How do I import and export data into Salesforce?
If you are a Salesforce administrator or developer, you may need to know how to import and export data into Salesforce in order to keep your data up-to-date and organized. This could be necessary for a variety of reasons, such as when you need to migrate data from an existing system to Salesforce, or when you need to update existing records with new information. Knowing how to import and export data into Salesforce can help you ensure that your data is accurate and up-to-date, and can help you save time and resources.
Grace Everwood
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13 steps
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9 seconds
Salesforce
1
Go to "Setup" in the top right corner of the Salesforce page.
2
In the left sidebar, click on "Data Management" and then "Data Import Wizard".
3
Click on the "Launch Wizard" button.
4
Select the type of data you want to import and click "Next".
5
Follow the instructions to upload your data file.
6
Map the fields in your data file to the fields in Salesforce.
7
Click the "Next" button.
8
Select the "Run Now" option and click "Next".
9
Review the import summary and click "Start Import".
10
To export data, go to "Setup" in the top right corner of the Salesforce page.
11
In the left sidebar, click on "Data Management" and then "Export".
12
Select the type of data you want to export and click "Next".
13
Follow the instructions to export your data.