Salesforce admins whether working for a licensed partner or employed in a firm have lots to do and many responsibilities. Among the many responsibilities are some that have nothing to do with the CRM tool itself. Managing excel documents with their data is one of these. In this blog, we glance at some tips that all Salesforce admins should be aware of when beginning their careers.
Below are the top tips every admin should know:
Searching for duplicate entries. Dirty data is not what any company needs in its repository. And duplicate information is an essential component of dirty data. It’s always a good idea to scan the data in excel for weeding out duplicate entries. Let’s see how. Start with highlighting the column you want to find duplicates in, click on Conditional Formatting and then Highlight Cells Rules, ending with Duplicate Values. Press OK. You will get the results (and duplicate entries, if any).
Search for entries that contain. Having data in your list that contain contact details of people that you cannot market to is not a good idea. These could be current staffers or people associated with rival companies and so on. With the same steps used in the above tip, you may use Conditional Formatting to highlight text that contains email domains that are worthy of removal. It can also be applied to sieve personal domains such as Rediff or Hotmail.
Text –To – Columns. The first name and surname of contacts need to be shown separately as per Salesforce. It can also be used for mapping addresses, countries, and so on. Just highlight the column you want to separate, go under your “ Data ” tab in Excel, and click “Text-to-Columns”. Then choose the way you wish to separate the data. After clicking on Finish, the data on the excel sheet will relocate accordingly! Then all you are required to do is re-label your column headers and eliminate any columns you deem redundant.
Concatenate. At times, you are required to get all the data in one field. This involves creating a formula. The formula for it is quite easy. =concatenate ( all the data that I want to show together goes here, separated by commas ). Spaces or characters need to be added. Any text you wish to bring in (including spaces) should be added in quotes, and separated by commas.
VLOOKUP. VLOOKUP is a speedy way to fill a bunch of cells at one go, via one reference point. For this, you need two lists, to begin with - The list you want to clean, The list from where you will do the cleaning.
If you are looking for the best Salesforce certification and Salesforce admin training in India then contact Codleo Consulting.
Reference:- https://www.codleo.com/blog/excel-tips-for-salesforce-admins
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