Salesforce Data Import | 9 Step Strategy for an awesome data import

Salesforce Data Import | 9 Step Strategy for an awesome data import

This strategy is divided into 9 major steps to import data, following are:

Step 1: Identifying Data Sources

Step 2: Selecting the best import tool (Data Loader, Jitterbit, Dataloader.io)

Step 3: Preparing Source Data

Step 4: Figuring out the Import order

Step 5: Performing the Test Import

Step 6: Analyzing the Test Import

Step 7: Finally Importing data into Production

Step 8: Cleaning up the data in production

Step 9: Validating the Final Import