- [Christopher] Finding new customers

- [克里斯托弗]尋找新客戶

means expanding the number of prospects

意味著擴大潛在客戶的數量

for your marketing efforts.

為你的營銷努力。

Shotgun marketing isn't effective

獵槍式營銷並不有效

and you can enhance your marketing results

而且你可以提高你的營銷成果

by importing quality data from trusted sources.

通過從可信的來源導入高質量的數據。

We'll use a comma-separated values file for importing data

我們將使用一個逗號分隔的數值文件來導入數據

and most people simply call them CSV files.

而大多數人只是簡單地稱它們為CSV文件。

Let's go ahead and minimize the browser.

讓我們繼續前進，最小化瀏覽器。

I've prepared my CSV file

我已經準備了我的CSV文件

and I put it here on my computer desktop,

我把它放在我的電腦桌面上。

and we'll be importing this into Salesforce.

而我們將把這個導入Salesforce。

Let's go ahead and have a look at it.

讓我們繼續看一看。

I'm going to resize the column

我將調整這一欄的大小

so you can see the data better.

以便你能更好地看到數據。

Make sure that the names are split into separate fields

確保名字被分割成不同的字段

and also separate addresses into their columns,

並將地址分到他們的欄目中。

such as street address, city,

如街道地址、城市。

state, postal code, and country.

州、郵政編碼和國家。

Separate each unique phone number

將每個獨特的電話號碼分開

into its own column as well.

也進入自己的欄目。

And you'll save time if column headings

而且，如果列標題，你將節省時間

are labeled the same as the Salesforce field names.

的標籤與Salesforce資料欄的名稱相同。

That way, Salesforce can automate

這樣一來，Salesforce可以自動

recognizing the field mappings.

識別字段映射。

And you should use a template,

而且你應該使用一個模板。

that'll make things faster.

這將使事情變得更快。

Please also know that you're limited to 50,000 records

也請知道，你的記錄數量限制在50,000條。

per import file.

每個導入文件。

Let's head back over to Salesforce

讓我們回到Salesforce

and we'll go ahead and import this file.

我們將繼續並導入這個文件。

We'll need to be signed in

我們需要簽入

and we're starting from the Home tab.

我們從 "主頁 "標籤開始。

Let's go ahead and click on Leads.

讓我們繼續前進並點擊 "資訊"。

Now, here on the Leads tab,

現在，在 "資訊 "標籤這裡。

you'll see an Import option

你會看到一個導入選項

over here on the right-hand side.

在這裡，在右手邊。

Now, we can also find this option

現在，我們也可以找到這個選項

on the Accounts and Contacts tabs as well.

在 "賬戶 "和 "聯繫人 "選項卡上也是如此。

Let's go ahead and click on Import.

讓我們繼續下去，點擊導入。

Now, this launches the Data Import Wizard.

現在，這就啟動了數據導入嚮導。

We're importing in the leads,

我們正在進口的線索中。

so over here on the left-hand side, let's select Leads.

所以在這裡的左手邊，讓我們選擇Leads。

And then we'll be adding new records,

然後我們將增加新的記錄。

so let's click that option as well.

所以我們也來點擊這個選項。

And let's scroll down.

讓我們向下滾動。

We don't want to be swimming in duplicate data,

我們不希望在重複的數據中游泳。

so we'll have the Import Wizard prevent duplicates

所以我們要讓導入嚮導防止重複。

from being introduced into the system

從被引入系統中

using the lead record name

使用主導記錄名稱

as the field for checking duplicates.

作為檢查重複的字段。

And that's right here, use the pull down.

而這就在這裡，使用下拉。

Now, let's go ahead and assign our lead source,

現在，讓我們繼續前進，指定我們的線索來源。

so we know where the leads are coming from.

是以，我們知道線索的來源。

Experienced marketing professionals

有經驗的營銷專家

know the value of tracking and measuring lead sources.

知道跟蹤和測量線索來源的價值。

Now, let's locate the CSV file on the computer.

現在，讓我們在電腦上找到CSV文件。

I'll go ahead and click on the CSV option

我將繼續並點擊CSV選項

and I'll go ahead and click Choose File.

我將繼續前進並點擊選擇文件。

Now this file is on the computer desktop.

現在這個文件就在電腦桌面上。

So, we need to find it by using this pull down here

是以，我們需要通過使用這裡的下拉菜單來找到它

to select All Files and we'll see the Leads to Import file.

選擇所有文件，我們將看到要導入的資訊文件。

Then, we'll select it and we'll click Open.

然後，我們將選擇它，並點擊打開。

Now, let's click Next.

現在，讓我們點擊下一步。

Because the names in each column heading of my CSV file

因為我的CSV文件的每一列標題中的名字都是

match exactly to the Salesforce field names,

與Salesforce的字段名完全匹配。

all of the field mappings

所有的字段映射

have been completed for me automatically.

已經為我自動完成。

Now, if the columns on your CSV are named differently

現在，如果你的CSV上的列以不同的方式命名

than the standard field names in leads,

比鉛字中的標準字段名。

you'd need to map them manually.

你需要手動映射它們。

Now, let's go ahead and click Next.

現在，讓我們繼續前進，點擊下一步。

Everything looks good,

一切看起來都很好。

so we'll go ahead and click Start Import.

是以，我們將繼續前進並點擊開始導入。

Importing records into Salesforce saves you time and money

將記錄導入Salesforce可以節省時間和金錢

since data does not have to be rekeyed.

因為數據不需要重新鍵入。

(upbeat electronic music)

(歡快的電子音樂)