How To Import Data Into Salesforce
Here is a step-by-step tutorial to import contact data into Salesforce:
- Head over to Contacts on your Salesforce dashboard.
- Click on the Import button on the upper right side of the page.
- Select Accounts and Contacts under the Standard objects tab.
- Select Add new records from the next column.
- Select CSV as your data source and upload your CSV file that contains all your sales contacts.
- Hit the Next button to continue.
- Map your headers with Salesforce objects in the next step.
- Look for Salesforce objects like Contact: Email, Contact: First name, Contact: Last name, etc.
- Click on the Map button to finish the mapping process and hit Next.
- Hit Start Import on the next screen to begin the importing process.
- Your contacts will begin importing. Click on the OK button to continue.
Congrats! Your contacts are now imported. Select All Contacts from the dropdown on the top left to view your contacts.
Also learn how to create a report in Salesforce.
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