[Sticky] CRMfusion Public Training - DemandTools Find/Report ID's
Recorded session of CRMfusion free public training for DemandTools Find/Report IDs. Register for upcoming sessions here.
Find/Report ID's leverages DemandTools advanced matching techniques to match data from an input spreadsheet to data within any table in Salesforce and return the Salesforce ID's for any matching records.
In this session we will cover how to use Find/Report ID's to match data from a spreadsheet (e.g. csv, xls, xlsx, mbd, accdb etc.) to data within any table in Salesforce and return the Salesforce ID's (& other fields) for matching records.
Highlights covered in the Class:
- Multiple matching steps
- Multiple export options
- Results grid to review matches PRIOR to exporting
- Live links provided to directly access any matching records in Salesforce
- Grid Result sort options, and more!
**all public training recordings are unedited**