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
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
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
forcify.me donation types in Salesforce

The nonprofit starter pack comes with four pre-defined types of donations. You might have noticed these types in your own Salesforce when creating a new donation.  The default types of donations are:

  • Donation
  • Grant
  • Major Gift
  • Matching Gift

The NPSP uses the Salesforce feature called, Record Types to track types of donations.  In this video we cover how-to create new record types and customize the layout, fields, record security and other options around a new type of donation. 

10m:56s
Donation Workflows in Salesforce

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

12m:6s