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
7m:1s

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
5m:3s

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
5m:17s

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
5m:36s
upsert data with jitterbit

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
4m:21s
delete-data-with-jitterbit

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
4m:35s