Importing and Exporting Data

Check here for a great Trailhead on importing and exporting data.

Salesforce offers two main methods for importing data.

Data Import Wizard—this tool, accessible through the Setup menu, lets you import data in common standard objects, such as contacts, leads, accounts, as well as data in custom objects. It can import up to 50,000 records at a time. It provides a simple interface to specify the configuration parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce.

Data Loader—this is a client application that can import up to five million records at a time, of any data type, either from files or a database connection. It can be operated either through the user interface or the command line. In the latter case, you need to specify data sources, field mappings, and other parameters via configuration files. This makes it possible to automate the import process, using API calls.

We strongly recommend that you use the Data Import Wizard until you feel comfortable with Data Loader.

To get to the Data Import Wizard:

• 1.     Go toSetup

• 2.     Use the quick find searchbox

• 3.     Typeimport

• 4.     Select the Data ImportWizard

• 5.     Follow theinstructions

When importing data it needs to be in a CSV format. Excel and Google sheets can both provide this format for you.

When importing data we recommend first doing a small batch to make sure it imports correctly. If you are doing this for the first time it is usually really good to do it with someone else who has more experience. We would suggest setting up a video call with your regional Salesforce specialist to help you walk this through.

Data Import Wizard

• •       Clean your data first. Make sure picklists matchetc.

• •       Add data if youcan.

• •       Make sure to include an owner ID. (otherwise they will all default toyou)

• •       Needs to be a CSVfile.

• •       Go to Salesforce > Setup > Data Import Wizard > LaunchWizard

• •       Follow the steps, make sure you tell it how to match church names or contactnames.

• •       Field Mapping: remember you can leave some out, this is usually where I find something wrong and have to go back andfix

• •       Check theresults.

How to find your ID. (or anyone else on your team)