Administration Essentials

for New Admins

(Managing Data)
Exercise Guide

Table of Contents
6-1: Prepare the Import File ....................................................................................................... 1
6-2: Import Leads Using Wizard ................................................................................................. 3
6-3: Export Using Data Loader ................................................................................................... 4
6-4: Match Record IDs to Accounts ............................................................................................ 7
6-5: Update Using Data Loader .................................................................................................. 8
6-6: Mass Transfer Records, Deactivate a User ........................................................................10
6-7: Schedule Weekly Backup ..................................................................................................12
6-8: Mass Delete Records .........................................................................................................13
Module 6 Review ......................................................................................................................14

6-1: Prepare the Import File

Goal:
Since the import file was prepared by sales reps at tradeshows, it is likely that there are
inaccuracies. Youll need to check the data for accuracy. Once clean, youll need to save the file
as a CSV file.
Tasks:
1. Download and save the leads import file from Conner McCoy.
Open the file in Excel.
Check for blanks and misspellings.
Make sure column headers match existing Salesforce values.
Apply consistent standards for data formats.
Save it as a CSV file.
Time:
10 minutes

Instructions:
1. Download and save the leads import file from Conner McCoy.
A. Click the Chatter tab. (If prompted to watch a video, click Skip | Skip | Skip, Go to
Chatter.)
B. Click the Me tab below your user photo to filter for Chatter posts directed to you.
C. Scroll down to locate the post from Conner McCoy containing a list of leads from our last
two trade shows in North America.
D. Click the More Actions link.
E. Choose Download xlxs.
F. Select the Save File radio button and save it to your desktop with the same name.
G. Click OK.
Open the file in Excel.
A.
B.
C.
D.

Open Microsoft Excel.

Click the Office button, and then click Open.
Browse to the saved file Module 6 Lead Import file.
Click Open.
Check rows and columns for accuracy.

A. Replace any instances of SF with San Francisco.

B. Replace any instances of Calif or Cali with CA.
C. Replace any inconsistent rating values with equivalent picklist values already present in
Salesforce (Cold, Warm, Hot).
Save it as a CSV file.
A. Click the Office button and choose Save As.
B. Name the file Mod6 Lead Import.
C. In the Save as type picklist, scroll down and click CSV (Comma
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Exercise Guide Page 1 of 14

delimited)(*.csv).
D. Click Save.
E. Click Yes.
F. Close the file.

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Exercise Guide Page 2 of 14

6-2: Import Leads Using Wizard

Goal:
Import a batch of tradeshow leads for the Marketing team.
Tasks:
1. Start the Lead Import wizard.
Set the import parameters.
Import the file.
Check the Leads tab for new leads.
Time:
5 minutes

Instructions:
1. Start the Lead Import wizard.
A. Click Your Name | Setup | Data Management | Import Leads.
B. Click Start the Import Wizard.
Set the import parameters
A. In step 5 of the wizard, click Browse and open the Module6 Lead Import.csv file.
i. Assign all new leads to this lead source: Trade Show
ii. Matching Type: Name
iii. Choose Record Type: Tradeshow Lead
B. Click Next.
C. Check the field mapping and make the following corrections.
i.
ii.
iii.
iv.

Full Name: --none selected-First Name: First_Name (col 0)

Last Name: Last_Name (col 1)
Postal Code: Postal_Code (col 11)

D. Click Next.
Import the lead file.
A. Click Import Now!
B. Click Finish.
Check the Leads tab for new leads.
A.
B.
C.
D.

Click the Leads tab.

From the View picklist, choose All Open Leads and click Go!
Click the Created Date heading column to sort the leads newest to oldest.
Review the leads you just imported.

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Exercise Guide Page 3 of 14

6-3: Export Using Data Loader

Goal:
Use the data loader to export the account record ID so you can successfully match new
information to existing Salesforce records.
Tasks:
1. Download and install the data loader (if required).
Log the data loader into the correct org.
Change the default save location and file name for the export file.
Create the SOQL query, to extract the ID field and account name where Industry equals
Technology.
Export the extracted records to a CSV file and view in Excel.
Sort the account name column AZ and save the file.
Time:
10 minutes

Instructions:
1. Download and install the data loader (if required.)
Note: The exact steps will vary depending on the browser used. The following steps are for
Firefox.
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
K.
L.
M.

Click Your Name | Setup | Data Management | Data Loader.

Click Download the Data Loader.
Click Save File.
Double-click on ApexDataLoader.exe to execute it.
Click OK at the security warning.
Click Run.
Follow the instructions in the Windows Install Shield Wizard.
Click Next.
Select the I accept the terms in the license agreement radio button.
Click Next.
Accept the default folder location and click Next.
Click Install.
Click Finish.
Log the data loader into the correct org.

A. Click Start | All Programs | salesforce.com | Apex Data Loader xx.x | Apex Data
Loader xx.x (Note: xx.x refers to the version number. If more than one version is listed,
select the most recent.)
B. Click Export.
C. Enter the login credentials provided to you at the start of class:
i. Username: admin@aw####.com
ii. Password: password1
D. Click Log In. If you see a success message, jump to step F.
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Exercise Guide Page 4 of 14

E. If you see an error message on the login screen, you may need to add your security
token. Return to your training org and follow these steps:
i. Click Your Name | Setup | My Personal Information | Reset My Security Token.
ii. Click Reset Security Token.
iii. Go to the inbox for the email address you added to your Chatter profile at the start of
the course and open the "salesforce.com security token confirmation" email.
iv. From the body of the email, copy the security token.
v. Return to the data loader login screen and paste the security token at the end of your
password.
vi. Click Login.
F. Once verified, click Next.
Rename the file to be extracted and save it to the desktop.
Note: All file names default to export.csv. Renaming prevents losing or overwriting the
files.
A. From the Select Salesforce Object list, select Account (Account).
B. In the Choose a target for extraction text box, enter Export of Tech Account
IDs.csv
C. Click Browse
D. Navigate to the desktop.
E. Click Save.
F. Click Next.
Create the SOQL query, including the ID field.

A. Choose the query fields.

i. Id
ii. Name
B. Complete the Create the where clauses to your query below. fields.
i.
ii.
iii.
iv.

Fields: Industry
Operation: equals
Value: Technology
Click Add Condition.

C. Click Finish.
Export the extracted records to a CSV file and view in Excel.
A. Click Yes at the Warning box. The Operation Finished window appears reporting the
number of successful extractions.
Note: The resulting export file should contain 14 records.
B. Click View Extraction.
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Exercise Guide Page 5 of 14

C. Click Open in external program. The file opens automatically in Excel.

D. Leave the Data Loader open while viewing the file.
Sort the account name column AZ and save the file.
A. Click in account name column.
B. Click the Sort button to sort this column A-Z.
C. Save the file and keep it open.

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Exercise Guide Page 6 of 14

6-4: Match Record IDs to Accounts

Goal:
Match the Salesforce record IDs from the export file to the Region and Zone data you received
from Yuko.
Tasks:
1. Open Yukos file, Mod 6 Yukos File for Region and Zones for Technology
Industry.xlsx.
2. Copy and paste the ID column from the Export of Tech Account IDs. csv into
Mod 6 Yukos File for Region and Zones for Technology Industry.xlsx.
3. Save Mod 6 Yukos File for Region and Zones for Technology
Industry.xlsx in CSV format with the shorter name, Yukos File.
4. Close both files.
Time:
10 minutes

Instructions:
1. Open Yukos file, Mod 6 Yukos File for Region and Zones for Technology
Industry.xlsx.
Note: Yukos file has already been sorted alphabetically (A-Z) by account name.
A.
B.
C.
D.
E.
F.
G.

Click the Chatter tab.

Click the My Chatter filter.
Scroll down to Yukos post containing the Region and Zone file.
Click the More Actions link.
Choose Download xlxs.
Select the Save File radio button and save it to your desktop with the same name.
Click OK.
Copy and paste the ID column from the export file into Yukos file.
Save Yukos file in CSV format with the shorter name, Yukos File.

A.
B.
C.
D.
E.

Click Office button | Save As.

From the Save as type picklist, select CSV (Comma delimited) (*.csv).
Change the file name to Yukos File.
Change the location to your desktop.
Click Save.
Close both files.

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Exercise Guide Page 7 of 14

6-5: Update Using Data Loader

Goal:
Update Region and Zone data, matching records using the record IDs obtained through the data
loader.
Tasks:
1. Perform an update in the data loader using Yukos File.
Save the success and error files to your desktop.
Review the success and error files.
Create a list view to check the import.
Time:
5 minutes

Instructions:
1. Perform an update in the data loader using Yukos File.
A. In the data loader, click Update.
Note: Close any data loader windows left open from the previous exercise.
i. Select Salesforce object: Account (Account)
ii. Choose CSV file: Yukos File (on your desktop)
B. Click Next.
C. Click OK at the Initialization message. Note that 14 records will be considered.
D. Click Create or Edit a Map.
i. Click Auto-Match Fields to Columns.
ii. Click OK.
E. Click Next.
Save the success and error files to your desktop.
A.
B.
C.
D.
E.

Click Browse
Select the directory where your success and error files will be saved.
Click OK.
Click Finish.
Click Yes in the Warning box.
Review the success and error files.

A. View successes.
i. Click View Successes to view the successful updates.
ii. Click Close.
B. View errors.
i. Click View Errors to view any errors in updating.
ii. Click Close.
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Exercise Guide Page 8 of 14

C. Click OK.
Create a list view to check the import.
A. Click the Accounts tab in Salesforce.
B. Click Create New View.
C. Complete the Enter View Name section.
i. View Name: Accounts Modified Today
ii. View Unique Name: (This field auto-populates.)
D. Complete the Specify Filter Criteria section.
i. Filter By Owner: All Accounts
ii. Filter By Additional Fields (Optional):
a. Field: Last Modified Date
b. Operator: equals
c. Value: (todays date)
E. Complete the Select Fields to Display section. Select fields from the Available Fields list
by holding CTRL and clicking the field name.
i. Industry
ii. Region
iii. Zone
F.
G.
H.
I.

Click Add. These fields are added to the Selected Fields list.
In the Restrict Visibility section, select the Visible only to me radio button.
Click Save.
Check to make sure that 14 records were updated.

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Exercise Guide Page 9 of 14

6-6: Mass Transfer Records, Deactivate a User

Goal:
Transfer Phil Smiths California accounts and open opportunities to Matt Wilson. Deactivate Phil
as a Salesforce user
Tasks:
1. Access Mass Transfer Accounts.
Transfer Phil Smiths California accounts to Matt Wilson.
Deactivate Phil Smiths User record.
Time:
10 minutes

Instructions:
1. Access Mass Transfer Accounts.
A. Click Your Name | Setup | Data Management | Mass Transfer Records.
B. Click Transfer Accounts.
Transfer Phil Smiths California accounts to Matt Wilson.
A.
B.
C.
D.
E.
F.
G.

Click the Transfer from lookup icon.

Enter Phil and click Go!
Click Phil Smith in the search results.
Click the Transfer to lookup icon.
Enter Matt and click Go!
Click Matt Wilson in the search results.
Find accounts that match the following criteria:
i. Keep Account Team: (selected)
ii. Billing State/Province equals CA

H. Click Find.
I. After reviewing the matching accounts, select the checkbox beside the Account Name
column to select all of the accounts.
J. Click Transfer.
Deactivate Phil Smiths user record.
A. Click Your Name | Setup | Manage Users | Users.
B. Click S in the alphabetical locator. (If the rows arent already arranged alphabetically by
name, click the title of the Full Name column to rearrange them.)
C. Beside Phil Smith, click Edit.
D. Clear the Active checkbox.
E. Click OK in the warning box.
F. In the user deactivation screen, select all three options:
i. Remove user from account teams.
ii. Remove user from predefined case teams.

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Exercise Guide Page 10 of 14

iii. Remove user from ad hoc case teams.

G. Click Save.

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Exercise Guide Page 11 of 14

6-7: Schedule Weekly Backup

Goal:
Schedule a weekly data export to back up all of AW Computings data as a general best
practice and to meet compliance requirements.
Tasks:
1. Access Data Export.
Set export parameters.
Schedule an export every Sunday for the next month.
Time:
5 minutes

Instructions:
1. Access Data Export.
A. Click Your Name | Setup | Data Management | Data Export.
B. Click Schedule Export.
Set export parameters.
A. Export File Encoding: ISO-8859-1 (the default encoding)
B. Include images, documents and other attachments: (deselected)
C. Replace carriage returns with spaces: (selected)
Schedule an export every Sunday for the next month.
A.
B.
C.
D.
E.

Frequency: Weekly
Recurs every week on: Sunday
Preferred Start Time: 7:00 PM
Exported Data: Include all data
Click Save.

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Exercise Guide Page 12 of 14

6-8: Mass Delete Records

Goal:
Identify the practice leads that the sales reps created while training for the trade show. Delete
these invalid leads so that the data in Salesforce remains accurate.
Tasks:
1. Access Mass Delete Leads.
Search for leads that meet specific criteria.
Mark and delete all matching leads.
Time:
5 minutes

Instructions:
1. Access Mass Delete Leads.
A. Click Your Name | Setup | Data Management | Mass Delete Records.
B. Click Mass Delete Leads.
Search for leads that meet specific criteria.
A. Complete the Find Leads that match the designated criteria.
i.

Enter the details of the first criterion.

a. Picklist 1: Company
b. Picklist 2: contains
c. Picklist 3: AW Computing

ii. Enter the details of the second criterion.

a. Picklist 1: Created Date
b. Picklist 2: equals
c. Picklist 3: (todays date)
B. Click Search.
Mark and delete all matching leads.
A. Review the list of matching records.
B. Once you are satisfied these are the correct leads to delete, select the first checkbox
beside the Name column to select all of the records.
C. Click Delete.
Note: There should be 5 leads.

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Exercise Guide Page 13 of 14

Module 6 Review
Which users have access to import wizards?
Users need to Import Personal Contacts perm to use the Personal Accounts/Contact
wizard. (Standard User profile)
Users need Import Leads perm to use the Leads wizard (Marketing User checkbox on
the User record and/or the Import Leads perm on the profile Marketing User profile)
Describe the benefits of the import wizards.
Data can be imported from any CSV file.
You can choose whether or not to trigger workflow with the import.
Match on Name, Email or Salesforce ID to prevent duplicate records.
List the benefits of the data loader.
Import large files (50,000 or greater.)
Load objects such as products or opportunities
Save field mappings for later use.
Update, upsert, export or delete data.
Can a bad import be undone?
Yes using mass delete records.
Can user records be deleted? If yes, describe the implications. If not, why?
User records cannot be deleted.
List three ways to back up data.
Reports, scheduled backup service, manual backup
What can you do with users records when they leave the company?
Closed records such as opportunities and cases can be left assigned to their respective
users, while open records can be transferred to new owners using the mass transfer
tool.

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Exercise Guide Page 14 of 14