Learn how Salesforce lead records are updated from an external file.
- [Narrator] Let's talk about updating Salesforce…records using comma separated values files.…You can easily update records within Salesforce…within the leads, contacts or accounts objects…using the record ID as the unique identifier.…Every record in Salesforce has a unique record ID number.…Let's check out how this works.…We'll need to be signed in…and we're starting from the home tab.…Then we'll go ahead and click the app launcher…here on the left hand side.…Then we'll click on reports.…Now we've got a sample tabular report here called All Leads.…
We'll click on that.…And then we'll need to add the record ID number…to the report so what we'll do is click on edit…and we'll find the record ID in the field section.…We'll go ahead and use the quick find here…and type in ID…and then we'll drag the lead ID over,…which is the record ID.…Notice the bar that appears,…that's where we'll be dropping it.…And then we don't need to save this report,…we're not going to permanently change it.…Let's click run report.…We can see the lead ID has shown up in this column…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Customizing apps
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Beginner
1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
Search layouts4m 59s
6. Data Management
7. Data Security
Next steps1m 12s
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