Salesforce Platform App Builder Certification Handbook

Using the Data Import Wizard

Once you have created an export file and cleaned up the data for import, follow these steps to import data using the Data Import Wizard:

1. To start the wizard, perform the following steps:
   • From Setup, go to Administration Setup | Data Management | Data Import Wizard.
   • Click on Launch Wizard!
2. Choose the data that you want to import from the following:
   • We can import accounts, contacts, leads, and solutions from the Standard Object tab and other objects from the Custom Objects tab.
   • Next, we need to specify whether we want to add new records, update existing records, or add and update records simultaneously.
   • Specify matching and other criteria. We will be matching records using their Salesforce ID.
   • In the last section, we will specify ...