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
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

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
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
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

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