Live Training

From CSV to CRM: Salesforce Data Migration

Transform your spreadsheets into Salesforce records. This course is your step-by-step guide to turning disconnected spreadsheets into powerful, actionable CRM data. We will show you how to clean, map, and import your data the right way so your Salesforce org runs smarter and cleaner than ever before. By the end, you will know exactly how to turn raw data into real CRM results, boosting efficiency, accuracy, and business impact.

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Learning Outcomes

Executing data migrations to transform raw datasets into CRM results

Develop a clear, step-by-step plan for successful Salesforce data migration projects.

Apply best practices for data cleansing, mapping, and validation prior to import.

Execute accurate and efficient data imports using Salesforce Data Loader.

Identify and resolve common data issues, including duplicates and formatting errors.

course details

Course Description Box

COURSE DETAILS

LIVE CLASS

Category

  • Essential Skills for the New Salesforce Admin

Personas

  • Non-Technical Admin (Part time Admin)
  • Technical Admin

Learning Scenarios

  • New to Salesforce, Developing in-house Salesforce Muscle
  • Partner & SIs ramping your talent bench
Duration
2 Hours
Enrollment
USD 600
Prerequisite
None

Session Details

This course is to be delivered over 2 sessions of 1 hour each :

  • Session 1: Installing Data Loader, Preparing Data Files, and Inserting Records into Salesforce
  • Session 2: Updating, Upserting, Exporting, and Deleting Salesforce Data using Data Loader

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Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.