No we have understood about the various that data management tools from Salesforce.
There is a data input was there and in the Epix a data loader and we know there are similarities or
dissimilarities and all of the restrictions are put forward by those tools.
In this lecture we are very specifically going to concentrate on data input to the set.
So we are going to use a data input wizard and see how do we upload data into the system.
Just not upload upload means it'll put in such an update.
Just a quick recap of the highlights for our data import was.
It's in bottles it was.
We know that imports the organization's data but we can use it only for less than 50 credit cards and
this data enabled wizard can only work on very specific standard objects and these target objects are
account contacts leads in solutions though for any customer object that has basically no restriction
you can work on any custom objects and it does not provide any detail to log such while using their
data input.
And these are the steps that we got to follow while using that data input was it for first to be guard
to prepare their data fight the data file should be handy.
Before using the data input was it.
So the first step before using the data input was a use for you to prepare their data.
And this is definitely a key step aspect because the more correct the more valued the more clean you
up to date the fight the better the job will be.
Okay.
So whenever you prepare the data file and be mindful of the mandatory fees to be mindful of the validation
rules.
Be mindful of the data types for no it has to be no on the date has to be inside of the farm it will
just be careful on all those fields and once done use their data input put it.
So the CSP file is done.
The data files at 80 then launch their data input to the set.
Then you go to select for which standard order custom object basically are going to use the visit and
we know the standard object only for certain objects can be used so select which object that you are
going to work on and select the active do to people fund and all the activities that we can perform
using a input visit.
We can perform insert or update or upset.
So what's an upset upset this is that a guard is present if you update that a card.
And if that a card is not present it can insert a new record that is quite as upset.
So only D.C. operations can be performed to the data input was it.
And once you select activity then you get to upload the file to the data and what was said basically
and upload the file that you'll probate and step one into their data and go to the set and then you
got to map the feeds because say for example your data file has got some three feeds all right.
So you've got the map those three fields with the fields in the object basically to which field it has
to go on set.
So for example name so you know name points to which field of that object.
Well actually you know sales rules I guess some recommendation and you populates the fields by default.
You know from the names that you have given in the CSP file it automatically populates but then it is
up to you to validate that the field names are properly mapped and even gives like if it is not properly
mapped.
You definitely have options but you can change the mapping and then you'd like to perform the input
not the update of each other job.
So once the job is done you learn to monitor the job status and if there are some better guards then
you gotta check the log file see like why you'd basically edited out and rework on those 0.
So this is very high level love approach of other data input was it no listing down the steps not essential
for using the data and what was it.
Now let's actually put a better data file and let's use a data import was there and see how it behaves.
Let's start from step 1.
So what is step 1 prepare their data file.
So we go to prepare their data file say for example I want to import some more then leads into the system.
Okay so I have to prepare my data file accordingly.
The best defined type that you can use for data input to there and the data order.
He's a C as we farm it prepay your data file in the CSP format that all the necessary information say
for example this is the CSP file OK.
And as we are targeting to import some n leads I have been basically prepared this amplify the sample
file has got the lead.
Name the company had the lead status and there is a question not fully called likelier to CSB file it
is nothing but a spreadsheet open excel sheet and then then you save it you'll give us save us docs
yes you know you'll have options and I will order it to you like to use that option so then like that
finally be saved.
We form next listed although facility fees in the Leeds object.
Why is that.
I have basically chosen these three feeds right.
I only chose a name company and lead status so we got to understand like why is that.
Basically the odd working on these three feeds because these fees are the required fees for each when
we create a new lead record in the system.
Say for example click on new as we can see here.
I got given the name I go to given the company does and I go to give the lead status.
So these three scenes are the required fees as of no for the configuration of fleets.
So that's the reason basically I have chosen these three fees but then the Guardian owed one point here.
This being a standard object and we have not done any customization on this like.
What do these three fields that actually look like.
But then like once you start using leads for your business you will have more and more required fees
has put the business requirements so you know you got to be very careful of really putting all those
details for all the required fees but just not about required fees.
You have to be very mindful about the data types as well.
You have to give input as to appropriate data types and also validation.
Now whenever there is a validation rule in place you know you've got all your data has to satisfy all
those validation rules well.
Lately a lot of these and you will ensure that the data quality in your system is very good.
OK.
Going back to the data.
So this is the data fine.
Let me quickly save this.
OK.
And now we are going to launch the dessert and use this data fine.
Go to an application set up search for imported dessert and launch the import of the Z.
And there you go.
So a lot of the.
And as you can see here you know these are the three main steps choose data mapping and then start them.
OK so first here we got to select the objects which object we are basically going to work on and in
our scenario it is lead.
So like we go ahead and choose leads.
And as you can see here these are the four standard objects that begin work on you know you do not have
options.
Do you have the standard object set on.
And also please do note that we have renamed to an extra SBC and steam so that's the reason it is basically
showing SBC in steam.
But you have not renamed the card vaccinated.
Basically show you a content context.
All right.
And these are that is stuff custom objects will be to a custom object that you want to use you can definitely
use the stool.
So for the standard objects like Miguel for Leeds.
OK.
So we have selected the object that we are going to work on coming back to our steps.
So first step is done prepares the data file.
Step two is done.
Select the standard of the custom object in the desert.
Step three select the activity to be performed.
So no like it's time for us to select the activity that we are going to perform with the data.
So in the import desert they basically got to select the activity that we are going to perform first
is Agnew records means just insert second update existing at a clerk's means update third is add new
and update existing cards which is very much equaling to upset.
Meaning if the record is already present it would update that record.
And if the record does not present it would insect new records.
So in other scenario like we got to add new records.
So let me go ahead and Agnew part in this Agnew a option.
That is a dropdown to match right.
If you select any field in that the system checks if you'll find has that same field value.
You you ignore that you do need that insect Not a bit.
If the field value is not present did you insert a new red card.
He's guards the file has got the same field value than border guards would add a old saying duplicate
cross-reference mitigate this option be used to a wider duplicates in the system.
Similar option you'll have for the update existing in a guard's exit.
So once you click on update existing records that there is a dropdown to match.
If you select any field index the system checks if your file has the same field value you fix it update
that I got.
If the field is not present.
If you ignore that I got used to it a glance in the file has got the same field value then both records
would edit I would say duplicate.
So you would what I got in the system has the same field value add lateral team or duplicate cross-reference.
And the third option that we have is insect and bait that is basically the OPSEC operation.
So even here you have got the same food that doesn't match lead by.
So here you get a few select any field in that the system checks if your file has the same field value
you fix it a bit that got the field value is not present it create a new record in the system.
If two records in the file has got the same value then bulldozed and an old C duplicate.
But if to records from the system has the same field value then it would seem duplicate cross-reference.
So it is very essential for you to understand the similarities and dissimilarities between all these
options.
Then you use your input was visit.
Okay.
Now last we are going to insert new records.
Let me go with the first option and let me match lead by name because name is something that is unique
in my system has put my business.
And then we got to select the CSP file upload.
So you here you have got all these options but other data files in the CSP format so you go to select
the CSP fight.
So once you give this you got to use this option and choose the file which is dead in your system.
So choose that data file that is the input data file and once you are done you know like you got to
monitor the steps s Well it basically says data tools.
OK.
And then the next step is to edit mapping.
So go next.
All right.
So no ask for the CSP header that we have.
The system automatically maps the columns in your CSP fight with the fields in the object.
So this is actually the fields in the object and this is the how does in your CSP file.
So the header in may see as we file is name and it gets mapped to the name of the leads object the header
and may CSP file this company and it doesn't match do with the company field of the leads object the
header and may see as we file as lead status and it does map with the field name of these leads object.
So only this is just a recommendation from the system.
Why do you always have options you know say for example it is not appropriate.
You know you've got black till you map it with their different feet.
Definitely yes.
You know you have this option change that and you get selective select the actual food that has to be
mapped to know that it is all appropriate.
It does actually map with the correct few names.
So that is nothing to change out here.
And once you have validated the mapping the system also auto populate some populates the records for
some example that is these are the first three records that is that in my file.
So it is just showing you some examples of the data file and this step bluff mapping the sea as we had
us with the actual field names in under the actual fees in the object every time you actually got to
do it no he does not some process that you can save it in some location and then use it every time you
upload leads every time like you would do this mapping is just done three films out here so it might
be a little sympathy for you but then you know just imagine we are importing some 50 feeds into the
system ought to be at importing data for some hundred feeds.
Then every time like you got to validate the mapping that is shown here this is again one of the disadvantage
of dying for the desert because it consumes a lot of time every time like you go to redo the same thing
but then it picks data where you have an option that you can save them I think you can save the mapping
and keep it in a local and next time you would do the same job.
You can just reuse the mapping it saves a lot of diamonds.
Very efficient.
OK.
So in all that the mapping is done.
Go next.
All right.
So the data I like is done the mapping is done and we have just to start the input.
So what it says it says the object that we are going to work with is lead and the action that we are
going to do is add new records and to find that we are basically going to work with this import lead
struck CSP.
And it says there are three map fields.
And it says there are zero unmapped defeats.
This is basically gives you a review of the whole job process.
No starting point okay.
What it says is Congratulations that you put a stocktake and click okay to view your imports take us
on the bulk data load job pitch.
So once then you can wanted to do your job progress and then by the Bigelow job speech does you can
very much access it from your salesforce application go for data or jobs.
So that activity list on all the jobs that you have done recently.
All right.
So this is the job that I have right now.
This is the job I.T. and submitted by end time date and everything.
And he had like you to concentrate on the state status the state assays.
He disclosed that I got to process a stent and that a clutch fake zeal means that all that I got this
updated and that I know the cards that fit.
So you feel like on the job I.T. it will give you all the details of the job you like go all of this
talk time and time the status and how many at cards and how many batches that it processed and all the
related information and you can click on view to say that you basically don't a file just open up the
file in the form of a note back
so this is the file and that you say is I.T. This is the I.T. success through means that all the records
that it created through you don't miss it.
That isn't a Miss message means it gives us access records that is no error message.
But what does this I.T. this I.T. means the I.T. of the new lead that was created in the system.
OK.
So we don't need do something like 1 m or z 1 E M Right.
So this is the idea of the new lead that God created and we created then leaves.
So these are the sample sizes of the then leads that God created in this system.
OK.
Now let's quickly go to the Leeds object and check if all the leads are created in the system.
So go to the Leeds object.
Go for the view.
Two days Leeds because you know I just created it today.
And as we can see here these are the 10 leads that I created go to lead 1 9.
And what does the Sandoval's idea of this lead and been all like the salesforce idea of any particular
regard you can take it from there you want it right here and it is like 1 m o z 1.
Right.
So that's what we have in our fight last bit one and all the one.
It's a lot like vanilla.
The card is important.
It also gives you the sensible idea of the card that is important to the system.
And as we can see here on The End Records the successfully imported the sales force and they only go
for a bike they download jobs you also get an e-mail for any jobs.
Basically this isn't simply a job and it just got completed in some few seconds.
So again just monitoring directly.
But then for jobs which takes time you really need and stay on the space you get you you get an automated
e-mail saying that that the job is completed with the job status.
How many records failed.
How many car succeeded in all this.
So this is all about employed job data input was.
But what is more important than a data input was artist VM I understood a little flow of the data employed
that I like how do we start providing data files in which form of deeper better data files and how do
we launch the desert how do we select activity to be performed.
I'll be having a little idea of the data input was it but what is more important in this is to handle
the data and to work on very specific scenarios.
Say for example there is a validation to what will happen to the data that is something that is required.
What will happen to that data and the data type like you will give it in a different format.
Then what will happen to the data that add multiple duplicates in the system.
So will it get the notes that data got added up so that unlike the scenarios that you like to use the
data input to visit and see like how good behaves because now that we know how do we use that tool.
But then we got to work with the data we got to work with multiple scenarios of the data and understand
the behavior of the two.