In today’s video, we’re going to show you how to Use Salesforce Data Import Wizard. Sometimes, you need to insert or update many records for the same object in bulk, and manually doing so would take too much time. Thankfully, Salesforce has its own tool that can cover this at once called the Data Import Wizard. If you have under 50,000 records to import or update, you can use this tool – otherwise, you’ll need to use Data Loader. If you’re unsure which tool to use, check out our blog post on the differences between the two tools.
In order to use Data Import Wizard, we’ll also need to prepare a CSV file of the data we want to import. Each column should represent a field, and each row should represent a record’s data.
Once your CSV file is prepared, follow these steps:
1. Navigate to Setup.
2. In the Quick Find Box, type and select Data Import Wizard.
3. Select Launch Wizard.
4. Select the object you’re importing records to.
5. Tell Salesforce what you want to do with these records. In this case, we’re adding new ones.
6. Upload your CSV and select Next.
7. Now we can map the fields. Salesforce can do these automatically based on how you mapped the fields.
8. Click Next, and Start Import.
9. Once the import is complete, you can then view the results of your import.
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Regional Sales Manager
Over the last 7 years, Daniel has touched most roles in terms of Salesforce Implementations including being a customer, project manager, architect, app-builder, and solution designer. He's not only passionate about the technical side of Salesforce but also about educating clients on the best way to have a successful engagement with a partner.
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.