BOOTCAMP Plus: Data Migration

September 25, 2019 @ 9:00 am – 12:00 pm
Craftsman Technology Group
192 South Street
Fifth Floor Boston
MA 02111

Data Migration is part of our BOOTCAMP Plus series. It 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.
Successful data migration requires preparing data in a format compatible with Salesforce. You will learn how to successfully migrate your organization’s information by matching your data to Salesforce’s internal structure.

Leave with the confidence and knowledge to:

– Prepare data in Excel
– Understand the differences between various data migration tools: Data Loader,, Data Wizard
– Execute simple migration
– 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.