Data Migration, Importing and Management
- Best Practices: Backup and Data Recovery
- Data Backup Policy
- Data Import Tools - Importing your Data
- Bulkinator - Uploading documents in bulk to Property Media
- Delete the demo/sample data from the trial phase out of your ORG
- How to Use & Reset Security Tokens
- Import Wizard - Part 1: Prepare your data (CSV)
- What is the record type ID of an Individual Client/Company/Inquiry/Listing etc.?
- Import Wizard - Part 2: Importing Contacts
- Import Part 3: Importing Listings and Custom Objects
- CSV Tip: Working with CSV files using Windows Office 2010 and a MAC - PC
- Mass Deleting Records
- Data Loader - Part 1: Download
- Data Loader - Part 2: Prepare your data (CSV)
- Data Loader - Part 3: Map and Import
- Salesforce for Outlook Guide
- Salesforce Connect for Microsoft Outlook
- Exporting Data/Scheduled Backup from Propertybase