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Import Your Sales Data

Before your team starts working in Sales Cloud, import the customer data they rely on to close deals.

Steps

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Trailhead
Trailhead 30 mins

Trail

Discover How to Import Your Data into Salesforce

Learn on Trailhead →
Data Accuracy Speed to Value Analytics for Insights Connected Ways of Working
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Video
Video 35 mins

Overview Demo

Review the Data Import Video Series

Watch Videos →
Data Accuracy Speed to Value Analytics for Insights Maximize Value Vision and Roadmap
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H&T
H&T

Knowledge Articles

Learn How to Delete Sample Data

Explore Help Docs →
Data Accuracy Speed to Value Analytics for Insights Maximize Value Vision and Roadmap
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Premier Flag
H&T
H&T 2 hrs

Expert Coaching Session

Get Individual Data Management Coaching

This resource is available for customers with a Premier or Signature Success Plan.

Request a Session →
Data Accuracy Speed to Value Analytics for Insights Maximize Value Vision and Roadmap Process Optimization
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Set Up Sales Cloud

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Get to Know Sales Cloud
Sales Welcome Too Many Systems Missing Sales Targets Inefficient Operations
Track Meaningful Sales Data
Sales Data Management Analytics for Insights Vision and Roadmap
Set Up Accounts and Contacts
Sales Accounts & Contacts Low Product Usage Speed to Value Maximize Value
Import Your Sales Data
Sales Data Management Data Accuracy Speed to Value Analytics for Insights
Set Up Your Users
Sales User Management Low Product Adoption Low Product Usage Maximize Value
Connect Email and Calendar Apps with Sales Cloud
Sales Email and Calendar Integration Low Product Adoption Low Product Usage
Deliver Accurate Reporting
Sales Reports & Dashboards Automation Needs Data Accuracy Analytics for Insights
Go Further with Your Setup
Sales Go Further Low Product Adoption Low Product Usage Speed to Value

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