Cheat sheet

5 Ways to Fix Your Salesforce Import Process

As a Salesforce admin, you’re constantly being asked to add new datasets into Salesforce.

But without an effective import strategy, you’ll end up following slow, frustrating processes that slowly chip away at data quality.

Follow the tips in this cheat sheet to identify the problem areas of your import process and learn how to address them effectively for a future of easy data loads.

Tips include:

  • How to set an effective data import strategy
  • Tips to automate key import workflows
  • How to document your process for future efficiency
  • Expert guidance to create an import template to standardize processes across your organization

Ready to take your import process to the next level?

Download the cheat sheet!