Data Quality Excel Connector Maria Pergolino (w slides taken from salesforce.com/community

ADMINISTRATOR DATA PAIN POINTS Mass Data Import Import Activities/Cases in Mass Mass Updates/Territory Realignment Field Validation Ensure Opportunity Close Dates are filled in De-Duplication Correct Data Linking Opportunities are linked to correct Accounts Removal of Unused and/or Unclean Data Activities from previous years/ Disqualified Leads.

Mass Data Import

Import Activities/Cases in Mass

Mass Updates/Territory Realignment

Field Validation

Ensure Opportunity Close Dates are filled in

De-Duplication

Correct Data Linking

Opportunities are linked to correct Accounts

Removal of Unused and/or Unclean Data

Activities from previous years/ Disqualified Leads.

DATA QUALITY BENEFITS Drive User Adoption Increase Productivity Provide data visibility Accurate Analytics Customer Satisfaction

Drive User Adoption

Increase Productivity

Provide data visibility

Accurate Analytics

Customer Satisfaction

DATA QUALITY BEST PRACTICES Search before you create Standardize naming conventions Merge records Use the Excel Connector Set up data quality dashboards Adopt partner solutions

Search before you create

Standardize naming conventions

Merge records

Use the Excel Connector

Set up data quality dashboards

Adopt partner solutions

EXCEL CONNECTOR - DESCRIPTION Cost Free tool Limits It is not a supported product. If you have questions, please use the Excel Connector Documentation and the Force.com discussion boards on the topic. Open source excel add-in Bi-directional access to Salesforce.com from Excel spreadsheet Leverages sforce Toolkit for Office

Cost

Free tool

Limits

It is not a supported product. If you have questions, please use the Excel Connector Documentation and the Force.com discussion boards on the topic.

Open source excel add-in

Bi-directional access to Salesforce.com from Excel spreadsheet

Leverages sforce Toolkit for Office

EXCEL CONNECTOR - DESCRIPTION Purpose Enabler: Data Management Activities Security Login employs the role and the profile Drives the visibility and permissions Meta-data Based on Partner WSDL Real time and complete representation of the meta-data

Purpose

Enabler: Data Management Activities

Security

Login employs the role and the profile

Drives the visibility and permissions

Meta-data

Based on Partner WSDL

Real time and complete representation of the meta-data

EXCEL CONNECTOR – IMPORTANT LINKS To learn how to use the Excel Connector, see the Excel Connector Training . For tips on loading data using the Excel Connector, see How to Upload Data into Salesforce . For more information about the Excel Connector, see the Excel Connector Documentation . For community discussion board on the Excel Connector, see the Dedicated Community Site .

To learn how to use the Excel Connector, see the Excel Connector Training .

For tips on loading data using the Excel Connector, see How to Upload Data into Salesforce .

For more information about the Excel Connector, see the Excel Connector Documentation .

For community discussion board on the Excel Connector, see the Dedicated Community Site .

IMPORTANT NOTE YOU ARE MANIPULATING YOUR DATA AND CAN NOT UNDO CHANGES TEST IN SANDBOX OR IN DEVELOPER ACCOUNT BACK-UP YOUR DATA

YOU ARE MANIPULATING YOUR DATA AND CAN NOT UNDO CHANGES

TEST IN SANDBOX OR IN DEVELOPER ACCOUNT

BACK-UP YOUR DATA

DOWNLOADING TOOL Download the Office Connector Setup | Desktop Integration | Connect for Office Download the Excel Connector For Professional Edition For Enterprise Edition

Download the Office Connector

Setup | Desktop Integration | Connect for Office

Download the Excel Connector

For Professional Edition

For Enterprise Edition

USING TOOL – SIGNING IN Sign into the Connector (set the API to 14.0) Change endpoint to test .salesforce.com if using a sandbox API Token unless Trusted IP Table Query Wizard

Sign into the Connector (set the API to 14.0)

Change endpoint to test .salesforce.com if using a sandbox

API Token unless Trusted IP

Table Query Wizard

DEMO Using Query Wizard Editing a cell, Updating data Inserting a new record Querying a record Deleting a record

Using Query Wizard

Editing a cell, Updating data

Inserting a new record

Querying a record

Deleting a record

1,048,576 rows by 16,384 columns 32,767 characters per cell 65,536 rows by 256 columns 32,767 characters. Only 1,024 display in a cell; all 32,767 display in the formula bar. EXCEL 2003 vs Excel 2007 Excel 2003 Excel 2007

1,048,576 rows by 16,384 columns

32,767 characters per cell

65,536 rows by 256 columns

32,767 characters. Only 1,024 display in a cell; all 32,767 display in the formula bar.

Excel 2003

Excel 2007

What’s up with 15-char and 18-char IDs? UI vs API The User Interface returns 15-character IDs The Application Programming Interface returns 18-character IDs User I nterface returns 15-char IDs

UI vs API

The User Interface returns 15-character IDs

The Application Programming Interface returns 18-character IDs

15-char and 18-char IDs 15-char IDs are case-sensitive , which Excel doesn’t distinguish: Excel thinks they’re the same! These IDs came from a Report

15-char IDs are case-sensitive , which Excel doesn’t distinguish:

15-char and 18-char IDs 18-char IDs are case-insensitive , which Excel can distinguish: Extra characters make the difference These IDs came from Data Loader

18-char IDs are case-insensitive , which Excel can distinguish:

15-char and 18-char IDs Use Excel Connector’s FixID() function: Bottom line : whenever you work with IDs in Excel, always make sure to use 18-character IDs.

Use Excel Connector’s FixID() function:

Bottom line : whenever you work with IDs in Excel, always make sure to use 18-character IDs.