Data Import: Cleaning Up Your Import File


This short video walks you through how to clean up your import files in prepartion for getting your data into Salesforce. We'll walk you through both the how and the why of clean up, and how you can catch duplicates and match the data to the correct owner. And we provide information on how to keep your data clean, once its in Salesforce.
Data Import playlist
Help Topics
Data validation rules:
Lookup fields:
Workflow field updates:
Formula fields:
Record types:
page layouts: