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How To Do Data Setup & Customization for spreadsheets and detailed information that needs tracking?
Dear Gurus,
I am starting with a new project where basically need to do Migration of Organization's current database to Salesforce and for that i want to create a customized set of objects, single-record editing of data and field history tracking
What I have Now ?
Now I have spreadsheets and detailed information that needs tracking question is How To Do Data Setup & Customization for such scenario
Like what woud be the first milestone
Regards,
Fiona
I am starting with a new project where basically need to do Migration of Organization's current database to Salesforce and for that i want to create a customized set of objects, single-record editing of data and field history tracking
What I have Now ?
Now I have spreadsheets and detailed information that needs tracking question is How To Do Data Setup & Customization for such scenario
Like what woud be the first milestone
Regards,
Fiona
First Step is to create a custom object with necessary fields.
Second Step to create a tab for that object
Third step Create an excel sheet of required data and save it as .csv file
Fourth Step Use Data Loader to insert the record in salesforce by mapping the column from excel to fields.
Kindly let me know if you need more help.
Please mark as Best Answer so that it can help others in the future.
Regards,
Priya Ranjan