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Import data using the Data Import Wizard

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Dec 11, 2024
4:50

Download the Contact Data: Save the provided link as a CSV file (.csv). Access Data Import Wizard: Go to the Data Import Wizard in Salesforce. Select Data Type: Choose Accounts and Contacts as the data type. Set Import Options: Import Type: Add New Records. Match Contact By: Name. Data Source: CSV File. Upload File: Select your CSV file. Set File Details: Character Encoding: ISO-8859-1. Separator: Comma. Map Fields: FNAME → First Name. LNAME → Last Name. CELL → Mobile. Start Import: Review and begin the import process.

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Import data using the Data Import Wizard | NatokHD