August 14, 2012

Import Wizard in Salesforce

The import wizard imports Accounts, Contacts, Leads, Solutions and Custom Object data.

The inbuilt Import wizard's advantages:
  • You need not install any third party tool
  • Your data is small and is in CSV format
You can access the inbuilt import wizard through Setup --> Administration Setup --> Data Management. This wizard only supports a maximum of 50,000 records per import.

  • Instead of  false or true value for checkbox, you should use 0 or 1.
  • Date/Time format will follow your personal locale setting. In most situations, the format should be MM/DD/YYYY.
  • If the field length is exceeded, the import wizard will truncate the data.

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