Activity Forums Salesforce® Discussions How to insert records through Data Import Wizard in Salesforce?

  • MOHIT

    Member
    September 10, 2020 at 2:01 pm

    Start
    the wizard.

    1. From
      Setup, enter Data Import Wizard in the Quick Find box, then select Data
      Import Wizard
      .
    2. Review
      the information provided on the welcome page, then click Launch
      Wizard!

    Choose
    the data that you want to import.

    1. To
      import accounts, contacts, leads, solutions, person accounts, or campaign
      members, click Standard Objects. To import custom objects,
      click Custom Objects.
    2. Specify
      whether you want to add new records to Salesforce, update existing
      records, or add and update records simultaneously.
    3. Specify
      matching and other criteria as necessary. Hover over the question marks
      for more information about each option.
    4. Specify
      the file that contains your data. You can specify your data file by
      dragging the CSV to the upload area of the page or by clicking the CSV
      category you’re using and then navigating to and selecting the file.
    5. Choose
      a character encoding method for your file. Most users can accept the
      default character encoding.
    6. Click Next.

    Map
    your data fields to Salesforce data fields. The Data Import Wizard tries
    to map as many of your data fields as possible to standard Salesforce data
    fields. If Salesforce can’t automatically map fields, however, you do it
    manually. Unmapped fields are not imported into Salesforce. To see a list
    of standard Salesforce data fields, from Setup, at the top of the page,
    click Object Manager. Click the object whose fields you’re
    interested in, and click Fields & Relationships. For
    example, if you want to see a list of standard Salesforce fields for
    leads, click Object Manager | Lead | Fields
    & Relationships
    .

    1. Scan
      the list of mapped data fields and locate any unmapped fields.
    2. Click Map to
      the left of each unmapped field.
    3. In
      the Map Your Field dialog box, choose the Salesforce fields you want to
      map to and click Map. The Map Your Field dialog box also
      gives you the option of saving data from unmapped fields in a general
      notes field for accounts and contacts. To do so, choose Account Note or
      Contact Note from the Map To drop-down list and click Map.
    4. To
      change mappings that Salesforce performed automatically, click Change to
      the left of the appropriate field, then choose the Salesforce fields you
      want to map to and click Map.
    5. Click Next.

    Review
    and start your import.

    1. Review
      your import information on the Review page. If you still have unmapped
      fields that you want to import, click Previous to return
      to the previous page and specify your mappings.
    2. Click Start
      Import
      .

    Check
    import status. From Setup, enter “Bulk Data Load Jobs” in the Quick
    Find box, then select Bulk Data Load Jobs. The user who
    starts the data import receives a status email when the import is
    completed.

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