Do you want to import leads into Salesforce from external data sources, such as CSV files, into the lead database?
In this Salesforce tutorial, I will explain bulk upload leads into Salesforce Lightning and Salesforce Classic.
Before we proceed to the steps of mass import leads Salesforce. Let’s understand what is lead in Salesforce.
Lead is potential contacts who show interest in products or services offered by a company but don’t have any history of purchasing products or services.
Import Leads in Salesforce
You can mass upload leads in Salesforce in both Salesforce Lightning as well as Salesforce Classic user interfaces. To bulk upload leads into Salesforce, you need to use the Data Import Wizard.
In Salesforce Lightning and Classic, some of the starting steps are different, and the rest of the process is the same in both interfaces.
Let’s first see the different steps in Lightning and Classic, then move to the same steps that you need to follow. Follow the below given steps:
Salesforce Lightning:
1. Click on the “App Launcher”, search for the “Leads” object, and click on it.
2. From the leads object, click on the “Import” button. This will take you to the data loader page in Salesforce.
Salesforce Classic:
1. Click on the “Leads” on the “Navigation Bar”. If not found here, click on the “+” icon search for the “Leads” object, and click on it.
2. Scroll down to the “Tolls” panel and click on the “Import Leads” link.
How to Mass Upload Leads in Salesforce using Data Import Wizard
Once you follow Step-1 and Step-2, then proceed with the below-given steps.
3. Click on the “Leads” from what kind of data are you importing?
4. You will get the following three options in what do you want to do?
- Add new records
- Update existing records
- Add new and update existing records
Click on the appropriate option based on your business requirements.
5. Specify the information such as “Match Lead by”, “Lead Source”, “Assignment Rule”, etc.
6. Drag and Drop the CSV file that you want to upload in Salesforce. Then click on the “Next”.
7. Map the columns based on the fields and then click on the “Next” button.
8. Click on the “Import” button to start the process of adding bulk leads in Salesforce. You can click on the “Leads” and select “All Open Leads or Today’s Leads” to view.
In this way, we have learned how to bulk-add leads in Salesforce.
Conclusion
I hope you have got an idea about the leads and the process of how to mass upload leads in salesforce Lightning and Salesforce Classic.
You may like to read:
- How to Mass Delete Leads in Salesforce
- How to Import Leads as Campaign Members with Data Loader in Salesforce
- How to Export Leads in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
