How to import data into Salesforce | Scribe

    How to import data into Salesforce

    • Leni Vasquez |
    • 18 steps |
    • 2 minutes
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    This guide will show you how to import data to salesforce (contacts/accounts).
    1
    Navigate to [https://scribe2022.lightning.force.com/lightning/page/home](https://scribe2022.lightning.force.com/lightning/page/home)
    2
    Click here.
    3
    Click "Setup"
    4
    Switch to tab "Lightning Experience"
    5
    Click the "Quick Find" field.
    6
    Type "import"
    7
    Click "Import"
    8
    Click "Launch Wizard!"
    9
    Click "Accounts and Contacts"
    10
    Click "Add new records"
    11
    Click this dropdown.
    12
    Click this dropdown.
    13
    Import your list (csv.) and Click "Next"
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    Tip! Click Map and map fields from your list into SFDC fields.
    14
    Click "Map" Click "Account: Record Owner" Click "Map" (*Do this with all the fields you need to map from your list to SFDC)
    Click "Map" Click "Account: Record Owner" Click "Map" (*Do this with all the fields you need to map from your list to SFDC)
    15
    Click "Next"
    16
    Click "Start Import"
    17
    Click "OK"
    18
    Once you hit "OK" your list will begin importing and you are done! 👍