Lesson: USER STORY 56 | Quiz

Data Import Wizard

Data Import Wizard supports all the custom objects and the following Standard Objects.
- Contact or Account
- Leads
- Solutions
- Campaign Members
- Person Accounts (if enabled)
Files imported through the Data Import Wizard are limited to 50,000 records at a time.
Files imported through the Data Import Wizard are limited to 100 MB, while zip files are limited to 32 MB.
Files imported through the Data Import Wizard are limited to 90 fields at a time.
The Data Import Wizard is limited to only three functions: upload, upsert, update. There is no feature to export or delete records through the tool.
To import multiple values into a multi-select picklist, separate the values by a semicolon in your import file. You can import up to 100 values at a time in a multi-select picklist field. If you have more than 100 values in your import file for any one record, the import wizard leaves the field blank in that record.
To import data into a checkbox field, use 1 for checked values and 0 for unchecked 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.
Ensure that the format of any date/time fields you are importing matches how they display in Salesforce per your locale setting.
Formula fields cannot accept imported data because they are read only.
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.
If you have currency data in your CSV file, format your values for your locale. For example, if you’re in the U.S. locale, use periods for decimals and commas for thousand markers. Using the incorrect currency format could change your imported values.

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Data Import Wizard

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