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Data Management | Import Data | Trailhead / Salesforce

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Premiered Jun 19, 2023
5:09

Data Management | Import Data | Trailhead / Salesforce Trailmix 1 - Fundamentals of Salesforce Import data using the Data Import Wizard. Download a CSV file that contains contact data, and import it using the Data Import Wizard. Download this CSV file by right-clicking and selecting "Save Link As". Make sure you save it as a CSV (.csv) file, and not a text (.txt) file. You don't need to use Excel. Use the Data Import Wizard to import the file: Kind of data: Accounts and Contacts Type of import: Add new records Match Contact by: Name Where is your data located?: CSV File: Choose File Character Code: ISO-8859-1 (the default) Values Separated by: Comma Map all fields: FNAME to Contact: First Name LNAME to Contact: Last Name CELL to Contact: Mobile #salesforce #salesforceadmin #salesforcedeveloper #trailhead Disclaimer - This Video for education purposes

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Data Management | Import Data | Trailhead / Salesforce | NatokHD