How To Fix Your Data Before You Add It To Salesforce

For those of you following along, you know that data loading is one of my favorite hobbies. And yet, I know that actually loading data into Salesforce is only part of the equation in creating an efficient and effective CRM environment.
While I've offered a number of how-to's on getting your data into Salesforce, I haven't talked about how to make sure you're adding clean, useable data. In addition to making sure your data is in the right format, sometimes you also need to alter the information you're starting with to ensure the end result is what you want available in Salesforce.
With that in mind, I've been taking our data loading lessons to the next level. If you are ready get your hands a little data dirty (don't worry, I'll walk you through each step of the way), head on over to the videos to find lessons on:

  • Altering Data Before Loading In To Salesforce - Want to add a prefix to data values before you add them to Salesforce? Need to combine multiple fields into one, like Address Line 1 and Address Line 2 for Salesforce's multi-line address field? This lesson is for you.
  • Creating Default Values For Salesforce Fields - It can be quite helpful to set one or more fields to a specific value as part of a data load. This could include a processing date, a source for your import, or more. This lesson shows you how to set those values as part of your data operation.
  • Fixing Excel Data Issues Before Loading To Salesforce - Sometimes, your data just isn't ready for loading. Your dates might be in the wrong format, or Excel has removed all the leading 0's from your zip codes (sorry New England and New Jersey!). I'll show you how to fix those before you add them to Salesforce.

And stay tuned to the video series on data loading for upcoming lessons in data loading, including some advanced tricks and techniques for working with the Non-Profit Starter Pack