Creating and Tracking a Fundraising Campaign

Video Length: 
7m:1s

This video demonstrates how to create and track a fundraising campaign in Salesforce. After watching this video, you should be able to do the following:

  • Create a Salesforce Campaign
  • Add supporters to your Campaign
  • Attribute donations to your Campaign
  • Update supporter Campaign statuses
  • View important Campaign metrics

Data Loading: Altering Data Before Loading In To Salesforce

Video Length: 
5m:3s

This video demonstrates how to alter data that is being loaded in to Salesforce. This can be helpful when source data needs to be combined, appended, or adjusted before it is added to a Salesforce record. After watching this video, you should be able to do the following:

  • Combine multiple source field values into a single Salesforce field
  • Add text to field values ahead of Salesforce record saving
  • Understand the use of Jitterbit Data Loader data functions

Data Loading: Creating Default Values For Salesforce Fields

Video Length: 
5m:17s

This video demonstrates how to set default values for fields before data is loaded into Salesforce. This can be helpful when you need to create the same value for a field for every record in a data operation, or if you need to ensure that a particular field always has data. After watching this video, you should be able to do the following:

  • Create a default value in an Excel spreadsheet
  • Create a default value using Jitterbit Data Loader
  • Understand the use of file formats in Jitterbit Data Loader

Data Loading: Fixing Excel Data Issues Before Loading To Salesforce

Video Length: 
5m:36s

This video demonstrates how to solve a few data cleaning issues in Microsoft Excel. While Excel can be a valuable data loading tool, it is important to know how to format your data so that it will load into Salesforce correctly. After watching this video, you should be able to do the following:

  • Understand the proper data format for Salesforce
  • Add leading 0's back to zip codes
  • Change data formats in Excel
  • Convert data types in Excel

Data Loading: Upserting Salesforce Records With Jitterbit Data Loader

upsert data with jitterbit
Video Length: 
4m:21s

This video demonstrates how to upsert data from Salesforce using the Jitterbit Data Loader. Upsert is a combination of updating and inserting, meaning you can use one data set to update existing records at the same time you insert new records. After watching this video, you should be able to do the following:

  • Understand external IDs
  • Choose the proper field to determine record existence
  • Run a Jitterbit Upsert operation
  • Confirm record creations/updates in Salesforce

Data Loading: Deleting Salesforce Data with Jitterbit Data Loader

delete-data-with-jitterbit
Video Length: 
4m:35s

This video demonstrates how to delete data from Salesforce using the Jitterbit Data Loader. You can use this to delete a large number of records at once, rather than going one-by-one via the Salesforce web interface. After watching this video, you should be able to do the following:

  • Find Salesforce IDs from previous data operations
  • Map Salesforce IDs from a spreadsheet to Salesforce
  • Run a Jitterbit Delete operation
  • Confirm record deletion in Salesforce

Data Loading: Importing Salesforce Records With Jitterbit Data Loader

import-salesforce-records-with-jitterbit
Video Length: 
5m:7s

This video demonstrates how to import data from a spreadsheet into Salesforce using the Jitterbit Data Loader. This can be helpful in bringing in new contacts from offline efforts, or transferring data from a separate system into Salesforce. After watching this video, you should be able to do the following:

  • Prepare your data for import
  • Map data from a spreadsheet to a Salesforce object
  • Save a Jitterbit data operation for later use
  • Run a Jitterbit Insert operation
  • View imported records in Salesforce

Data Loading: Exporting Salesforce Data with Jitterbit Data Loader

export_salesforce-data-with-jitterbit
Video Length: 
4m:25s

This video demonstrates how to export data from Salesforce in to a CSV file using the Jitterbit Data Loader. This can be helpful if you need to move Salesforce data to another system, or use the data outside of Salesforce (say for a call list or letter mailing). After watching this video, you should be able to do the following: Read more »

Data Loading: Connecting Jitterbit Data Loader to Salesforce

connecting-jitterbit-to-salesforce
Video Length: 
1m:55s

This video demonstrates how to configure the Jitterbit Data Loader to connect with your instance of Salesforce. You will need to create this connection in order to follow along with the rest of the videos in the Data Loading Series. After watching this video, you should be able to do the following:

  • Get your Security Token from Salesforce
  • Connect Jitterbit Data Loader to Salesforce

Data Loading: Installing Jitterbit Data Loader for Salesforce

install-jitterbit-data-loader
Video Length: 
2m:33s

This video demonstrates how to install the Jitterbit Data Loader for use with Salesforce. You will need to install Jitterbit Data Loader in order to follow along with the rest of the videos in the Data Loading Series. After watching this video, you should be able to do the following:

  • Register for the Jitterbit website
  • Download Jitterbit Data Loader
  • Install and run Jitterbit Data Loader
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