Hi, I've recently joined salesforce and am hoping to go down the admin path, have started the admin beginner trail and am really enjoying it. But I'm a bit stumped in the data management module, particularly the data import section. I've followed the videos and theory and am relatively well versed in exel but the videos assume a higher foundational knowledge than I currently have. I just wanted to know if there's a more basic resource I could use to get a better understanding before proceeding. The area I'm struggling with is really on the exel side rather than the salesforce side as I have used some of the functions but not all of them before (have worked in the health industry for a long time). Would really like to understand this properly before moving forward and any resources/links would be greatly appreciated
Eric Burté (DEVOTEAM) Forum Ambassador
Hello @Yousuf Mahomed which unit is concerned exactly ? For a salesforce point of view, you could have a look at
- https://trailhead.salesforce.com/content/learn/modules/lex_implementation_data_management
- https://trailhead.salesforce.com/content/learn/projects/import-and-export-with-data-management-tools
- https://www.youtube.com/watch?v=EOoAKnAgngs
- https://www.youtube.com/watch?v=8xtJ_Ft5nVQ
For the Excel point of view, please make sure you have got the right separator. If not, please adapt your computer locale, or edit and replace the separator (for example all ";" by ",") to allow the file to be imported
Eric