What are the best practices for importing data into Salesforce?
An example of an AI chatbot conversation about Salesforce data import best practices.
What are the best practices for importing data into Salesforce?
When importing data into Salesforce, it's essential to follow best practices like data mapping, cleaning, and validation.
Can you explain data mapping and why it's important?
Data mapping involves matching fields from your source data to Salesforce fields, ensuring accurate data transfer.
What tools can I use for data cleaning before the import?
You can use tools like Excel, Google Sheets, or specialized data cleaning software to prepare your data.
Are there any specific file formats I should use for the import?
Yes, Salesforce supports CSV files for data imports, which is the recommended format.
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