How can you import data in Salesforce? | Data Import Wizard and Data Loader

Рет қаралды 50,995

3 жыл бұрын

In this video, Shrey is not only teaching but also demonstrating to you "How can you import data in Salesforce?".
You will be learning:
How can you easily import data in Salesforce?
What are the operations possible while importing data in Salesforce?
What are different methods of importing data in Salesforce?
What is Salesforce Data Import Wizard?
How to import data using Data Import Wizard in Salesforce?
What is Data Loader (Import) in Salesforce?
How to use/run Data Loader in Salesforce to import data?
What kind of data can Data Import Wizard import in Salesforce?
What kind of data can Data Loader import in Salesforce?
We hope you enjoy the video and take another step forward in your journey with Salesforce. This video is from the Salesforce Administrator & App Builder course which is designed and curated by Shrey Sharma, one of the top best Salesforce Trainer in the world.
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Get your free copy of notes here: s2-labs.com/salesforce-admin-and-developer-study-material/#Ebook
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Grow your business with THE BEST SALESFORCE IMPLEMENTATION and CONSULTANCY SERVICES
Reach us out here: cyntexa.com
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Get the BEST SALESFORCE COURSES & TRAINING here s2-labs.com/
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STALK ME ON:
Instagram: imShreySharma
Facebook: SalesforceHulk/
Twitter: iamshreysharma
LinkedIn: www.linkedin.com/in/imshreysharma/
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Shrey is a Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey has been an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his KZfaq channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvellous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinker who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
#salesforce
#dataimport
#salesforcehulk

Пікірлер: 33

@kamilmanzar 3 жыл бұрын

Great, thanks for uploading on KZfaq. Very Helpful.

@akshaycp9518 2 жыл бұрын

Hello, I have a doubt. What should I do to show error message while importing data without required field values?

@prasadnandyala3196 3 жыл бұрын

when i came to import data of job application(object in my recruiting app) i got records failed-6. it shows some errors, so what can i do sir for currect these errors

@NeymarJr-gb5gl 2 жыл бұрын

Sir, the multi picklist field is not visible to map it while i was importing. ( It is only visible when i made it Universally Required field ) !!!! is there any Exception???

@pankajjayaswal8383 Жыл бұрын

you explain so clearly

@guitardude0909 3 жыл бұрын

this is great thanks shrey!

@lovelinux308 2 жыл бұрын

Dear sir While uploading a csv file which page layout salesforce uses to accept(map) our data, in here we have three page layout , 1 for system Admin , 2 for front Desk , 3 for Training Manager. Anyone Help!!

@VMKrishna 2 жыл бұрын

I want to upsert records in chilrd/many side object. In that object lookup relationship field is there. How can i upsert in that case? Please explain. Thanks in advance.

@mallalanagalakshmi4736 2 жыл бұрын

Why we are not supposed to import other standerd objects like cases, documents,assets..etc by data import wizard?

@AjithKumar-gc6zt 2 жыл бұрын

Is now also unable to import std objects other than this right..?

@ankitchoudhary72488 Жыл бұрын

I was not getting training manager profile to select while creating Akash Sharma user. Plz tell how will i get it.

@76mikerod 2 жыл бұрын

At 11:47 Does anyone know what is meant by if and only if they are unique? Two records are not unique because they were not altered and one is unique because the contact was changed to 5555. I am assuming what is meant by unique is that there is not the same exact record in Salesforce (right table in video). Please help

@ishusinghal9268 2 жыл бұрын

Hello guys, I am getting an error while uploading .csv file in data import wizard. I mapped all the records name, contact and I am getting error to map street address. Can anyone please help?

@swatikannaujiya86 2 жыл бұрын

nice sir very helpfull

@masdali7133 2 жыл бұрын

In all classes .....it's the easiest one..Bhai...

@sarayusupercoolvideos1124 2 жыл бұрын

What if it is master detail relation ship can we import ??

@kobichu7134 3 жыл бұрын

Can you show me how to add opportunity team member by using dataloader?

@VMKrishna 2 жыл бұрын

Hi Shrey, Please make a video on Custom object creation using spreadsheet.

@shashikumar-rw1zc 11 ай бұрын

hi shrey what is the difference between std-30 id and record id

@tshifhiwamuruba1356 2 жыл бұрын

Thank you

@shaonbhattacharya6316 3 жыл бұрын

You are awesome ❤️❤️

@SalesforceHulk 3 жыл бұрын

Thank you so much

@yashasvikumar134 3 жыл бұрын

How to import data in lookup fields of custom object. can they be autopopulated?

@LalchandRawatVlogs1 3 жыл бұрын

You have to pass record id then while importing data in lookup fields.

@gopinathvs5169 Жыл бұрын

If a profile has no create access to a field in an object can a user with that profile upload record data with data import wizard.

@SalesforceHulk Жыл бұрын

It will show an error if you try to put value in the field on which you don't have any access

@lingareddygarimadhusudhanr7506 11 ай бұрын

When updating a record in which field they are comparing. There is a particular field to check whether the value is duplicate or new record. On basis of which field it identifies updating or inserting

@SalesforceHulk 11 ай бұрын

While updating Salesforce will check the record id of the record, if it is null or blank then salesforce will be creating a new record or if it is having some value/id then it will be updating the record corresponding to that id.