Import Data Trailhead | Data Management module trailhead | Admin Begineer | Techlok salesforce
Trail : Admin Beginner
Module 3 : Data Management
Unit : Import Data
Points : 500
Question :
Download a CSV file that contains contact data, and import it using the Data Import Wizard.
Download this CSV file by right-clicking and selecting "Save Link As". Make sure you save it as a CSV (.csv) file, and not a text (.txt) file. You don't need to use Excel.
Use the Data Import Wizard to import the file:
Kind of data: Accounts and Contacts
Type of import: Add new records
Match Contact by: Name
Where is your data located?: CSV
File: Choose File
Character Code: ISO-8859-1 (the default)
Values Separated by: Comma
Map all fields:
FNAME to Contact: First Name
LNAME to Contact: Last Name
CELL to Contact: Mobile
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Important Links :
Admin Beginner Playlist: • Admin Beginner | Salesforce trailhead Tut...
How to create salesforce Developer org account : • How to create Salesforce developer Account... Naresh It #nareshit Optimize Customer Data with Standard and Custom Objects = Understand custome & Standard Objects so Both are same
After 12th Dec 2023 Trailhead Update
Trail : Admin Beginner
Module 2 : Data Modeling
Topic : Optimize Customer Data with Standard and Custom Objects
Points : 500
Build a custom Offer object
When a homebuyer makes an offer to buy a property, the brokers at DreamHouse Realty need to track the details in Salesforce. Create a custom object they can use to record the offer amount and target close date for the sale. Use auto numbering to generate the name of each offer record.
Create a custom object
Label: Offer
Object Name: Offer
Record Name: Offer Name
Data Type: Auto Number
Display Format: OF-{0000}
Starting Number: 1
Create a custom currency field on the Offer object
Data Type: Currency
Field Label: Offer Amount
Field Name: Offer_Amount
Create a custom date field on the Offer object
Data Type: Date
Field Label: Target Close Date
Field Name: Target_Close_Date
Question : MCQ
Answer : In This Video
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Important Links :
Admin Beginner Playlist: • Admin Beginner | Salesforce trailhead Tut...
How to create salesforce Developer org account : • How to create Salesforce developer Account...
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