In this blog, we’ll find out how to import data in Salesforce. Salesforce provides a strong platform for data manipulation. we will Insert, View, Edit and Delete the relevant data with proper user permissions. At times, we’d like to feature an outsized number of records to the respective Saleforce object in one go. presumably these records have come from another source. The format of the incoming data has got to match with the format during which the salesforce object is expecting it.
The import feature is out there with CSV file structures from four sources. The sources are CSV, Outlook CSV, ACT! CSV and GMail CSV. within the example given below, we’ll use the traditional csv file for importing data to the Salesforce platform.
The import happens within the following three steps −

Step 1

Navigate to Setup Home → Data → Data Import Wizard. A page opens which provides instruction on the way to proceed with the Wizard. the foremost important point to recollect is that the record limits which restricts the amount of records to be imported in one attend 50000. Click the Launch Wizard button to start out the import process. the subsequent screen appears, asking us to settle on the type of object to which we will import the info .

We select Accounts and Contacts within the above screen and click on Next.

Step 2

In this step, we elect the file containing the info to be imported. Also we are presented with the choice of Adding New Records or Updating the prevailing Records or both. we elect adding the new records as shown below.

We also select the sector wont to match the prevailing record with the incoming record. For this, we elect Account name and site under the dropdown Match Account by, then we click Next.

Step 3

This is the last step before the import starts. during this step, we do the vital task of matching the incoming field names with the column names of the salesforce fields. Though Salesforce does automatic matching of most of the sector names, still there could also be some cases where we’ve to match the sector names manually. As you’ll see below, we’ve unmapped fields which must be mapped. On successfully completing the mapping, click Next and therefore the import starts.

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About Preparation of Salesforce 201 and App Builder Certification exams

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