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Data Management Exercises Guide

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59 views9 pages

Data Management Exercises Guide

Salesforce

Uploaded by

Tiago Leão
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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BUILDING

APPLICATIONS WITH
FORCE.COM - PART 2
(DATA MANAGEMENT)
Exercise Guide
EXERCISE GUIDE
Data Management

Table of Contents
16-1: Mass Transfer Ownership of Records ................................................................................. 1
16-2: Upload Positions .................................................................................................................. 2
16-3: Upsert Candidates ............................................................................................................... 5
16-4: Upsert Remaining Object Data (Optional) ........................................................................ 7
EXERCISE GUIDE
Data Management

16-1: Mass Transfer Ownership of Records


Scenario:
Universal Containers (UC) realizes that the recruiting data loaded into its Recruiting App has
been assigned to the wrong owner. The company needs to clean up the ownership without
executing an additional data load.
Goal:
Utilize the mass transfer records feature of the Force.com platform to assign proper
ownership of records.
Tasks:
Use the mass transfer records feature to assign all positions, job applications, candidates,
and offers to Phil Katz.
Time:
10 minutes

Instructions:
1. Use the mass transfer records feature to assign all positions, job applications,
candidates, and offers to Phil Katz.
A. Assign all positions to Phil Katz.
i. From Setup, enter Mass Transfer Records in the Quick Find box, then select
Mass Transfer Records under Data Management.
ii. Click Transfer Positions in the Mass Transfer list.
iii. Transfer from: User
iv. Transfer to: Phil Katz
v. Click Find.
vi. Select all positions.
vii. Click Transfer.
B. Repeat Step A for all candidates, job applications, and offers.

©Copyright 2016 salesforce.com, inc. All rights reserved. 1


EXERCISE GUIDE
Data Management

16-2: Upload Positions


Scenario:
Universal Containers would like to load legacy recruiting data into the Recruiting App.
Goal:
Upload the records from the positions.csv file into Salesforce.
Tasks:
1. Download the legacy position data.
2. Upload the legacy position records.
3. Go into the app and view some of the positions you have uploaded.
Time:
15 minutes

Instructions:
1. Download the legacy position data.
If you completed "Exercise 13-2: Creating Dynamic Approval Processes (Optional)" you
already downloaded the needed exercise files and do not need to complete this step.
A. Click the Documents tab.
B. Select Shared Documents from the Folder picklist.
C. Click the DEV401.zip file.
D. Click View File.
E. In the File Download dialog box, click Save.
F. In the Save As dialog box, select to save the file to the desktop, and click Save.
G. Right-click the downloaded .zip file and select Extract All.
2. Upload the legacy position records.
A. Double-click the Apex Data Loader icon on the desktop.
If the Data Loader is not already installed, download it from Setup | Data
Management | Data Loader.
B. Click Upsert.
C. Click Password Authentication and log in by entering your Username and
Password.
i. Click Login.
ii. Click Next when you see the "Login successful" message.
D. Select Position from the list of objects.

©Copyright 2016 salesforce.com, inc. All rights reserved. 2


EXERCISE GUIDE
Data Management

E. Select the Positions.csv file.


i. Click Browse.
ii. Browse to Positions.csv (in the M16_DataManagementExerciseFiles folder of
the DEV401.zip file) and click Open.
iii. Click Next. A message saying “Initialization Succeeded. Your operation will
contain 10 records” will appear.
i. Click OK.
F. Select Legacy_Position_Number__c as the key field to use with the
Position__c field and click Next.
G. Select Legacy_Employee_Num__c as the key field to use with the
Hiring_Manager__r field.
H. Leave all others blank and click Next.
I. Create and save the mapping file for the position object.
i. Click Create or Edit a Map.
ii. Click Auto-Match Fields to Columns.
iii. Verify that the correct columns from the Positions.csv file are matched to the
correct fields. Notice that the Legacy_Employee_Num__c column is not
matched.
iv. Drag and drop the Hiring_Manager__r:Legacy_Employee_Num__c to the
Legacy_Employee_Num__c column.
v. Click Save Mapping.
vi. Browse to the Mapping Files directory.
vii. Type PositionMapping as the file name and click Save.
J. Click OK.
K. Click Next.
L. Select the directory where your success and error files will be saved.
i. Click Browse.
ii. Select Desktop.
iii. Click OK.
M. Click Finish. You should see the following message: "You have chosen to add new
records and/or update existing records. The action you are about to take cannot be
undone. Are you sure you want to proceed?"
N. Click Yes.
O. Click View Successes.
P. Click Close.
Q. In the Operation Finished dialog box of the data loader, click OK.
3. Go into the app and view some of the positions you have uploaded.
A. From the Force.com App Menu, select Recruiting.

©Copyright 2016 salesforce.com, inc. All rights reserved. 3


EXERCISE GUIDE
Data Management

B. Click the Positions tab.


C. From the View picklist, select All, and click Go!
D. Find some of the positions you just inserted.

©Copyright 2016 salesforce.com, inc. All rights reserved. 4


EXERCISE GUIDE
Data Management

16-3: Upsert Candidates


Scenario:
Universal Containers would like to load legacy recruiting data into the Recruiting App while
limiting the possibility of creating duplicate records.
Goal:
Insert the Candidate records via the Data Loader GUI tool.
Tasks:
1. Upsert the candidate data from the Candidates.csv file into Salesforce.
2. Go into the app and view some of the candidates you have inserted.
Time:
10 minutes

Instructions:
1. Upsert the candidate data from the Candidates.csv file into Salesforce.
A. Double-click the Apex Data Loader icon on the desktop.
B. Click Upsert.
C. If needed, log in by clicking Password Authentication and entering your Username
and Password.
i. Click Log in.
ii. Click Next when you see the "Login successful" message.
D. Select Candidate from the list of objects.
E. Select the Candidates.csv file.
i. Click Browse.
ii. Browse to Candidates.csv (in the M16_DataManagementExerciseFiles folder
of the DEV401.zip file) and click Open.
iii. Click Next.
iv. A message saying “Initialization Succeeded. Your operation will contain 10
records” appears.
v. Click OK.
F. Select Legacy_Candidate_Number__c as the matching field so the data is
matched using the legacy system ID.
G. Click Next.
H. Select the related objects to create the relationships in the data.
i. Select Legacy_Employee_Num__c as the CreatedBy field.

©Copyright 2016 salesforce.com, inc. All rights reserved. 5


EXERCISE GUIDE
Data Management

ii. Select Legacy_Employee_Num__c as the LastModifiedBy field.


I. Click Choose an Existing Map.
J. Select the CandidateMapping.sdl file from the Mapping File folder and click Open.
K. Click Next.
L. Select the directory where your success and error files will be saved.
i. Click Browse.
ii. Select Desktop.
iii. Click OK.
M. Click Finish. You should see the following message: "You have chosen to add new
records and/or update existing records. The action you are about to take cannot be
undone. Are you sure you want to proceed?"
N. Click Yes.
O. Click View Successes.
P. Click Close.
Q. In the Operation Finished dialog box of the data loader, click OK.
2. Go into the app and view some of the candidates you have inserted.
A. From the Force.com App Menu, select Recruiting.
B. Click the Candidates tab.
C. From the View picklist, select All, and click Go!
D. Find some of the candidates you just inserted.

©Copyright 2016 salesforce.com, inc. All rights reserved. 6


EXERCISE GUIDE
Data Management

16-4: Upsert Remaining Object Data (Optional)


Scenario:
Universal Containers would like to load the rest of the legacy recruiting data into the
Recruiting App.

Goal:
Upsert the remaining legacy records via the Data Loader GUI tool.
Task:
Execute an upsert of the legacy records via the Data Loader using existing mapping files.
Time:
10 minutes

Instructions:
Execute an upsert for the remaining objects in the recruiting app (Job Applications,
Interviewers, Reviews, and Offers) using the mapping files in the Mapping Files folder in
the M16_DataManagementExerciseFiles folder of the DEV401.zip file.

©Copyright 2016 salesforce.com, inc. All rights reserved. 7

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