Data Management
10 Articles
- Quick Start for Importing Data
- Import Wizard: Creating Export Files
- Import Wizard: Integrated Importing Utility
- Importing Accounts & Contacts
- Importing Custom Objects
- Reversing an Import
- Data Loader: Bulk Upload Utility
- Install the Data Loader (optional)
- Data Loader: Inserting, Updating, or Deleting Data (optional)
- How do I edit multiple records?
- App & How to Customize Them
- Customize the Home Page
- Add a Custom Field
- What type of fields can I add?
- How do I modify a the values of a picklist field?
- Define Dependent Picklists
- Edit Page Layouts to Add New Fields & Other Items
- Create a New Page Layout
- Customize Page Layouts
- Assign Page Layouts to Specific Users