Working with Data

Host: Paul Baxter, Knowledge Manager + Analyst, CRAFTSMAN TECHNOLOGY GROUPWorking 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.