import-salesforce-records-with-jitterbit

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
5m:7s
export_salesforce-data-with-jitterbit

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:

4m:25s
connecting-jitterbit-to-salesforce

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
1m:55s
install-jitterbit-data-loader

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
2m:33s
update-salesforce-with-jitterbit

This video demonstrates how to update Salesforce data using the Jitterbit Data Loader. This can be useful if you need to clean or populate data for a field in Salesforce and don't want to go through each record one by one to make those updates. After watching this video, you should be able to do the following:

  • Export data out of Salesforce
  • Create a data map to connect spreadsheet data to Salesforce fields
  • Understand a standard Jitterbit workflow
  • Update a large number of Salesforce records with one operation
9m:13s
Play the video training on Master-Detail and Lookup relationship fields

Look-Up fields and Master-Detail relationship fields differ in their capabilities and implications so in this video series we will:

5m:5s