In this lecture I demonstrate how to mass transfer records from an objects home screen. I also demonstrate how to mass transfer the ownership of records via the Data Loader. I also show you how to form a SOQL query using the Data Loader during this lecture.
We first perform an export, and then update the OwnerId field for leads on our exported CSV file. We then perform an update via the Data Loader. I also show you how to map fields in the Data Loader.
We also enable Field History Tracking on the Lead object and track history on the Owner field. I round out this lecture by introducing you to a good 3rd party tool that is useful for Data Management in Salesforce - DataLoader.io - https://dataloader.io
External IDs are useful for integrating with external systems. You can specify a field as a unique identifier as well. In this lecture, I show you how to create an external ID that is a unique identifier.
In this lecture, I show you how to export data records out of Salesforce. Different data export options are explored.
In this lecture we discuss the implications of relationship types on Record Access. I revisit the Schema Builder and review and demonstrate the different relationship types. I also share a helpful resource from the Salesforce online help that gives a lot more details around considerations for rel...
