Validity Public Training - PeopleImport
This session takes a typical trade show list and imports it into Salesforce using PeopleImport. Topics Covered: Tips for preparing your data for import Field Formatting: ensure zip codes don’t lose a leading zero and phone numbers aren't conver...
PeopleImport Profile Permissions
PeopleImport DOES NOT require the Modify All Data permission to access the tool. For full product capability a User should have Read, Edit, and Create permissions for the Account, Contact and Lead objects. If a user does not have all of these perm...