Difference between revisions of "Data Management"
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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). | ||
;[[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 | ||
Revision as of 00:33, 16 May 2013
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