Reduce manual data entry and the risk of errors by using CSV files to import large
amounts of data into Salesforce objects. Prepare and upload your CSV file, map columns to
Salesforce objects, validate your data, and download import log files. Perform complex data
transformations on the CSV file and import the transformed data into one or more Salesforce
objects.
Required Editions
- CSV Data Management Editions and Permissions
Review the supported products and editions for CSV Data Management. Then, learn how your product handles permissions and how to assign them.
- CSV File Readiness
Input large amounts of data by preparing it in a CSV file and importing it into Salesforce. You can import data into Salesforce standard objects and custom objects.
- Make the CSV File Import Option Visible in Existing Orgs
Even after you assign a permission set to users, the CSV File Import tab sometimes remains hidden by default in existing orgs. Salesforce admins must manually adjust settings to make this option visible to the users.
- CSV File Import
Seamlessly import CSV data into Salesforce standard and custom objects with basic or advanced data import features. You can import CSV data into either a single Salesforce object or multiple Salesforce objects at a time, along with data transformation options.
- Download Import Logs
The CSV data import process is an async process that runs in the background after you initiate it. When the import is complete, the user receives a notification and can download the log files.
