Working with Data

Host: Paul Baxter, Knowledge Manager + Analyst, Craftsman Technology Group

Working with Data is a half day classroom training recommended for intermediate-level Salesforce users. Each BOOTCAMP Plus session focuses on a specific topic and allows for detailed scenarios and hands-on exercises. It gives nonprofit professionals a deeper understanding of how to best leverage Salesforce.

Learn how to successfully import and maintain your organization's information by matching your data to Salesforce’s internal structure. Leave with a toolkit for managing your data in the system. Gain the confidence and knowledge to:

• Prepare data in Excel
• Understand the differences between various data migration tools: Data Loader, Dataloader.io, Data Wizard
• Execute imports
• Migrate donations and attach the data to accounts
• Migrate cases and attach data to contacts
• Add contacts to campaigns
• Execute advanced migration using External IDs to attach donations to accounts
• Insert, update and delete with a data migration tool

Please bring a laptop to the training. There will be hands-on learning exercises. Chrome or Firefox browsers are recommended (Internet Explorer and Safari do not work well with Salesforce). Chromebooks and tablets are not recommended due to varying interfaces.

Contact events@craftsmantech.com with any questions or for more information.