Data Modeling in Salesforce - The Basics
Salesforce Data Model is the method to represent the table in your Salesforce org in order to make the data understandable to the viewers.
Data model allows the representation of data in a sensible manner in your system. It is effective in establishing various relationships between objects and field that are required to perform various CRM activities. SFDC data model is merely a combination of Salesforce fields as well as objects. In order to understand data modeling, a user must have a better understanding of objects and fields.
Importing Data
It is advisable to use standard object more than custom object while designing a model in your org. However this may vary in case of storing integrated data.
It is essential to manage your data effectively. The functionality of the entire org is dependent on your business data. Be it complicated data or detailed data, the process of business sums up the basic data import and export activity.
The valuable data importing from external resources to Salesforce should be monitored deeply. It is essential to check the data duplicacy, the data should be relevant and precise and should not be duplicated.
Don't forget to check out: An Ultimate Guide on How to Import Data in Salesforce
There are Two Major Ways to Import Data to Salesforce CRM:
1. Data Loader
Data loader is basically used to import the bulk data and is a client application. It has the limitation to import five million records maximum at once irrespective of the data type, in case you want to import the data from database connection or from files. Data loader is operated by command line as well as through the user interface.
2. Data Import Wizard
It is the tool that enables accessing through the setup menu, It allows user to import the data from common standard object and the data that is storedd in custom objects. It has the tendency to import 50,000 record at once.
Exporting Data
Salesforce allows data exporting manually as well as through an automatic schedule. The data is exported in a set of CSV files i.e., comma separated files. There are tools to export data that provide users with copy of your data that can be used to import to another system or for back up purposes.
Check out an amazing Salesforce tutorial video here: Salesforce Data Loader | Import Relational Data
There are generally two ways to export data from Salesforce:
1. Data Loader
Similarly like data importing, data loader is also being used for the exporting data, but that has to be installed separately. The application, is operated by the command line as well as user interface.
2. Data Export Wizard
It can be accessed by the setup wizard. It enables the data exporting once every week for a weekly report or once every 29 days for a monthly record.
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