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How to import data into Salesforce
Leni Vasquez
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0 step
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2 minutes
Salesforce
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This guide will show you how to import data to salesforce (contacts/accounts).
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Navigate to [https://scribe2022.lightning.force.com/lightning/page/home](https://scribe2022.lightning.force.com/lightning/page/home)
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Click here.
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Click "Setup"
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Switch to tab "Lightning Experience"
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Click the "Quick Find" field.
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Type "import"
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Click "Import"
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Click "Launch Wizard!"
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Click "Accounts and Contacts"
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Click "Add new records"
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Click this dropdown.
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Click this dropdown.
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Import your list (csv.) and Click "Next"
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Tip! Click Map and map fields from your list into SFDC fields.
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Click "Map" Click "Account: Record Owner" Click "Map" (*Do this with all the fields you need to map from your list to SFDC)
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Click "Next"
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Click "Start Import"
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Click "OK"
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Once you hit "OK" your list will begin importing and you are done! 👍
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