Difference between revisions of "Data Management"
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'''[[File:GearIcon.png]] > Administration > Data Management''' | |||
The Data Management section provides options to manage data import, export and Mass Operations (actions on records in batches). | The Data Management section provides options to manage data import, export and Mass Operations (actions on records in batches). | ||
<blockquote> | |||
;[[Import Data]]:Import data from a file to accounts, contacts, and other objects | |||
;[[Import Data]]:Import data from a file to accounts | |||
;[[Export Data]]:Export data from the {{enterprisebrand}} to a file | ;[[Export Data]]:Export data from the {{enterprisebrand}} to a file | ||
;[[Mass Update Data]]:Use filtered views to change field data for groups of records | ;[[Mass Update Data]]:Use filtered views to change field data for groups of records | ||
;[[Mass Ownership Change]]:Use filtered views to change record owners for groups of records | ;[[Mass Ownership Change]]:Use filtered views to change record owners for groups of records | ||
;[[Mass Delete Data]]:Use filtered views to delete groups of records | ;[[Mass Delete Data]]:Use filtered views to delete groups of records | ||
<!--;[[Snapshots]]:Run a scheduled Report and store the resulting data in an Object--> | <!--;[[Snapshots]]:Run a scheduled Report and store the resulting data in an Object--> | ||
{{ #ifeq: {{SITENAME}} | {{ #ifeq: {{SITENAME}} | ||
|ISV Support Wiki | |ISV Support Wiki | ||
|;[[Global Broadcast Message]]:Post a message to selected users in tenancies}} | |;[[Global Broadcast Message]]:Post a message to selected users in tenancies | ||
}} | |||
</blockquote> | |||
''Learn more:'' [[Data Management Best Practices]] | |||
Latest revision as of 19:46, 20 November 2013
> Administration > Data Management
The Data Management section provides options to manage data import, export and Mass Operations (actions on records in batches).
- Import Data
- Import data from a file to accounts, contacts, and other objects
- Export Data
- Export data from the AgileApps Cloud platform to a file
- Mass Update Data
- Use filtered views to change field data for groups of records
- Mass Ownership Change
- Use filtered views to change record owners for groups of records
- Mass Delete Data
- Use filtered views to delete groups of records
Learn more: Data Management Best Practices