Difference between revisions of "Data Management"
From AgileApps Support Wiki
imported>Aeric |
imported>Aeric |
||
| (2 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
'''[[File:GearIcon.png]] > Administration > Data Management''' | |||
The Data Management section provides options to manage data import, export and Mass Operations (actions on records in batches). | The Data Management section provides options to manage data import, export and Mass Operations (actions on records in batches). | ||
<blockquote> | |||
;[[Import Data]]:Import data from a file to accounts | ;[[Import Data]]:Import data from a file to accounts, contacts, and other objects | ||
;[[Export Data]]:Export data from the {{enterprisebrand}} to a file | ;[[Export Data]]:Export data from the {{enterprisebrand}} to a file | ||
;[[Mass Update Data]]:Use filtered views to change field data for groups of records | ;[[Mass Update Data]]:Use filtered views to change field data for groups of records | ||
| Line 11: | Line 13: | ||
|;[[Global Broadcast Message]]:Post a message to selected users in tenancies | |;[[Global Broadcast Message]]:Post a message to selected users in tenancies | ||
}} | }} | ||
</blockquote> | |||
''Learn more:'' [[Data Management Best Practices]] | ''Learn more:'' [[Data Management Best Practices]] | ||
Latest revision as of 19:46, 20 November 2013
> Administration > Data Management
The Data Management section provides options to manage data import, export and Mass Operations (actions on records in batches).
- Import Data
- Import data from a file to accounts, contacts, and other objects
- Export Data
- Export data from the AgileApps Cloud platform to a file
- Mass Update Data
- Use filtered views to change field data for groups of records
- Mass Ownership Change
- Use filtered views to change record owners for groups of records
- Mass Delete Data
- Use filtered views to delete groups of records
Learn more: Data Management Best Practices