Michael Sklar Mar 28, 2024 The more data I move into Tana, the stickier the app and higher customer lifetime value. Salesforce 20-25 years later still features the CSV upload as the primary method of getting data from spreadsheets into the app. It's the ultimate Level 1 solution. https://help.salesforce.com/s/articleView?id=sf.import_with_data_import_wizard.htm&type=5
The more data I move into Tana, the stickier the app and higher customer lifetime value. Salesforce 20-25 years later still features the CSV upload as the primary method of getting data from spreadsheets into the app. It's the ultimate Level 1 solution. https://help.salesforce.com/s/articleView?id=sf.import_with_data_import_wizard.htm&type=5