salesforce certification lab ii

8/13/2019 SalesForce Certification Lab II

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Getting Started with SalesForce CRM

SalesForce Developer Track Certification

Preparation Guide II

Description:BISP is committed to provide BEST learning material to the beginners and

advance learners. In the same series, we have prepared a complete end-to

end Hands-on Beginners Gide !or Sales"orce. The docment !ocses on

basic #e$words, %ata &anagement Tools, Storage %ata and 'PI based

tools.(oin or pro!essional training program and learn !rom e)perts.

History:Version Description Change uthor Pu!lishDate"#$ Initial Draft Chandra Prakash Shar%a $"thDec &$"&"#$ 'evie()$ %it Shar%a $"thDec &$"&

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Contentsontents..........................................................................................................................

How To se psert In Sales"orce ................................................................................... /

%ata &anagement Tools .................................................................................................0

'nal$tic Snapshots.......................................................................................................0

%ata Import 1i2ard in Sales"orce ................................................................................3

Import data in three eas$ steps ................................................................................3

How To import data b$ Import %ata 1i2ard ..............................................................*4

Import 1i2ard !or 'cconts5ontacts.........................................................................*6

...................................................................................................................................... +*

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Import 1i2ard ............................................................................................................ +*

Import Soltions ........................................................................................................ +6

Import stom 7b8ects...............................................................................................+9

E)port %ata ............................................................................................................... How to ta#e E)port data in Sales"orce :..................................................................

E)port ;ow:.............................................................................................................

Schedle E)port:..................................................................................................... oader E)e !ile !rom Sles!orce.com : ................................./+

&ass Trans!er =ecords................................................................................................/

&ass %elete =ecords.................................................................................................. //

State and ontr$ Pic#lists........................................................................................./anch 1i2ard

btton clic# on this btton.

Step $ :,'!ter clic# on +aunch 7i8ard9btton, then $o have seen new screen there is two

option

*. Standard ob8ect +. stom ob8ect

- lic# on Custo% 3!ecta!ter then $o can see cstom ob8ect Tab list

. choose cstom tab an$one.

- '!ter clic# on stom Tab then $o can see new list/. there is three option select an$ one, ?"or e) :- I will select 'dd new =ecord @

- '!ter clic# on dd ne( records link$o can see new list

6. There is three option select an$ one, ?I will select S !irst option@

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Then select S option and clic# to 6ro(sebtton and select $or .S !ile. and clic#

to .e/tbtton.

Step & :,'!ter lic# to ;e)t btton Then $o can see new page it called 1dit 2appingpage, i!

$o want to mapped $or !ields ,i! need to change mapped !ield clic# on Changelin#a!ter that open new pop bo) select $or mapped !ield and clic# to %apbtton. Then

$o clic# on .e/tBtton.

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Step - :,'!ter that $o can see, $or selections list, $or import will inclde, and mapping list.

'!ter then clic# on Start i%portbtton.

Step 0 :,'!ter lic# on Start importbtton then $o can see &essage bo) clic# on 7#btton

'!ter clic# on o# btton then $o can see new screen !or related iew the details o! a

bl# data load 8ob, there $o can see all in!ormation abot ploaded !ile and $o can

all show chec# stats.



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I! $o want see $or recodes lic# on stom Tabs?E) :- Bac# o!!ices@ and clic# to Go

btton, $o can see that bellow.

.ote :, 'll so send lin# on mail b$ Sales!orce.com.

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I%port 7i8ard for ccounts;Contacts

se this wi2ard to import acconts and contacts !or mltiple sers in $or organi2ation.

Ao mst be a sales!orce.com administrator to se this wi2ard.

lic# on Start the I%port 7i8ard9 .



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Step & :, Browse .S !ile select contact matching t$pe, 'ccont &atching t$pe. i!

need to trigger pdate chec#ed trigger wor#!low rles.



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Step - :,

I! need to map contact !ields map all !ields and clic# to .e/tbtton.



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Step 0 :,

&ap contact phone and address !ields then clic# on .e/tbtton.



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Step 5 :,

&ap accont !ield i! $o want to overwrite data chec#ed 3ver(rite e/isting account

values chec# bo). then clic# on .e/tbtton.



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Step < :,

Step = :,

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Step > :,

'!ter then clic# on "inish btton.

I%port 7i8ard

Prepare $or list o! names according to the speci!ications !or mapping !ields in

$or lead import !ile.

lic# the &anage &embers drop-down btton and select 'dd &embers - Import"ile on the detail page o! the campaign $o want to pdate.

lic# Import >eads.

lic# Browse and choose $or import !ile.

Select a lead sorce.

Select an assignment rle to assign the leads.

7ptionall$ choose to se assignment rle settings to noti!$ the new record

owners.

Select the de!alt member stats !or leads with blan# or invalid statses.

Select the character encoding o! $or import !ile. &ost sers do not need to

change the de!alt setting. 7ptionall$ choose to trigger wor#!low rles !or new and pdated records.

7ptionall$ choose to trigger wor#!low rles !or new campaign members.

lic# ;e)t.

&ap the Sales"orce !ields to the !ields in $or import !ile, then clic# ;e)t.

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&ap the Sales"orce campaign member stats !ield and an$ campaign member

cstom !ields to $or import !ile, then clic# ;e)t. This is onl$ available i! $o

have campaign member cstom !ields.

lic# Import ;ow.

Ho( to I%port +ead :

Setup F Data 2anage%entF I%port +eadsthen clic# on Start The i%port

7i8ard 9

Step $ :,

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Step & :,



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Step - :,

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lic# on I%port .o(9btton then open new page clic# on Finishbtton.

I%port Solutions

The import wi2ard !or soltions allows $o to prevent the creation o! dplicate records

b$ matching records according to one o! the !ollowing !ields: soltion title, Sales"orce

I%, or e)ternal I%. In $or import !ile, inclde a colmn !or the !ield that $o are sing

!or record matching

Step $ :, chec#ed 'adiobtton ;o- insert all records in m$ import !ile.



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Step 0 :,

select ser !ield are $o inclding in $or !ile to designate soltion athors.

Step -:,



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Step 0 :, i! need to map !ield, $o can do.

Step 5 :,



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Step < :, clic# on Finishbtton.

I%port Custo% 3!ects

Import wi2ard !or cstom ob8ects allows $o to prevent the creation o! dplicate

records b$ matching records according to one o! the !ollowing !ields: cstom ob8ect

name, Sales"orce I%, or e)ternal I%. In $or import !ile, inclde a colmn !or the !ieldthat $o are sing !or record matching.



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Step $ :,

Select $or cstom ob8ect chec#ed on radio btton. then clic# on .e/tbtton.

Step & :,



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Step - :,

Step 0 :, Browse .S !ile and clic# on .e/tbtton.

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Step 5 :,

select !ield mapping and clic# on ;e)t btton.



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Step < :,lic# on I%port .o(9btton.

Step = :, lic# on "inish btton.



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1/port Data

%ata E)port !eatre is available on Sales"orce, In sales!orce.com $o can prepare acop$ o! all $or data .

on this page $o can start the e)port process manall$ or schedle it to rn

atomaticall$.

when e)port is read$ !or download, $o will receive an email containing a lin# that

allows $o to download the !iles

E)port !iles are available on this page !or /9 hors, a!ter that the$ are deleted

its available onl$ .S !ormat.

Ho( to take 1/port data in SalesForce :

lic# Setup-F Data 2anage%ent-F Data 1/port

'!ter clic# on Data 1/port$o can see new page there is two option is available

1/port .o(and Schedule 1/port $o can see below.

1/port .o(:

The E)port ;ow option prepares $or !iles !or e)port immediatel$. This option is onl$

available some time that store onl$ last e)port record.

lic# on 1/port .o(btton then $o can seen new screen, $o can see below

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Step $ :,I! $o want to e)port all data chec#ed the Include all datachec# bo), and $o want

some limited data select $o data b$ chec#ed chec# bo) and clic# to Start E)port

btton.

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'!ter clic# on Start E)port !ew second ta#e $o got one new screen and send lin# $o

mail id $o can see below. and all so chec# $or mail id.

Step - :,'!ter that $o can =e!resh $or page $o can see that lin# available on page clic# to

given below lin# and download e)port data. downloaded !ile is available in 2ip !older.



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Schedule 1/port:

Sales"orce provide to $o Schedle E)port option its allows $o to schedle the e)port

process !or wee#l$ or monthl$ intervals,

and $o can E)port b$ start date and end date.

Ao can schedle e)port data an$ da$ o! month, an$ wea# o! month, and all $o can

choose Start date to End date !or schedle e)port data.'!ter schedle $o can clic# on Savebtton.

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'!ter clic# on Save btton $o can see one message in message some write .e/t

Schedule 1/port $o can see below. $o get a remainder on this date ever$ month.

Storage *sage

Storage sage show Aor organi2ations storage sage data.



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2ass Transfer 'ecord

Sales"orce provide to &ass Trans!er tool, se this tool to trans!er mltiple acconts,

service contracts, leads and cstom ob8ects !rom one ser to another.

Ho( to go 2ass Transfer 'ecords :

clic# Setup-F Data 2anage%ent-F 2ass Transfer 'ecords

Step $ :,lic# on &ass Trans!er =ecords $o can see mass Trans!er right side on web page.

$o can see below.



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Select an$ one option clic# to an$ lin#.?E) :- Trans!er Positions@ then open new web

page $o can see below.

Step & :,+?*@ :- "ind positions that match the !ollowing criteria. Select vale b$ sing dropdown

i! not select an$ !ield $o can directl$ !ind.

+?+@ :- lic# to "indbtton !or !ind the vales. I! vale is available show below on !indbtton, i! not vale not available there nothing print.

+?@ :- lic# on >oo#p btton and select Trans!er "rom and select name on given list.

+?/@ :- lic# >oo#p btton and select Trans!er To select name on given list.

+?6@ :- hec# bo) chec#ed which want to trans!er

+?


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Step & :,&?$@ :,"ind ontacts that match the !ollowing criteria. this is not a mandator$ !ield $o

can withot select an$ !ield search directl$.

&?&@ :,lic# to search records.

&?-@ :,I! want to delete permanentl$ chec# this chec# bo), else nchec#ed this chec#

bo).

&?0@ :,lic# to here to chec#ed chec# bo)s which want to delete.

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These are all Standard

7b8ects


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&?5@ :,lic# to %elete btton !or delete records.

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Data +oader in SalesForce#co%Sales"orce provide to $o client application it is data loader !or wor# the bl# import or

e)port o! data.

se it to Insert, pdate, psert, %elete, E)port or E)tract 'll sales!orce.com records.

Ho( to do(nload Data +oader 1/e file fro% Slesforce#co% :

lic# to Setup-F Data 2anage%ent-FData loader

Then $o can see lin# !or download Data +oaderE)e.

'!ter download %ata >oader Install this on $or machine. Then clic# to %ata >oader

icon, a!ter that open one window $o can see below.

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2ass Transfer 'ecords

sing &ass Trans!er =ecords $o can trans!er stom record or Standard recorder

Trans!er one ser to another ser. Select an$ ser on clic# lin# .

Step $ :,



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2ass Delete 'ecords

Ao can delete mltiple contacts, leads, cases, soltions, acconts, prodcts or

activities at one time. b$ sing mass delete records $o can delete Standard record .

Be!ore $o se mass delete, we strongl$ sggest $o rn a report to archive $or

in!ormation.

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clic# on Search btton then $o can see search reslt chec#ed delete !ields. $o can

see below.

Then $o can clic# on Deletebtton.



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State and Country Picklists

State and contr$ pic#lists allow sers to select states and contries !rom prede!ined,

standardi2ed lists, instead o! entering state and contr$ data into te)t !ields. State and

contr$ pic#lists allow !or !aster and easier data entr$ and help to ensre cleaner data

that can be leveraged !or other sesin reports and dashboards.

Ao can se the state and contr$ pic#lists in most places that state and contr$ !ields

are available in Sales"orce.com :



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- =ecord edit and detail pages.

- >ist views, reports, and dashboards.

- "ilters, !nctions, rles, and assignments.

PI , 6ased Tools

S3P PI :

se S7'P 'PI bindings i! $o are sing a strongl$ t$ped langage li#e (ava that

generates 1eb service client code. SalesForce provides programmatic access to $or

organi2ations in!ormation sing simple, power!l, and secre application programming

inter!aces. To se this docment, $o shold have a basic !amiliarit$ with so!tware

development, 1eb services, and the Sales"orce ser inter!ace.



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'1ST PI :

se =EST 'PI bindings i! $o are sing a langage that is not strongl$ t$ped, li#e

(avaScript. The =EST Tooling 'PI can be sed 8st li#e the "orce.com =EST 'PI.

salesforce certification lab ii

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