How to assign records to other users while importing data?

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• How do I import records and assign it to other users in my organization?

  You can import records and assign it to other users in your organization by using two features: Import My Organization's Records - While importing, the import file should have a column that contains the exact email address of the users to whom you ...

• How do I import records and assign it to other users in my organization?

  You can import records and assign it to other users in your organization by using two features: Import My Organization's Records - While importing, the import file should have a column that contains the exact email address of the users to whom you ...

• Assign Roles to the Users

  After creating roles, you can assign them to the users in your organization. A user with an Administrator profilewill have access to all the data irrespective of the role assigned to the user. To assign roles to the users Click Setup > Users & ...

• How to avoid duplicate records while importing?

  While importing records, you can use the Skip or Overwrite option to avoid creating duplicate records. The duplicate records are identified based on a particular field for each type of record. Following are the fields for each type of record: Leads - ...

• What are the mandatory fields while importing data?

  While importing data, all the mandatory fields in CRM (for the record type) needs to be mentioned in the import file. For example, if Lead Name and Company details are mandatory to add a lead in CRM, you need to have these details mentioned in the ...