In this session, I show you how to get a file ready for inport into Salesforce.com and then how to map the fields of the inport file to the fields of the object.
We then will do a complete inport of Leads from a .CSV file and I will walk you through the process.
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I show you how to:
1. Create a google doc and publish as a website
2. Create a custom URL field in Salesforce
3. How to enter the link to the Google Doc into the record.
The reason for this video was the fact that you cannot add a document (as an attachment) to a task or event inside of Salesforce. If you had substantiating information for the task, or an agenda or other documentation for an Event, what I show you might be a great way to attach that information to the record.
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I show you hot to use Salesforce.com Duplicate Account Merge function, taking three duplicate accounts and merging them into one.