In this video, learn how to import your Salesforce extract into Microsoft Excel, and how to change the settings to ensure the data is correctly formatted.
- [Instructor] In this video we'll see how to import…the csv generated by Salesforce into Microsoft Excel.…So at this point we have created our…export from Salesforce, and it should be…waiting for you in the Downloads folder…on your computer.…Or if you're using the exercise files,…I'm going to show you in a second where to find it.…Now I have opened Microsoft Excel here,…and I'm going to open a blank workbook.…Now let's import the Salesforce data.…Let's go into the data tab and click on…From Text in the Get External Data area.…
Now let's go to the Exercise File folder,…which is on my desktop.…And in the 0204 folder, let's select the…Salesforce Extract, and let's click on Import.…So we're now in the Text Import Wizard.…The first thing we want to select is the…Delimited option, which is the one that's…going to help us to differentiate between…the different columns based on the comma…separator from our file.…And let's look at the file origin here.…We want to make sure that we have UTF-8 selected,…just as we did when we exported…
- 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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