Data Management

From ISV Support Wiki

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, leads, contacts, past activity logs, campaigns, etc.

Export Data

Export data from the 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

Job Scheduler

Schedule a job to execute operations defined in a Java Class.

Global Broadcast Message

Post a message to selected users in tenancies

Learn More

• Data Management Best Practices