Import Data With The Info Import Wizard | Salesforce Guide
Today we are going to import data with the Import Wizard. First, you have to prepare your data to import, then you can use the information Import Wizard to map the info fields and run the import wizard.
Salesforce Editions And User Permissions Required
It is available in Salesforce Classic and Lightning Experience
It is also available in all except Database.com and private Editions in Salesforce.
Salesforce User Permissions Needed
To import data with the Data Import Wizard in Salesforce: It all depends on what you are importing. First check what kind of permissions do we might wish to import records, within Salesforce will Help.
We will prepare our data for importing and building an import file. While doing this step first we have to prevent errors, duplication of data, and blocking.
Initiate the Import wizard.
Go to quick find in setup, enter Data Import Wizard, then select Data Import Wizard in Salesforce.
Let’s check the information provided on the introductory page, then go to launch wizard press Launch Wizard.
We can also open the knowledge Import Wizard from the Tool list on the object-specified homepage.
Don't forget to check out: Salesforce Editions Comparison: Choosing the Right Edition for your Business
Key points: Users that aren’t administrators can also have access to the data Import wizard from their personal settings in the org.
Choose the knowledge that you just simply want to import.
To import account, contact, lead, solution, personal account, or article, open Standard Objects in the org. For importing custom objects, press the Custom Objects link.
Decide whether you would like to prefer new records to Salesforce, also update existing records, or attach and update records simultaneously.
Key Points: If you have a workflow that adds new objects while importing, choosing to add new and update existing records, run them, but choosing to update existing records does not.
List the Same matching and other criteria as required.
Key Points: To update and Insert of a custom object, match by Name can be case-sensitive.
Declare whether to trigger workflow rules and processes while the imported records can achieve the standards.
Declare the file that contains your information (Data).
Specify your Data (record) by dragging the file (CSV file) to the upload area you can see on the page. you will also be able to click the CSV category you are using then move towards the file.
Select a personality encoding method for your files. Typically, you do not change your character encoding in Salesforce.
Select the comma or tab as a worth separator.
Click the Next key.
Mapping your data fields with the Salesforce data fields.
The Data Import wizard of Salesforce can maps as many of your record (data) fields as possible to the plain Salesforce data field. But in case if the wizard can not map fields, you would like to have intercourse manually also. Unmapped fields do not seem to be imported into the Salesforce.
To watch an inventory of ordinary Salesforce data (record) fields, from the management settings for the article, move to the fields area of your org.
You have to Scan the list of mapped data fields and then locate the unmapped fields.
Select and press Map to the left of each unmapped field.
In the Map You have a Field window, search and form 10 Salesforce fields to map to and press on Map.
Check out another amazing blog by Mohit here: Notes on Importing Data | Salesforce Developer Guide
You furthermore might have the selection many|to avoid wasting lots of data from unmapped fields in an exceedingly general notes field for accounts and contacts. Select Account Notes or Contact Notes from the Map To dropdown list (Picklist) and click on your Map.
To change the mappings that Salesforce will perform automatically, press Change to the left of the appropriate fields. Delete the Salesforce fields you do not want to map, choose the fields you would like to map, and then click Map.
Then Click the Next option.
Review the mapping and then start your import.
You can also Review your import information on the Review page in Salesforce.
Click the Start Import option.
Check import status in Salesforce.