How To Import Data Into Salesforce

How To Import Data Into Salesforce

1. Prepare Your Data: Organize your data in a CSV file.
2. Log Into Salesforce: Access your Salesforce account.
3. Navigate to Data Import Wizard: Go to the App Launcher and find "Data Import Wizard."
4. Select Import Option: Choose between "Standard" or "Custom" objects.
5. Upload Your CSV File: Click "Choose a CSV file" and select your prepared file.
6. Map Your Fields: Match your CSV columns to Salesforce fields.
7. Review Your Data: Check for any errors or mismatches.
8. Start the Import: Click "Next" and then "Start Import" to begin.
9. Monitor Progress: Check the import status and wait for completion.
10. Review Import Results: Look at the success and error reports after the import.