
I'm stuck on this section:
Follow these steps before you start importing any data.
- Use your existing software to create an export file. You'll use this exported data file to now import the data into Salesforce.
- Clean up the import file for accuracy and consistency. This involves updating the data to remove duplicates, delete unnecessary information, correct spelling and other errors, and enforce naming conventions.
- Compare your data fields with the Salesforce fields you can import into, and verify that your data will be mapped into the appropriate Salesforce fields. You might need to fine-tune the mapping before starting the import. For details, see Field Mapping for Data Sources in the online help.
- Make any configuration changes required in Salesforce to handle the imported data. For example, you might need to create new custom fields, add new values to picklists, or temporarily deactivate workflow rules.
It seems like the lesson takes a turn into creating a spreadsheet that meets salesforce requirements before I can forward with learning how to import data.
5 answers
There is a link to the csv file in the arrow.