Month: April 2014

How to create New Lead in salesforce

Create New Lead in salesforce : In this salesforce training tutorial we are going to learn how to create new lead in salesforce, what is a lead in salesforce. In Salesforce sales cloud is very useful for sales and marketing team in an organization. Basically in sales cloud we have many topics to cover such as campaign, lead, opportunity. Salesforce provided some automation tools which are used to track marketing returns, convert leads to opportunity.

What is a Lead ?

When a person enters to data base to purchase some products then we enter this person as a lead. In Easy understanding we say Leads as Tadpoles and Contacts as Frog.

In an organization when a customer call we have to enter his/her information detail . These information details will be used in future to contact that person. So we have to create new lead in this process.

How to Create  new lead in Salesforce

To create new lead go to Lead TAB and Select new.

create New Lead in salesforce

create New Lead in salesforce

Enter all the Lead information as shown below.

create New Lead in salesforce

create New Lead in salesforce

Enter Address information.

create New Lead in salesforce

create New Lead in salesforce

Enter Additional Information and Description and Finally click Save Button.

create New Lead in salesforce

create New Lead in salesforce

To view or Edit created Lead in Salesforce.

To view Lead go to Lead Tab=>Recent Leads.

create New Lead in salesforce

create New Lead in salesforce

Select the lead which we created to view/edit.

detailed view of the Lead

create New Lead in salesforce

Successfully we have created new lead in salesforce Crm. In our next salesforce Training tutorial we are going to learn how to convert a Lead.

Data Loader salesforce, Data loader for Salesforce, Data loader overview

Data Loader  is a tool or Application used in salesforce to import and export bulk data. Through Apex Data Loader we are able to Update, Insert, Delete, Upsert, Export and Export All. Each operation will be different from each other. In this training tutorial we are going to learn clearly about how to insert records , how to update records , how to delete records, how to export all records through data loaders.

What operation can be implemented through Data Loader salesforce ?

  • Insert – insertion of new records
  • Update – Updating existed  records.
  • Upsert – Update and Insertion of records
  • Delete – Deletion of records.
  • Export – Extraction of all records.
  • Export All – It extracts all records from salesforce including Recycle Bin records.

Before going to the Data Loader operation we have to Download Data loader.

How to Download and Where to Download Data Loader salesforce ?

Setup =>Administer=> Data Management => Data Loader.

data loader

  • After download install the software.
  • Now open Data Loader.
  • Now we are required to provide username and Password.

Username – This is the username where we used to login in to salesforce.com.

Password – Password is the combination of Password+security token.

How to Generate your Security Token ?

To get security Token go to My settings=>Personal=>Reset my Security Token.

data loader3

An email will be sent to your E-mail. Add your password before Security token.

data loader2

Apex Data Loader Features

  • It has easy-to-use wizard interface.
  • Data base connectivity.
  • Supports millions of rows.
  • Drag and Drop property.
  • It supports standard and Custom objects.
  • Detailed success and error report will be generates in CSV file format.

Apex Data Loader |How to insert records through Apex Data Loader

Apex Data Loader

Apex Data Loader : In this training tutorial we are going to learn clearly how to Insert records from CSV file to salesforce through Data Loader. Before inserting records we are required to prepare CSV File. CSV file will be created in Ms-Excel application .

Step1 :- Click insert button.

 Apex Data Loader insert

Enter your username and Password and click on Login Button.  Now select object to which you want to insert record. Browse for CSV file to be inserted. Procedure for Creation of CSV file is shown below.

Data Loader

Prepare CSV file in Ms-Excel to insert as shown below. We are taking an example Studentinfo__c object. In this object we are planning to add Course name, Fee Paid, Subject 1 Marks, Subject 2 Marks, Subject 3 Marks.

 Apex Data Loader

Click Next.

 Apex Data Loader

Click OK. Initialization is Succeeded.

Mapping

Mapping is the process of mapping CSV fields to the fields in Studentinfo__c object. We can check fields manually and also Fields can be mapped automatically by selecting “Auto Match fields”. We can save the Mapping which will b used in future.

Data Loader

Now create or Edit a Map. In CSV file we have given different field  names to match those column Header we choose mapping and click next.

 Data Loader

Drag the salesforce object fields down to the column mapping then select OK button.

 Apex Data Loader

Select Next.

 Apex Data Loader

Select Finish button

.    Apex Data Loader

Select Yes.

 Apex Data Loader

Insertion of record is in progress and we inserted 5 records with out errors.

 Apex Data Loader

Now go to object which we selected the records to insert.

 Apex Data Loader

Now select any of the Record which we inserted through Data Loader and observe the fields given below.

 Apex Data Loader