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Salesforce Platform App Builder Certification Handbook by Siddhesh Kabe

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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 ...

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