Salesforce Admin Data Import Wizard

Today, we will take a look at the basic data import method. This is a process that you will definitely go through when learning the admin course at Trailhead, and it is not difficult, so you will be able to proceed smoothly. There are various ways to bulk insert data into Salesforce. In addition to the Data Import Wizard, there is a method to insert data using Data Loader. You choose the right method depending on your preference and circumstance.

 

Data Import Wizard

Data Import Wizard supports accounts, contacts, leads, solutions, campaign members, and person accounts, including custom objects. You can insert up to 50,000 records in a single operation. The file used for import can be a maximum of 100 MB, and a zip file can be up to 32 MB.

 

Exercise

I have prepared the exercise material. The data below is dummy data generated through ChatGPT.

dummy_data.csv

0.01MB

It's our dummy data. The view may vary slightly depending on your viewer.

 

Let's create fields that do not exist in Account as shown below.

Picklist

• Membership Type
  • Gold
  • Silver
  • Bronze
• Workout Time
  • Morning
  • Evening
  • Afternoon
• Package
  • Full Package
  • Standard Package
  • Starter Package

Don't forget to give permissions in Edit. If you don't, you cannot move on to the next steps.

 

 

1. Click Account and Contacts.

2. Match Contact by / Match Account by -> Choose the value. The value will be the criteria for checking duplicates when inserting data.

3. Upload your CSV file and check the Character Code.

 

We will proceed without mapping the  ID field because it is unnecessary data.

If there is a field with a similar name in the respective object, it will be automatically mapped. If mapping is not successful or is incorrect, you can do it manually. 

The import is completed. It says 48 records are successfully inserted. What about uninserted two records? It is because of the duplication.

 

You see one of the successfully inserted records.

Data Duplication

In today's task, you inserted 50 records, but only 48 were actually added. The reason for this is that there were 2 duplicate records in the CSV file provided.

 

Duplicate records

Liam Johnson

Olivia Wilson

 

Since the import process does not display any specific messages, if you don't thoroughly examine the results, you might overlook the fact that only 48 records were added and assume it was a success. Data import is a crucial process. For our exercise, a few omissions may not be a big issue, but in Production, losing customer data is a significant problem. Therefore, careful data preparation (including learning Excel) and considering how to handle duplicate data are essential considerations before starting the Production service.