Adding data in bulk to Financial Cloud

In this workshop we will delve into the Uploads application. What this is capable of and the versatility of uploading bulk data to the CRM.

We will cover the following topics.

• Basic overview/navigation of the Uploads App.
• Adding a new customer to the CRM.
• Adding a new Account to the CRM
• Adding customer/account level details to the CRM to an existing customer/account.
• Updating existing CRM entries in bulk.
• Removing existing data within the CRM.
• Creating and managing effective Mapping templates.
• Troubleshooting validation errors.