Data Loading: Fixing Excel Data Issues Before Loading To Salesforce

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
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