What is the Import Wizard?

– An easy-to-use multi-step wizard for importing new Accounts, Contacts, Leads, Custom Objects or Solutions
– Can be used for Account, Contact, Lead, Custom Objects or Solutions updates based on matching ID
– Contact and Leads may be updated based on matching email address
– Custom Objects or Solutions may be updated based on Custom
Object names, Solutions titles, Salesforce ID or external ID

What is a CSV file?
– File type required when using the Import Wizard
– Values are separated by commas and each row indicates a record of data

What is a record of data?
– One unique unit of related information
– Row of data in a table or spreadsheet

Standard users can import up to 500 account or contact records per session. Organization-wide imports
(system administrators) are limited to 50,000 accounts, contacts, leads, custom objects, or solutions per
session
• During a lead import, you can choose to enable active or inactive assignment rules and/or trigger workflow rules as part of the import

Import Wizard
– Only imports data. Object and fields must be created first.
– Only available for System Administrators
– Must load parent objects first if lookup fields are included
– Loading for multiple record types requires file chunking

Affected Objects and Functions
– Custom Objects, Accounts, Solutions, Contacts, and Leads