Category: data loader

Importing Data:                Salesforce provides wizards to import data for accounts and contacts, leads, solutions and custom objects.·         Import Wizards are online·         Administrator can import data for the entire organization.·         Users with “Import Personal Contacts” permission can import their own accounts and contacts from Your Name | My Settings | Import | Import My Accounts & Contacts·         Users with “Import Leads” or “Import Solutions” permissions can access respective wizards from Setup | Data Management | Import <Object Name>·         With Import Wizard max 50,000 data can be imported.·         Data format should be CSV.·         With Import Wizard, user can choose whether to add new records/update existing records/Add new and Update existing records.·         Unified interface of Import Wizard (Data Import Wizard) can be accessed from Your Name | My Settings | Import | Data Import Wizard.·         With Data Import Wizard, user is having the option to enable/disable workflow.Consideration before preparing the Import File:                As an administrator, you need to ensure the data is clean by -·         Checking data meet system and custom validation requirements. (Note: If a particular record fails data validation rule, import will fail for that particular record. Rest of the records will be imported).·         Universally required fields should be there in the CSV file for the new records. Otherwise import will fail for that particular record. Rest of the records will be imported. Owner field should be there in the...