Import Data into Salesforce environment
Nigel Long
(0)
Starting at
$
20
About this service
Summary
I can take hours of manual data entry and complete it in seconds. This also works for reassigning records to users, closing out old cases or opportunities, or even just prepping your org for better AI use.
Process
Identify Data and current architecture
Pick tool to import based on size of data
Import Data
Spot check for errors
FAQs
Is my data stored anywhere?
Any before-after file will be sent to you for any changes made, in the event these records need to be reversed. Any files sent or used will be deleted.
What's included
Initial Data Assessment
Identify what current architecture is and existing automation (if any) Assess size of data being ingested
Ingest Data
Using ingestion tool (Salesforce Inspector, Data Loader, Salesforce's Import Wizard, Postman Rest API call, etc.) to load in data.
Spot-check data
Assess if data came in and looks correct on variety of records based on object.
Duration
1 day
Skills and tools
Business Analyst
Business Consultant
Business Strategist
Microsoft Excel
Salesforce
Industries
Data Management
Work with me
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