Add Your Data

Import your raw data files, such as CSV files, onto your local device. Each imported data file becomes a dataset.

Required Editions

Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.

As you prepare to import data, keep these limits and tips in mind:

  • Only CSV, TSV, and XLSX files, and ZIP files containing these types, can be imported as dataset.
  • Imported dataset aren’t available in CRM Analytics on the Web. They are only available on your mobile device in the playground.
  • Imported dataset aren’t encrypted.