In Salesforce, Data Loader performs easy to complex data operations like we can also Import Campaign Members with Data Loader in Salesforce. This tool is efficient and capable of performing bulk data operations like insert, update, export, and delete.
Assigning members to the campaign is a crucial part of campaign management and customization. In this Salesforce tutorial, I will explain the process of importing Contacts as Campaign Members with a Data Loader in Salesforce.
In this example, we will import the Contacts as Campaign members with a data loader. We can follow the same steps to import Leads records as Campaign members with the data loader; for that, we need to replace ContactId with LeadId.
Import Contacts as Campaign Members with Data Loader in Salesforce
To import contacts as campaign members via the Salesforce Data loader, make sure that you have installed the data loader in your system and have the required access to import and assign contacts as campaign members.
If you meet the above conditions then follow the below steps.
1. To import contacts as campaign members, we need to create a CSV file with the header columns Campaign ID, Contact ID, and Status.
2. To get the Campaign ID, go to the campaign in which you have to add contacts as members. Then, from the URL, copy the 15-digit code starting from 70.
3. Now, for the Contact IDs, you can follow the previous step for contact records, but if you need to assign bulk contacts to the campaign, then it will be better to run the export of contacts from the data loader, and for that, follow the steps.
- Open the data loader and click on Export.
- Select the data object Contact and, save the location for the extract file, click Next.
- From the query field, select Id and Name for reference, then click on the Finish button.
4. Now, from the extracted file, get the ID of the contacts that you want to import as a Campaign member.
5. Now, in the CSV file, we have the Contacts ID and Campaign ID. In the column Status, enter the value sent for all rows.
6. Now open the data loader and click on the Insert button.
7. In this step, activate the check box Show all Salesforce objects, then select the data object Campaign Member.
After this, select the CSV file that we have created in the above steps, then click on the Next button.
8. As we click on the Next button, the data loader will initialize the CSV file, and here, click on the OK button to proceed.
9. In this window, we will create a mapping between objects, fields, and columns of the CSV file, and to do that, click on the button Create or Edit a Map. Then in the next window, click on the button Auto-Match Fields to Columns.
If the columns are not auto-matched with the object field, then you have to drag the object fields to the column mapping.
After mapping, click on the OK button then click on the Next button to proceed.
10. In this step, select the location for the success and error files from where they can be accessed later. At last, click on the Finish button.
11. As we click on the Finish button, a warning will appear on the screen regarding the insert operation. Here, click on the Yes button.
12. After the completion of data insertion, we can see the message of successful insert operation. Here, click on the OK button to close the data loader.
13. Now, to view the inserted contacts, go to the campaign that you have selected to import contacts, and there you can see the inserted contacts as campaign members.
In this way, we can import contacts as campaign members with Salesforce Data Loader by following the above steps.
If you have to import Leads or person Accounts as contact members, you must follow the steps above, but instead of ContactId, you must enter LeadId or AccountId, which you can get from a data export operation.
Conclusion
Importing contacts as campaign members with Data Loader in Salesforce is a straightforward process. By following the above steps, you can easily assign your contacts, leads, and accounts as campaign members and efficiently manage Campaigns in your org.
You may like to read:
- How to Insert Products via Data Loader in Salesforce
- How to Send List Email from Campaign in Salesforce
- How to Add Contacts to Campaign in Salesforce
- Export Contacts in Salesforce (Using Custom Report Type)
- How to Import the Notes Via Data Loader 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.
