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Salesforce Platform Developer I Certification Guide
book

Salesforce Platform Developer I Certification Guide

by Jan Vandevelde, Gunther Roskams
May 2019
Intermediate to advanced
546 pages
12h 41m
English
Packt Publishing
Content preview from Salesforce Platform Developer I Certification Guide

Importing data through the Data Import Wizard

Let's load the stand-alone Person and Company records using the Data Import Wizard:

  1. Navigate to Setup | Integrations | Data Import Wizard and click the Launch Wizard! button in the middle of the page.
  2. Select Persons from the Custom Objects tab.
  3. Select Add New Records and leave the Match by and Designated Owner fields empty (none).
  1. Drag and drop the Person.csv file that you'll find in the Data Files folder from the Resources Zip folder into the Where is your data located section. Your screen should look like this:
  1. Click on Next to go to the field mapping wizard:
  1. You'll see that Person Name ...
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Publisher Resources

ISBN: 9781789802078