โ† Salesforce learning path
Salesforce ยท Module 9 of 10

Data management and integration

Import, clean and connect data.

๐Ÿ“– Key ideas

  1. Data Import Wizard for simple imports; Data Loader for large volumes.
  2. Duplicate rules and matching rules prevent duplicates.
  3. Validation rules enforce data quality.
  4. REST/SOAP APIs integrate external systems.
  5. Sandboxes test changes; change sets or DevOps Center deploy them.
๐Ÿ’ก Real-life example: Validation rules are a gatekeeper rejecting incomplete forms before they enter the office.
Data LoaderTool for bulk data operations
Validation ruleEnforces data quality
Duplicate rulePrevents duplicate records
SandboxCopy of org for testing