What is Data Import Wizard in salesforce?

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Salesforce

In Salesforce, the Data Import Wizard is a tool that allows you to import data from a CSV (comma-separated values) file into your Salesforce organization. You can use it to create new records or update existing records in your organization.

To use the Data Import Wizard, you will need to create a CSV file with your data. The CSV file should contain a header row with the field names that you want to import, and each subsequent row should contain the data for a single record.

Once you have your CSV file ready, you can use the Data Import Wizard to import the data into Salesforce. The Wizard will guide you through the process of mapping the fields in your CSV file to the fields in Salesforce, and you can choose to either create new records or update existing ones.

Overall, the Data Import Wizard is a useful tool for quickly and easily importing large amounts of data into Salesforce, and it can save you a lot of time and effort compared to manually entering the data one record at a time.

Steps to use Salesforce Data Import Wizard.

Here are the steps to use the Salesforce Data Import Wizard:

  1. Navigate to the Data Import Wizard page in Salesforce. It can be found in the Setup menu under “Data Management.”
  2. Choose the data type you want to import. You can choose from a variety of options, including leads, accounts, contacts, and custom objects.
  3. Click the “Launch Wizard” button to start the import process.
  4. Choose whether you want to create new records or update existing ones.
  5. Select the CSV file that contains your data. You can either choose a file from your computer or specify a URL where the file is located.
  6. Map the fields in your CSV file to the fields in Salesforce. This step is important because it ensures that the data is imported correctly into the correct fields in Salesforce.
  7. Check the data to verify sure everything appears to be in order. You can also choose to apply validation rules or send email notifications as part of the import process.
  8. To start the import procedure, click the “Start Import” button. Salesforce will import the data from your CSV file and create or update the records in your organization.
  9. Monitor the progress of the import process by viewing the Import Status page. When the import is complete, you will receive a notification and can view the results of the import.

Mapping fields in Salesforce Data Import Wizard.

Mapping fields in the Salesforce Data Import Wizard refers to the process of linking the fields in your CSV file to the corresponding fields in Salesforce. This step is important because it ensures that the data is imported correctly into the correct fields in Salesforce.

To link your CSV file’s fields to Salesforce’s fields:

  1. In the Data Import Wizard, select the type of data you want to import and click the “Launch Wizard” button to start the import process.
  2. In the “Map Fields” step of the import process, you will see a list of the fields in your CSV file on the left and a list of the corresponding fields in Salesforce on the right.
  3. Drag and drop the fields from the left column to the right column to map them to the corresponding fields in Salesforce.
  4. If you want to skip a field, you can select it and click the “Skip” button.
  5. If you want to map a field to a custom field in Salesforce, you can click the “Add a Field” button and select the custom field from the list.
  6. Once you have finished mapping the fields, click the “Next” button to proceed to the next step of the import process.

It’s important to double-check your field mappings to make sure everything is correct before proceeding with the import. This will help ensure that the data is imported correctly and avoid any errors or issues during the import process.

How to import/update/upsert data using Data Import Wizard.

To import or update data using the Salesforce Data Import Wizard:

  1. Navigate to the Data Import Wizard page in Salesforce. It can be found in the Setup menu under “Data Management.”
  2. Choose the data type you want to import. You can choose from a variety of options, including leads, accounts, contacts, and custom objects.
  3. Click the “Launch Wizard” button to start the import process.
  4. In the “Import Options” step, you can choose whether you want to create new records or update existing ones.
  • If you choose to create new records, the Data Import Wizard will create new records in Salesforce based on the data in your CSV file.
  • If you choose to update existing records, you will need to specify a matching field that the Data Import Wizard will use to identify the records that you want to update. For example, you might use the email address field to match records in your CSV file to records in Salesforce.
  1. In the “Map Fields” step, map the fields in your CSV file to the fields in Salesforce. This step is important because it ensures that the data is imported correctly into the correct fields in Salesforce.
  2. Check the data to verify sure everything appears to be in order. You can also choose to apply validation rules or send email notifications as part of the import process.
  3. To start the import procedure, click the “Start Import” button. Salesforce will import the data from your CSV file and create or update the records in your organization.
  4. Monitor the progress of the import process by viewing the Import Status page. When the import is complete, you will receive a notification and can view the results of the import.

You can also use the Data Import Wizard to perform an “upsert” operation, which is a combination of an update and an insert. With an upsert, the Data Import Wizard will update existing records if it finds a match based on the matching field you specify, and it will create new records if no match is found. To perform an upsert, select the “Upsert” option in the “Import Options” step and specify a matching field.

How to delete data using Data Import Wizard.

It is not possible to delete data using the Salesforce Data Import Wizard. The Data Import Wizard is designed for importing and updating data in Salesforce, not for deleting it.

If you want to delete data from your Salesforce organization, you can use one of the following methods:

  1. Use the Data Export Wizard to export the data you want to delete to a CSV file, and then delete the records from Salesforce manually by selecting them and clicking the “Delete” button.
  2. Use the Salesforce API to programmatically delete the records. This requires some programming knowledge and access to the API.
  3. Use a third-party tool or service that is designed for mass deleting data in Salesforce.

It’s important to be careful when deleting data, as it cannot be recovered once it has been deleted. Make sure you have a backup of the data before deleting it and be sure to double-check that you are deleting the correct records.

In conclusion, the Data Import Wizard in Salesforce is a powerful tool that allows users to easily import data from external sources into their Salesforce account. This feature can save time and effort when migrating data from other systems, as well as when updating or adding new information to Salesforce. Additionally, the Data Import Wizard also provides a user-friendly interface and various options for data mapping and validation, making it a versatile and essential tool for any Salesforce user.

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