SFDC: Load Data using the
custom object import wizard
Most organizations keep important
data in all sorts of places, including documents and spreadsheets. In this post,
we learn how to load data that currently lives in a personal spreadsheet into
the Warehouse app, where everyone in our organization can view and manage the
There are several ways to load
data, and this post shows only one method, using a Custom Object Import Wizard. This wizard uses a CSV file as its source. A CSV file is a
plain text file with each field separated by commas—thus the name
Create a data file
The first step is to make a
simple data file that you can use for this tutorial.
1. To save you time, download the
necessary CSV-formatted text file, from this URL:
2. Right-click and save the file
The field names are on the first line. These names
match the labels for fields in the Merchandise object.
Text fields are delimited by
quotes, allowing you to include spaces and special characters inside a text field.
Fields that have a number data type don’t require quotes.
Load the Data
Loading data from a CSV file into
a custom object is simple using the Custom Object Import Wizard.
From Setup, in the Quick Find
field, type import and then
click Import Custom Objects.
1. At the bottom of the page, click Start the Import Wizard!
the wizard starts, select Merchandise,
then click Next.
No, and then click Next.
None, and then click Next.
Choose File or Browse... and select
the data file you created earlier, then click Next.
on the Field Mapping step you can match headings in your CSV file to field
names in Salesforce. That was already done in the CSV file, so you can click Next.
Import Now! And then Finish.
Note: Once you finish the wizard, the platform queues the
data load. For large sets of data, it may take a while for the data load to
happen, and you’ll be notified by email when the data load completes. If you
want to monitor this process more closely, in Setup, click Imports.
Check the imported data:
Once the data load is completed,
go back to your app and confirm that the new Merchandise records are in place.
1. Click the Merchandise tab.
2. Next to the View drop-down
list, make sure All is selected and click Go!
**This document is referred from salesforce help tutorials