Course 2: How to Import Your Data into Salesforce

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Amberlynn Ruth Barber
8 years ago
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1 Course 2: How to Import Your Data into Salesforce Introduction This is the supplemental guide for video Course #2. This guide provides additional detail to the menus and screens referenced in the videos as well as step-by-step click streams to walk you through the customizations described in the videos. Prerequisite All of the instructions in the supplements are for Salesforce instances that have Enable Improved Setup User Interface turned ON. If you do not have it turned on, the instructions may not match the steps in your Salesforce account. How to know if you have Improved Setup enabled If you see Setup link between your name and Help and Training, then you already have this feature enabled. If you do not see the Setup link as in the above example, then follow instructions below to enable it. Turning on Improved Setup Click Your Name -> Setup -> App Setup -> Customize -> User Interface Go to section at bottom called Setup Make sure there is a check in the box for Enable Improved Setup User Interface Click Save VIDEO 1 through 5 No clicks necessary RightClix. All Rights Reserved. 1

Prerequisite All of the instructions in the supplements are for Salesforce instances that have Enable Improved Setup User Interface turned ON.

2 VIDEO 6: Import Data Import Data Using Salesforce s Import Tool Click Setup -> Data Management -> Import Accounts/Contacts -> Start the Import Wizard Step 1 of 8 Step 2 of 8 Click Choose File and select the data file to import Step 3 of 8 Shows the mapping between the Contact fields in Salesforce and the columns in the data file. Make sure that the columns are mapped correctly by carefully looking at each field. Step 4 of 8 Shows more mappings. Make sure that the columns are mapped correctly by carefully looking at each field. Step 5 of 8 Shows mapping for Account fields. Note the option to update Account data if a match is found, generally this is left off. Step 6 of 8 Shows more mappings. Make sure that the columns are mapped correctly by carefully looking at each field. Step 7 of 8 Tells you if any of the columns in the data file did not map to a field in Salesforce. If the columns were named correctly in the data sheet, the message should say, All fields in your import file are mapped Step 8 of 8 If preparation was done correctly, you should see a message that says, Press Import Now! to submit Click Import Now! Final message indicating the import request was submitted. You can monitor the import progress by clicking Import Queue or Click Finish Typically, imports only take several minutes unless it is a very large list of data. You will receive an from Salesforce indicating that the import has finished and if there were any errors. It also indicates how many records were imported and how many were updated. VIDEO 7: Wrap-up No clicks necessary RightClix. All Rights Reserved. 2

Make sure that the columns are mapped correctly by carefully looking at each field. Step 4 of 8 Shows more mappings. Make sure that the columns are mapped correctly by carefully looking at each field.

3 Appendix A: Field Mappings for Contacts and Accounts Label for Your Import File Record Owner Contact Fields Salutation Business Mobile Assistant Asst. Birthdate Business Contact Department Home Mailing Street 1 Mailing Street 2 Mailing Street 3 Mailing City Mailing State Mailing Postal Code Mailing Country Other Street 1 Other Street 2 Other Street 3 Other City Other State Other Postal Code Other Country Other Contact ID Account Fields Account Name Account Account Account Account Site Salesforce Field Contact and Account Owner Prefixed to Contact: Mobile Assistant Asst. Birthdate Department Home Mailing Mailing Mailing Mailing City Mailing State/Province Mailing Zip/Postal Code Mailing Country Contact: Other City Contact: Other State/Province Zip/Postal Code Contact: Other Country Contact: Other Contact ID Account: Account Name and Account: Account: Account: Account: Account Site 2014 RightClix. All Rights Reserved. 3

3 Other City Other State Other Postal Code Other Country Other Contact ID Account Fields Account Name Account Account Account Account Site Salesforce Field Contact and Account Owner Prefixed to

4 Account Type Billing City Billing Country Billing Postal Code Billing State Billing Street 1 Billing Street 2 Billing Street 3 Employees Revenue Shipping City Shipping Country Shipping Postal Code Shipping State Shipping Street 1 Shipping Street 2 Shipping Street 3 Account ID Account: Type Account: Billing City Account: Billing Country Account: Billing Zip/Postal Code Account: Billing State/Province Account: Employees Account: Account: Annual Revenue Account: Shipping City Account: Shipping Country Account: Shipping Zip/Postal Code Account: Shipping State/Province Account: Account: Account ID Note: Salesforce Record IDs are case sensitive RightClix. All Rights Reserved. 4

Account: Billing Zip/Postal Code Account: Billing State/Province Account: Employees Account: Account: Annual Revenue Account: Shipping City Account: Shipping Country

5 Appendix B: Field Mappings for Leads Label for Data Import File Company Street 1 Street 2 Street 3 City State Postal Code Country Annual Revenue No. of Employees Lead ID Lead Status Mobile Rating Record Owner Salutation Status Salesforce Lead Field Company City State Postal Code Country Annual Revenue No. of Employees Lead ID Lead Status Mobile Rating Lead Owner Added to beginning of Status Note: Salesforce Record IDs are case sensitive RightClix. All Rights Reserved. 5

of Employees Lead ID Lead Status Mobile Rating Record Owner Salutation Status Salesforce Lead Field Company City State

Company Setup 401k Tab

Reference Sheet Company Setup 401k Tab Use this page to define company level 401(k) information, including employee status codes, 401(k) sources, and 401(k) funds. The definitions you create here become