Salesforce.com Data Migration With Ease

Master mass data manipulation techniques for Salesforce System Administrators. Learn to handle large data efficiently to enhance your admin skills.

  • Overview
  • Curriculum
  • Instructor
  • Review

Brief Summary

This course is awesome for System Administrators who want to master moving and managing large sets of Salesforce data. You'll get hands-on with techniques for bulk updates and data migrations, making you a pro in no time!

Key Points

  • Learn mass data manipulation techniques for Salesforce
  • Tools for managing large amounts of data efficiently
  • Work with data migrations during initial implementations
  • Update existing records in bulk
  • Navigate complexities with special objects like Products and Campaigns

Learning Outcomes

  • Gain confidence in manipulating mass data in Salesforce
  • Learn to migrate data from previous systems to Salesforce
  • Become skilled at updating multiple records at once
  • Master techniques for cleaning up existing data
  • Understand complex migrations involving special objects

About This Course

Mass data manipulation tools and techniques for Sys Admins

This course is for Salesforce.com System Administrators who already know how to configure the platform, but who want to add mass data manipulation competency to their skill set. In this course you will learn how to manipulate large quantities of data at once, instead of one record at a time.

You should have either completed the Udemy "Salesforce.com Admin Essentials for Beginners" course or have at least a year of on-the-job experience as a Sys Admin before taking this course, since basic Admin knowledge is assumed. Note: The primary tools used in this course run on PCs, but not Macs.

In this course you will learn key skills needed in the workplace for System Administrators or Implementation consultants.

  • What do you do when you add a new field to existing records, given that the field will be blank on all records?

  • What do you do during an initial implementation of Salesforce, to get existing data from the system the company had been using into the new one?

This course will answer these questions and more. Learn the tools to use, how to use them, and the choices you will make along the way. Included are the following handouts:

  1. A critical checklist for data migrations; and

  2. Important keys to working with more complex migrations involving special objects like Products and Campaigns.

Once you complete this course you should feel confident working with large amounts of data with a data competency. You may even decide that you would like to specialize in this area. It is a unique skill set that even many seasoned System Administrators lack. And you can start learning now and be able to apply your skills on the job within the week.

Note that the primary tool used in the course is PC specific, but later lectures explore alternate techniques and tools that can be used in a Mac environment.

  • Learn to migrate data between systems for initial implementations of Salesforce.com

  • Learn to update values on existing records in mass, instead of one record at a time

  • Clean up existing records the easy way

Instructor

Profile photo of Aspiratech Training
Aspiratech Training

Hello, I am the founder of Aspiratech. In early 2007 I moved to the San Francisco Bay Area and took a temp job at a transportation logistics company for a position requiring two weeks of training. The day before I began, the employee I was filling in for decided to leave early for maternity leave. It turned out that she...

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Review
4.9 course rating
4K ratings
ui-avatar of Venkateswararao Koganti
Venkateswararao K.
4.5
4 years ago

good

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ui-avatar of Erin Rourke
Erin R.
5.0
5 years ago

Yes! I wanted a course that would reinforce what I know about data migration, but still provide me with additional information. This course has met this expectation. I hope to bring what I have learned to my business environment.

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ui-avatar of Karen Ciandella
Karen C.
4.0
6 years ago

It was good. I would like to see other data migration tools demonstrated also.

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ui-avatar of Suman K Tandon
Suman K. T.
1.0
6 years ago

is very old stuff, needs to be updated

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ui-avatar of Harish Sawarkar
Harish S.
4.0
8 years ago

it covers very basic very good. however some complex scenarios could have been cover

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ui-avatar of Smruti Ranjan Nayak
Smruti R. N.
5.0
8 years ago

everything has been covered

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ui-avatar of Marc Schwartz
Marc S.
4.0
9 years ago

Good overview of the data migration topic, covering both general knowledge and practical usage.

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ui-avatar of Esteban Duenas
Esteban D.
4.0
10 years ago

There's not much to Apex so the content is pretty light. that said, if you're a total newbie such as myself to SFDC, then it's worth the course to familiarize yourself with the tool.

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ui-avatar of Vikram Dhawan
Vikram D.
5.0
10 years ago

It's a perfect course just to cover the basics of data migration. Not too long and to the point.

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