Wednesday, July 3, 2013

Quick Tips: New improved Salesforce Data Import Wizard

Finally, there are few much needed feature additions to Salesforce's data import wizard. 

Note: The Data Import Wizard is currently available through a pilot program.

On a high level, I found following improvements:-
  1. Improved UI (bit glitches though) with wide screens having lesser height
  2. Data mapping on the fly
  3. Drag and drop file (thanks to HTML5)
  4. Specify actions for e.g. insert, update or both
  5. Capability to skip trigger execution for data being imported
  6. Improved data mapping with ability to map a column from data file to multiple properties
Following is step to step procedure to use it (simplistic flow):-
  • Open wizard
Salesforce Data import wizard Step 1
  • Select object, action and provide data file
Salesforce Data import wizard Step 2
  • View/ modify data mapping
Salesforce Data import wizard Step 3
Salesforce Data import wizard Step 4
  • Review import information and confirm
Salesforce Data import wizard Step 5

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