Training: Working with Data in Salesforce

When:  Feb 26, 2020 from 1:00 PM to 4:00 PM (ET)
Associated with  Open Forum

Host: Paul Baxter, Knowledge Manager + Analyst, Craftsman Technology Group

Working with Data is a half day classroom training recommended for intermediate-level Salesforce users. Each BOOTCAMP Plus session focuses on a specific topic and allows for detailed scenarios and hands-on exercises. It gives nonprofit professionals a deeper understanding of how to best leverage Salesforce.

Learn how to successfully import and maintain your organization's information by matching your data to Salesforce’s internal structure. Leave with a toolkit for managing your data in the system. Gain the confidence and knowledge to:

  • Prepare data in Excel
  • Understand the differences between various data migration tools: Data Loader,, Data Wizard
  • Execute imports
  • Migrate donations and attach the data to accounts
  • Migrate cases and attach data to contacts
  • Add contacts to campaigns
  • Execute advanced migration using External IDs to attach donations to accounts
  • Insert, update and delete with a data migration tool

Please bring a laptop to the training. There will be hands-on learning exercises. Chrome or Firefox browsers are recommended (Internet Explorer and Safari do not work well with Salesforce). Chromebooks and tablets are not recommended due to varying interfaces.

Contact with any questions or for more information.


Craftsman Technology Group
192 South Street
Fifth Floor
Boston, MA 02111