How to Import Data into Salesforce

There might be situations, in which we need to import data to salesforce, and sometime also, we may need to upload bulk data into salesforce from CSV files. In this complete tutorial, we will discuss how to import data into salesforce with different examples.

• How to import data into Salesforce
• How to import data into Salesforce lightning
• How to import data into salesforce classic
• How to import data into salesforce from CSV
• How to import bulk data into salesforce
• How to mass import data into salesforce

How to import data into Salesforce

Import data is defined as that we are uploading data from any outside source and combine it with data we gather by analytics. It connects the offline data that we have passed with the default hit that is gathered by the analytics.

Import data in salesforce is defined as a tool that can import up to 50,000 records at a time. It gives a simple interface to identify the configuration parameters like data sources and field mapping. In Field mapping, we can map the field name in our import file.

We can also import data in standard objects such as Lead, Account, Contact, Accounts, etc, and we also import the data in custom objects.

Some important uses of Import Data:

• Before importing the data we make sure that the objects we need to import are supported by the wizard.
• The Data import wizard can upload fewer than 50,000 records at a time.
• While importing the data we don’t need the import process to be computerized.

Now, we will see how to import data into salesforce using salesforce lightning and salesforce classic.

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How to import data into Salesforce lightning

Salesforce Lightning is a modern view of the salesforce platform that is fast, easy, and filled with a broad variety of options.

Here we are importing the data into the salesforce lightning, using a USA data CSV file.

Follow the below steps to import data into salesforce lightning:-

Step 1: Login to the salesforce account, Go to Setup and enter Data Import Wizard in Quick Find Box. Click on the Data Import Wizard.

Step 2: After clicking on Data Import Wizard, then import our data in three simple steps that mention in the below picture, and then click on the Launch button.

Step 3: After clicking on Launch wizard, then Import the data into Salesforce. Firstly select the data we want to import Like Standard Objects or Custom Objects.

Here we are choosing the Standard objects. There are lots of Standard objects and we are choosing Accounts and Contacts in between them.

Step 4: After Choosing the objects, Next Add new records and then choose the CSV file. Here we want to upload the USA Data.csv file and remain all are same after that Click on Next.

Step 5: Edit Field Mapping of Accounts and Contacts, In the Edit section, click on the Map and Map the Salesforce object.

Step 6: After clicking on the Map, the Map your field Dialogue box is open in which we can find the field and click on the Map button.

Step 7: After clicking on the Map option, you can see that the Field Mapping is completed, and then click on Next.

Step 8: After clicking on the Next, Review the information and click on the Start Import button.

Step 9: After clicking on the Start Import button, the dialogue box is open on which the text is written, Click on Ok to view your import status on the Bulk Data Load Job Page.

Step 10: After clicking on the Ok button you can see that the Bulk Data Load Jobs Page is open in which you can see that under the Batches the status is shown completed.

This is how to import data into salesforce lightning.

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How to import data into salesforce classic

Salesforce classic is the traditional user experience of Salesforce and it has a simplified interface that is easy to use.

Here we are importing the data into the salesforce classic, using a USA Employee Data CSV file.

Follow these steps to import data into salesforce classic:-

Step 1: Login to the salesforce account, Go to Setup and enter Data Import Wizard in Quick Find Box. Click on the Data Import Wizard.

Step 2: After clicking on Data Import Wizard, then import our data in three simple steps that mention in the below picture, and then click on the Launch button.

Step 3: After clicking on Launch wizard, then Import the data into Salesforce. Firstly select the data we want to import Like Standard Objects or Custom Objects.

Here we are choosing the Standard objects. There are lots of Standard objects and we are choosing Leads in between them.

After Choosing the objects, Next Add new records and then choose the CSV file. Here we want to upload the USA Employee Data.csv file and remain all are same after that Click on Next.

Step 4: Now Edit Field Mapping of Leads if needed, otherwise click on the Next.

Step 5: After clicking on the Next, Review the information and click on the Start Import button.

Step 6: After clicking on the Start Import button, the dialogue box is open on which the text is written, Click on Ok to view your import status on the Bulk Data Load Job Page.

Step 7: After clicking on the Ok button you can see that the Bulk Data Load Jobs Page is open in which you can see that under the Batches the status is shown completed.

So, with this, we understand how to import data into salesforce classic.

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How to import data into salesforce from CSV

CSV stands for Comma Separated Values file which is a text file that has a specified format that permits the data to be saved in a table format. It uses commas to separate the values.

Here we are importing the data into the salesforce, using a Contacts USA CSV file.

Follow these steps to import data into salesforce from CSV:-

Step 1: Login to the salesforce account, Go to Setup and enter Data Import Wizard in Quick Find Box. Click on the Data Import Wizard.

Step 2: After clicking on Data Import Wizard, then import our data in three simple steps that mention in the below picture, and then click on the Launch button.

Step 3: After clicking on Launch wizard, then Import the data into Salesforce. Firstly select the data we want to import Like Standard Objects or Custom Objects.

Here we are choosing the Standard objects. There are lots of Standard objects and we are choosing Leads in between them.

After Choosing the objects, Next Add new records and then choose the CSV file. Here we want to upload the Contacts USA.csv file and remain all are same after that Click on Next.

Step 4: Edit Field Mapping of Accounts and Contacts, In the Edit section, click on the Map and Map the Salesforce object.

Step 5: After clicking on the Map, the Map your field Dialogue box is open in which we can find the field and click on the Map button.

Step 6: After clicking on the Map option, you can see that the Field Mapping is completed, and then click on Next.

Step 7: After clicking on the Next, Review the information and click on the Start Import button.

Step 8: After clicking on the Start Import button, the dialogue box is open on which the text is written, Click on Ok to view your import status on the Bulk Data Load Job Page.

Step 9: After clicking on the Ok button you can see that the Bulk Data Load Jobs Page is open in which you can see that under the Batches the status is shown completed.

Step 10: Go to the App Launcher, enter the contact in the search box and then click on the contacts.

Step 11: After clicking on the Contacts, the All Contacts Page is open and you can see all the contacts that are present in the Contacts USA.csv file is merged with these contacts.

So with this, we understand how to import data into salesforce from CSV.

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How to import bulk data into salesforce

The bulk stands for the mass or size of something large. The bulk of data refers to putting all the data into a file or set of files.

Here we are importing the data into the salesforce, using a Contacts USA Emp imp CSV file. Follow these steps to import bulk data into salesforce:-

Step 1: Login to the salesforce account, Go to Setup and enter Data Import Wizard in Quick Find Box. Click on the Data Import Wizard.

Step 2: After clicking on Data Import Wizard, then import our data in three simple steps that mention in the below picture, and then click on the Launch button.

Step 3: After clicking on Launch wizard, then Import the data into Salesforce. Firstly select the data we want to import Like Standard Objects or Custom Objects.

Here we are choosing the Standard objects. There are lots of Standard objects and we are choosing Accounts and contacts in between them.

After Choosing the objects, Next Add new records and then choose the CSV file. Here we want to upload the USA Emp imp.csv file and remain all are same after that Click on Next.

Step 4: Edit Field Mapping of Accounts and Contacts, In the Edit section, click on the Map and Map the Salesforce object.

Step 5: After clicking on the Map, Map your field Dialogue box is open in which we can find the field and click on the Map button. After clicking on the Map option, you can see that the Field Mapping is completed, and then click on Next.

Step 6: After clicking on the Next, Review the information and click on the Start Import button.

Step 7: After clicking on the Start Import button, the dialogue box is open on which the text is written, Click on Ok to view your import status on the Bulk Data Load Job Page.

Step 8: After clicking on the Ok button you can see that the Bulk Data Load Jobs Page is open in which you can see that under the Batches the status is shown completed.

This is how we understand how to import bulk data into salesforce.

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How to mass import data into salesforce

The Import data connects the offline data that we have passed with the default hit that is gathered by the analytics.

Here we are importing the data into the salesforce, using a Contacts USA Lead CSV file. Follow these steps to import bulk data into salesforce:-

Step 1: Login to the salesforce account, Go to Setup and enter Data Import Wizard in Quick Find Box. Click on the Data Import Wizard.

Step 2: After clicking on Data Import Wizard, then import our data in three simple steps that mention in the below picture, and then click on the Launch button.

Step 3: After clicking on Launch wizard, then Import the data into Salesforce. Firstly select the data we want to import Like Standard Objects or Custom Objects.

Here we are choosing the Standard objects. There are lots of Standard objects and we are choosing Leads in between them.

After Choosing the objects, Next Add new records and then choose the CSV file. Here we want to upload the USA Lead.csv file and remain all are same after that Click on Next.

Step 4: Edit Field Mapping of Leads, In the Edit section, click on the Map and Map the Salesforce object. After clicking on the Map, Map your field Dialogue box is open in which we can find the field and click on the Map button.

Step 5: After clicking on the Map option, you can see that the Field Mapping is completed, and then click on Next.

Step 6: After clicking on the Next, Review the information and click on the Start Import button.

Step 7: After clicking on the Start Import button, the dialogue box is open on which the text is written, Click on Ok to view your import status on the Bulk Data Load Job Page.

Step 8: After clicking on the Ok button you can see that the Bulk Data Load Jobs Page is open in which you can see that under the Batches the status is shown completed.

So, with this, we understand how to mass import data into salesforce.

Conclusion:

In this tutorial, we have learned how to import data into salesforce, and also we have covered how to import bulk data into salesforce. This can be performed on both salesforce lightning and salesforce classic.

• How to import data into Salesforce
• How to import data into Salesforce lightning
• Import data into salesforce classic
• How to import data into salesforce from CSV
• How to import bulk data into salesforce
• How to mass import data into salesforce

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