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, leads, contacts, past activity logs, campaigns, etc.
;[[Import Data]]:Import data from a file to accounts, contacts, and other objects
;[[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
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|;[[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]]
''Learn more:'' [[Data Management Best Practices]]

Latest revision as of 19:46, 20 November 2013

GearIcon.png > 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