Salesforce Platform · Data Import616 tasks
Build Sample Record Data
Get realistic sample and demo records into an org, such as accounts, contacts, opportunities, activities, campaigns and products, so a demo, dashboard or test has data to show.
Method
How MeshMesh does it
- Lays out a plan and waits for the user to approve it before building.
- Creates parent and related records, often with Bulk API 2.0. Examples include a demo account with contacts, opportunities, cases, tasks, events and notes, and Field Service work orders with service appointments, required products, work plans and work steps.
- Enriches the records so they read as real, such as contacts with detailed work histories and profiles.
- Adds supporting pieces where the demo needs them, such as a Contact layout change that shows the Description field. Larger demo builds also get configuration around the data: custom fields, a themed Experience Cloud partner portal with embedded messaging, an Agentforce service agent with actions and routing, and a demo playbook.
- Looks into problems around the demo when asked, such as why Agentforce failed on the Field Service mobile app, and reviews the related permissions.
When the data must come from real sources rather than be invented, see Migrate Records Into Salesforce.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Sales Cloud415 tasks
- 2Salesforce Platform313 tasks
- 3Service Cloud232 tasks
- 4Lightning App BuilderSalesforce Platform123 tasks
- 5IntegrationsSalesforce Platform77 tasks
- 6Reports and DashboardsSalesforce Platform64 tasks
- 7Field Service Cloud58 tasks
- 8CRM Analytics57 tasks
- 9Slack44 tasks
- 10Financial Services Cloud44 tasks
Data Import