In this lecture, we import the Fortune 500 list of account records into your Salesforce account.
We also import 500 Contact records as well, which are listed in the Fortune 500 CSV list. We perform these imports via the Data Import Wizard.
NOTE: If you are unable to see the Map button at the bottom of the window while mapping your fields in Lightning Experience, either adjust your display to a higher resolution or switch to Salesforce Classic.
Resource:
Fortune 500 CSV List - https://kartrausers.s3.amazonaws.com/mikewheelermedia/6725952_15747245188161748709_1534139041905Fortune500Accounts_5.csv
In this lesson, we create a Contact & Account Report. We then subscribe to the report. We also further customize the report to perform various groupings. We then create an Opportunity report and then perform Bucketing of the opportunities based on amounts.
In this lecture, we create Dashboards. We also install an app off of the AppExchange to begin populating more reports and dashboards into our orgs.
In this lecture, we create a List View. We then perform mass-edits to records via the List View.
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