We are a small ecommerce business that works in the B2C model. I am in charge of setting up Salesforce for us and I need to upload all of our customers names, addresses, other information and most importantly purchase history (previous purchases). We have thousands of names with previous online purchases that I need to somehow implement and later be able to work with this information. We currently manage all this information in Excel. How should I set up the field to be able to import all this information - would it be considered a customer field and what kind (how should I set it up) or entered in the description manually? Also, later on, once I have all the information on salesforce, if I need to pull out information about all the customers who have purchased a specific product within the specific period, would I be able to do that? Your help will be greatly appreciated. All details are important for me since I am brand new to Salesforce. Thanks!
Attribution to: Elena
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/33198