Lesson: 01 | Data Import Wizard

Notes
Video

Notes

Setup Gear --> Setup --> Quick Find: Data Import

Use the Data Import Wizard

Once you have created an export file and cleaned up the data for import, follow these steps to import data using the Data Import Wizard.

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.

Clean up your data import file
You'll have fewer errors to resolve if your data file is clean and free of duplicates.
Make sure your field names match Salesforce field names
You'll be required to map your data fields to Salesforce data fields. Data in unmapped fields is not imported.
Don't import too many records at once
Using the Data Import Wizard, import up to 50,000 records at a time. Importing too many records can slow down your org for all users, especially during periods of peak usage.

We can only use Data Import for the following objects:

Accounts
Contacts
Leads
Solutions
Campaign Members
All Custom Objects

Multi-Select Picklists—To import multiple values into a multi-select picklist, separate the values by a semicolon in your import file.
Checkboxes—To import data into a checkbox field, use 1 for checked values and 0 for unchecked values.
Default Values—For picklist, multi-select picklist, and checkbox fields, if you do not map the field in the import wizard, the default value for the field, if any, is automatically inserted into the new or updated record.
Date/Time Fields—Ensure that the format of any date/time fields you are importing matches how they display in Salesforce per your locale setting.
Formula Fields—Formula fields cannot accept imported data because they are read-only.
Field Validation Rules—Salesforce runs validation rules on records before they are imported. Records that fail validation aren’t imported. Consider deactivating the appropriate validation rules before running an import if they affect the records you are importing.

Use the Data Import Wizard When:

You need to load less than 50,000 records.
The objects you need to import are supported by the wizard.
You don’t need the import process to be automated.

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