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Salesforce: Data import & enrichment mapping
Salesforce: Data import & enrichment mapping
Overview plus tips and tricks for reviewing candidate matches and creating new records in bulk
10 articles in this collection
Written by
Grant Gadoci
Overview: Matching RestaurantologyLogs to Salesforce Accounts
Written by
Grant Gadoci
Updated over a week ago
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Option 1: Data Matching Helper
Written by
Grant Gadoci
Updated over a week ago
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Option 2: Scan and Match Data
Written by
Grant Gadoci
Updated over a week ago
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Discarding and restoring records
Written by
Grant Gadoci
Updated over a week ago
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Options 3-5: Manually mapping RestaurantologyLogs to existing Accounts
Written by
Grant Gadoci
Updated over a week ago
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Overview: Batch Importing Units as Salesforce Accounts
Written by
Grant Gadoci
Updated over a week ago
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Unit Import: Setup & Permissions
Written by
Grant Gadoci
Updated over a week ago
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Unit Import: 4 Steps to Enrich Your CRM with Child Records
Written by
Grant Gadoci
Updated over a week ago
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Creating custom Salesforce Account enrichment mappings
Written by
Grant Gadoci
Updated over a week ago
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Leveraging Restaurantology for ongoing data hygiene
Written by
Grant Gadoci
Updated over a week ago
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