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
Watch the video on the differences between Master-Detail and Lookup fields.

In this video we’ll cover the key attributes of Lookup custom fields as compared to Master-Detail custom fields.
NEXT VIDEO » LOOKUP RELATIONSHIP FIELDS: A PRACTICAL UNDERSTANDING

4m:14s
Watch the video on Salesforce Lookup relationship fields.

In this video we’ll go through a sample scenario for when it’s appropriate to use a custom Lookup relationship field.
NEXT VIDEO » MASTER-DETAIL RELATIONSHIP FIELDS: A PRACTICAL UNDERSTANDING

5m:14s
Watch the video on Salesforce Master-Detail relationship fields.

In this video we’ll go through a sample scenario for when it’s appropriate to use Master-Detail relationship fields.

11m:16s
Donation Workflows in Salesforce

In this video, we cover how Salesforce workflows can help your best relationship management process happen every time.

12m:6s