsters, ota sources, ana the el mappings at ap he fe names in Your iNporE ‘swith the eld name In Salesforce, ets you import dat in acounis a el a > Need load es than 30,000 records. > The tects you nee import ae supported ty the wizat. 2 Don't need the import process tobe automated Data Loader ‘This isa cient appieaion tht can import up to 150 milion records at ‘atime, ofan datatype rom Mesor a atebase connection. ream be operated elther through the user interface othe command In the later ase you need to specly dat sources, eld mappings, and ciner parameter onguaton fs. ie ‘This mabesieyorsbleto automate the import proces, using AP calls > Need oad 50,000 9150 milion records you need toad more than 10min ecorde (Recommendation Work wth aSalestone partner oF ‘ostthe AppEachnige ora aultable partner proce) > Neod to land into am objec Sst knot supported by the Dat Inport Wien Pause to schedule regula data oats, suchas nightly imports. Common Data Import Best Practices ‘est with a Smal Sample: “Eee org Ig Gaon, pre al spe wo a te procs and “Chae been ats pert Wir and Data Loder bat an the ae and ‘omen athe da” ean Seely Badap Data: SANE Rah ap sate dt ne pera ayge grst Leverage Duplient ales ple uc angen ree acing ad Dupe es) 0 Data Vlidstion oti 1 the raed iodaatsandvalses os © CHE st como Data Preparation for Import Data cleansing ‘sRemoveany duplicates or lava at, ‘Standardize formate (og, dete formats cpitaliation)acroze the dataet slate data to ensute all required Sele ae filed out, ad the dot ie ‘onsstnt with Saesorce eld ouaement lela Mapping: sldeatify which lds in your extemal dota comrepond tothe Selden ‘Sslosires crate + fsld mapping document that pairs extort folds with thei ‘Sslesfore equivalents to avlderors during the tport process. Data Export Service Lnvbrowser service accessible through the Setup men tally to export data tll once every 7 days (for week export) oF 29 days for monthly export) You can also export data automaticaly at weeRy oF monthly intervals Weeki’ espoes re avalable i Enters, Peetrmance, and Unlimited einen ‘m Professional Eon and Developer Eaton, you can generate back es ‘nly every 29 dap, orastontialr st monty Stora one Duplicate data nayBtO 1 the reeton of Kel sma code within & ‘Wasted Resources: Duplicate records crave storage requletents, whch can result her Entire cots and ower oyu oramnane, : Inofficient Process Duplicate data complicates reporting and analytics, making it dificult to forte anurans Impacton Decision-Making: Duplicates skew dat. making tific to analyze customer behavior see Derformance or marketing eiectveness. Preventing Duplicate Data Improved Eficiency: Eo Better customer Experience: " frumtbi need pmipeconacrercaicmgnessges + caters ear petsnaled ee ung cto asic, Preventing Duplicate Data [Enhanced Reporting & Insights: =n i pe os si ne eg sisenste ses Rash Saha oe Settee ee in cost savings: ~ ede dt tty toe so ania cone pers Duplicate Management ‘Helps youand your sales tums quickly and easily manage dupliestes + Business accounts + Leads + Person accounes 1+ Recor created om custom objects{Identifying and Handle Duplicate Records ert oer ha a ‘ee feicotatiecie aetna. Peete rng eosin dare Mpbecutciniien Geaeueniey mans ove oneaterennsakliey uscoeotaamue tae Voie nereaiioae awaits KNaRIRTR NE aT ferns ness ssa hootie scalar ninaiigeod bnmigntstetre dase ns fo ore 7 Lectesiemiynoctionin fervent acts See soe sess an canara fesemgpriariee ‘ant iveaiepetiaiak aetd boteoledb nevada es a ect cecum acm onset (note smite — train aerator Data Import Wizard Vs Data Loader Dedphaten — enwibbrorintewtecrip Rowton easton ake Detain Fee noes ‘dig fore cde despa ppg i aansTowie gi an lanka eps tole JAnadkanced too that incorporterdaguand-dropfntror to msko the reporting procesin companies quicker and easier ‘customize sn ltr the data incade and then export the report to ster members of the company. 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