In this video, learn how to extract the data from Salesforce, using Salesforce's reporting capabilities. Take a look at some of the settings you need to be careful of to make sure you are then able to use your data in Microsoft Excel.
- [Instructor] And now for the final step,…let's export this report for further use in Excel.…At the top right of your screen, click on the down arrow…next to edit and select export.…Once this window opens, you need to select an encoding.…The encoding is a set of characters Salesforce…will use to write your data into your export file.…It's a bit technical for what we're looking to do here,…but let's just say I encourage you to select Unicode UTF8.…
It's great for working with international data…that could have characters that do not exist in English,…and you will avoid funny characters in your export.…The second element is the format of your file,…and here you have two options.…Go with an old Excel format, or a comma…delimited file, a CSV.…In our case, we'll select the CSV.…The CSV file is just a text file…that contains information that Excel can use…to recreate a spreadsheet with your data in it.…
By using a CSV file, we're going to be able…to have better control over data once we'll import…it into Excel.…Once you have selected it, just click on export,…
- How the pipeline materializes in Salesforce
- Examining a high-level overview of the sales cycle
- Examining qualitative and quantitative measures
- Acquiring and preparing your data
- Creating your report in Salesforce
- Working with qualitative and quantitative reports
- Conducting effective pipeline reviews
- Collaborating with the sales team
Skill Level Intermediate
1. The Sales Cycle and Salesforce Pipeline
2. Acquiring and Preparing Your Data
3. Qualitative Reports
4. Quantitative Reports
5. Conducting Effective Pipeline Reviews
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