Download and Import the Sample Data.
- Download this CSV file.
- In your Trailhead Playground, click and select Setup.
- In the Quick Find box, enter data import wizard and select Data Import Wizard.
- Click Launch Wizard! You may need to scroll down to find the button.
- Choose the data that you want to import.
- Under What kind of data are you importing?, choose Accounts and Contacts.
- Under What do you want to do?, choose Add new records .
- Under Where is your data located?, click CSV and select the file you just downloaded, or drag it to Drag CSV file here to upload.
Full Answer
How to create a Salesforce report?
1 How to Create a Salesforce Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click ... 2 Salesforce Report Features. 3 Scheduling a Salesforce Report. 4 Salesforce Custom Report Types. 5 Create Your First Report! More items
How to add custom fields to standard data model in Salesforce?
The standard data model is configured and accessed in the salesforce area (Org) under the Setup→ “ Customize ”. If you want to add a custom field to the standard data model, you can add it by customizing the data model. By the custom data model creation, you are creating a place to source your data that does not exist before.
What is a data model in Salesforce?
A Data model is defined as the architectural structured way of storing data in an application. Salesforce platform provides with a standard model which allows you to customize the data models for custom functionality. The standard data model is configured and accessed in the salesforce area (Org) under the Setup→ “Customize”.
How to schedule data export in Salesforce?
For scheduling the data export, we have to click the schedule data export button present on the home screen of the data export. We can select the frequency of the data export with the help of the day of the month and span of this service. In Salesforce, Data modelling is used to model the data present in the database.
How do I create a mock data in Salesforce?
Seed Your Salesforce Org with Mock DataA handful of the 142 types of data Mockaroo can generate.Generating basic Account data.Generate Opportunity Data.Mapping the mock data fields to the Account Object.Copy the Account IDs to your Opportunity mock data.Mapping data fields from mock data to the Opportunity object.More items...•
What is sample data in Salesforce?
The sample data enables you to filter the Tableau view based on the Salesforce record where the view appears, or on common fields shared between the data and Salesforce. Download this CSV file.
How do I create data in Salesforce?
Create the Custom FieldsClick Fields & Relationships and click New.For Data Type, select Picklist, and click Next.Fill in the custom field details. ... Leave everything else as is, and click Next, Next, and Save & New.For Data Type, select Picklist, and click Next.Fill in the custom field details.More items...
How do I import sample data into Salesforce?
Click and select Setup. In the Quick Find box, enter Flows. Under Process Automation, select Flows. Click Load Sample Data.
How do I delete sample data in Salesforce?
To mass delete only sample data, follow the steps below:Locate a sample record (any Account or Contact will do). ... Navigate to Setup.Enter Delete into the 'Quick Find' box and select Mass Delete Records from the results.Select a type of Record that you wish to delete, such as Accounts.More items...
How do I delete imported data in Salesforce?
If you import accounts, contacts, leads, or solutions by mistake, your administrator can from Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records to delete the items you mistakenly imported.
How do I create a test data factory in Salesforce?
To add the TestDataFactory class: In the Developer Console, click File | New | Apex Class, and enter TestDataFactory for the class name, and then click OK.
Which can be used to create a data model in Salesforce?
In Salesforce, Object Manager in Setup and Schema Builder are tools used to create Data models.
How do I load test data in Salesforce?
Add the data in a . csv file. Create a static resource for this file. Call Test....Test. loadData ExampleFrom Setup, enter Static Resources in the Quick Find box, then select Static Resources.Click New.Name your static resource testAccounts .Choose the file you created.Click Save.
Can you import an Excel spreadsheet into Salesforce?
You can import data from ACT!, Outlook, and any program that can save data in comma-delimited text format (. csv), such as Excel or GoldMine.
How do I import a CSV file into Salesforce?
To upload a CSV file, click on the Upload CSV button to select the file from your computer or drag and drop your file inside the import wizard. You can import files from your PC, Dropbox account, FTP, or SFTP connection.
How do I bulk upload data in Salesforce?
Use the Data Import WizardStart the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. ... Choose the data that you want to import. ... Map your data fields to Salesforce data fields. ... Review and start your import. ... Check import status.
What is data modelling in Salesforce?
In Salesforce, Data modelling is used to model the data present in the database. To understand the relationship between the objects we use tables. In data modelling, we will have different types of objects and different relations among those objects. Salesforce professionals have to study data modelling to handle the data.
What are the features of Salesforce?
Salesforce or any other CRM is data-oriented, thus it is the environment's responsibility to manage the data issues like importing or exporting data. To maintain the data, various built-in features are present in salesforce they are: 1 Data import wizard 2 Data Loader
What is the best procedure for data modelling?
One of the best procedures for data modelling is to reduce custom objects and use more standard objects. This procedure is not applicable when we have to store integrated data. When we have to load external data into the standard object, then we have to see how the data is used in the standard objects.
What is custom object?
Custom objects. When standard objects are not able to meet the business requirement or need, then custom objects come into the picture. Customers create custom objects according to their requirements. Custom objects can be like student objects, property objects, etc.
Do child objects have to be mentioned in Salesforce?
A child object must mention its parent object before storing it in the database. The relationship between child and parent object is so tight in such a way that when the parent object gets deleted, then the child object must be deleted. For more information read our Salesforce Tutorial.
The SandboxPostCopy Interface
Look no further… Developer sandboxes don’t come with sample records; however, when you create or refresh a sandbox, there is an option to run an Apex Class implementing the SandboxPostCopy interface.
Summary
This is a great way to populate your sandboxes with data. However, there are a few considerations to bear in mind:
Get to Know Tableau
Tableau is a visual analytics platform that helps people see and understand their data. Tableau supports the full cycle of self-service analytics from data prep to analysis to sharing. It has governance and data management every step of the way.
Embed Your Analytics with the Tableau Viz Lightning Web Component
The Tableau Viz Lightning web component is an easy and quick way to embed Tableau visualizations into Salesforce. With a few clicks, you can add the power of Tableau to your Salesforce org. Using the Tableau Viz Lightning web component, you can embed interactive dashboards from Tableau Online, Tableau Server, and Tableau Public.
Create a New Trailhead Playground
For this project, you need to create a new Trailhead Playground. Scroll to the bottom of this page, click the playground name, then click Create Playground. It typically takes 3–4 minutes to create a new Trailhead Playground.
Download and Import the Sample Data
It’s time to import sample data that will be shared with the Tableau visualization that you integrate in this project. The sample data enables you to filter the Tableau view based on the Salesforce record where the view appears, or on common fields shared between the data and Salesforce.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Types of Salesforce Reports
There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
How to Create a Salesforce Report
To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”.
Report Charts
While we’re here, let’s add a report chart. Click on “Add Chart”. If you’ve previously added a chart, you’ll simply see a chart icon.
Salesforce Report Features
While you’re viewing your report, there are a couple of other features to be aware of. Click on the drop-down next to “Edit” and you’ll see you can:
Scheduling a Salesforce Report
In Lightning, you can subscribe to up to five reports, which you will then receive via email. To subscribe, a user must have access to the folder a report is stored in.
Salesforce Custom Report Types
In some instances, the native reports just won’t cut it. Perhaps you need to report on more than 2 objects, or you want a report to display records “without” other associated records, for example, Contacts without Accounts. In this instance, you would need to create a custom report type.
Create Your First Report!
Now, over to you. Have a go at creating the following reports in a Salesforce sandbox/developer org:
