The Salesforce Data Loader Guide

Use Data Loader for bulk import data, insert, update, delete, or export Salesforce records.

Using Data Loader, you can perform various operations which include exporting data, defining field mappings, inserting, updating, and deleting data, performing mass updates and mass deletes, uploading attachments and content, and reviewing output files.


Salesforce State of IT Report

See what 2,200 top IT leaders are doing to succeed today

Digital is transforming the way consumers communicate, purchase, and work. Customers expect companies to provide modern, intuitive, and mobile technology. This expectation is bringing IT to the forefront, as businesses prioritize customer-driven apps along with the employee and partner apps they’re already creating. This research shares insight from over 2,200 global CIOs and IT ...


Best Practices for Building Wave Dashboards

Get the most out of your Salesforce Wave Dashboard

Build a Wave dashboard to continuously monitor key metrics of your business, analyzing the results by key dimensions, like region, products, and time period. You can add interactive charts that synthesize information into an easy-to-read format. You can add tables to show low-level record details and create columns with calculated values. You can also add filters to allow the dashboard ...


Salesforce: Employee Engagement

Employee Community 101: 4 Reasons to Engage Your Workforce With a Community

Outside of the office your employees are incredibly mobile and social and are connected to their smartphone from the moment they wake up to when they go to bed at night. They expect engaging, personalized experiences with the company they work for, but current systems are not equipped to handle these demands. Whether it be collaboration tools, the corporate intranet, or help ...

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CRM March Madness

Discover which CRM should be in your final draft.

If you haven't heard about the latest updates with SageCRM, you need to see how they can help your manage your business faster and easier. And learn from these experts how you can magically access Sage 100 data from within your SageCRM - ON THE GO! Imagine that - a salesperson would be able to check current inventory while on site with a client.

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For Business Success, Mind Your Metrics

Metrics are measurements that quantify business performance Metrics are also your ticket to increasing that performance, improving planning and control cycles, and ensuring accountability. Initially driven by a need for corporate transparency and legislation such as the Sarbanes-Oxley Act, businesses are embracing a trend toward identifying and measuring key metrics. They ...

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5 Secrets for Building a Customer-Centric Business

According to a major analyst, enterprises that deploy CRM strategies will return at least 25 percent better financial returns than those that don’t. Small and midsize businesses can greatly increase their chances for success by becoming customer centric. Learn 5 secrets for achieving that goal.

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How to Measure and Increase Customer Loyalty

Customer loyalty has a significant impact on a company’s profits and its prospects for the future. This article provides insight on how you can find out where you stand with your customers and how to use that information to make your customers more loyal.

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9 Tips For Using Lead Scoring to Close More Deals

All leads are not created equally.

Properly scored leads mean higher sales productivity. Learn to effectively score and qualify new business to make the most of your leads. We're showing you 9 tips to help you come up with an effective lead scoring process.

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5 Steps to Effective Lead Management

Fine-tune your lead management process to get more leads and then make the most of them. Align sales and marketing, grow your pipeline, shorten your sales cycle, and turn more leads into customers.

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