For those of you following along, you know that data loading is one of my favorite hobbies. And yet, I know that actually loading data into Salesforce is only part of the equation in creating an efficient and effective CRM environment.
While I've offered a number of how-to's on getting your data into Salesforce, I haven't talked about how to make sure you're adding clean, useable data. In addition to making sure your data is in the right format, sometimes you also need to alter the information you're starting with to ensure the end result is what you want available in Salesforce. Read more »