Search icon
Arrow left icon
All Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Newsletters
Free Learning
Arrow right icon
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

You're reading from  Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Product type Book
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Pages 644 pages
Edition 4th Edition
Languages
Concepts

Table of Contents (18) Chapters

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface
1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Export backup data


Your organization can sign up to receive backup files of your data. Here, you can export all your organization's data into a set of CSV files.

With the data export feature, you can generate backup files manually once every six days or schedule them to generate automatically at weekly or monthly intervals.

Note

The weekly export service is available in Enterprise Edition and Unlimited Edition. The Developer Edition provides a monthly export service. When the export is ready, you will receive an e-mail with a link; navigate to the link provided.

To schedule a weekly or monthly export (as governed by the edition of Salesforce CRM that you are using), navigate to Setup | Data Management | Data Export. Then click on either the Export Now or Schedule Export buttons, as shown in the following screenshot:

The data export can be set to run immediately or scheduled to run in the future, as discussed in the following subsections.

Export Now

The Export Now option prepares your files for...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $15.99/month. Cancel anytime}