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Data and Analytics Management

Getting data in, out, and backed up, keeping it clean with validation and duplicate management, and turning it into reports and dashboards that respect record access.

4 topics

About 8 minutes of reading

  1. 6.1Importing, exporting, and managing dataPick the import tool by volume and object: the Data Import Wizard for common objects and moderate volumes, Data Loader for everything else. External IDs let you update and insert in one pass. Before any mass change, export a backup.2 min read
  2. 6.2Data quality: validation and duplicatesClean data starts at entry. Validation rules block records that break business rules, picklists and required fields limit what can be typed, and duplicate and matching rules catch the same person or company being entered twice.2 min read
  3. 6.3Reports and report typesA report is a question asked of your data. The report type decides which records and fields are available, the format decides how they're grouped, and filters narrow the result. Reports only show records and fields the running user is allowed to see.2 min read
  4. 6.4DashboardsA dashboard is a visual page of components, each fed by a source report. The running user decides whose data access the dashboard uses: one fixed person, or whoever is looking at it.2 min read