When importing and exporting data into Salesforce, Which two statements are true

After completing this unit, you'll be able to:

• Describe and compare the different options for importing data into Salesforce.
• List the steps involved in preparing and importing data from a sample .csv file using the Data Import Wizard.

Cloud Kicks manufactures custom sneakers, designed and personalized for their customers. Sales superstars Candace and Jose are always eager to get fresh air and exercise, so they schedule a walking meeting with Linda, the company’s Salesforce admin. They want Linda’s help to bring their CRM data into Salesforce. Because they have fewer than 50,000 records, Linda decides to use the Data Import Wizard. When she gets back to her desk after the walk, she preps the data for import.

Follow these steps before you start importing any data.

1. Use your existing software to create an export file. You'll use this exported data file to now import the data into Salesforce. 
2. Clean up the import file for accuracy and consistency. This involves updating the data to remove duplicates, delete unnecessary information, correct spelling and other errors, and enforce naming conventions.
3. Compare your data fields with the Salesforce fields you can import into, and verify that your data will be mapped into the appropriate Salesforce fields. You might need to fine-tune the mapping before starting the import. For details, see Field Mapping for Data Sources in the online help.
4. Make any configuration changes required in Salesforce to handle the imported data. For example, you might need to create new custom fields, add new values to picklists, or temporarily deactivate workflow rules.

View the second video "Data Import: Clean Up Your Import File" in the How To Import Data into Salesforce Series for more information on cleaning up your import file.

Once you have created an export file and cleaned up the data for import, follow these steps to import data using the Data Import Wizard.

1. Start the wizard.
   1. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. 
   2. Review the information provided on the welcome page, then click Launch Wizard!
2. Choose the data that you want to import.
   1. To import accounts, contacts, leads, solutions, person accounts, or campaign members, click Standard Objects. To import custom objects, click Custom Objects.
   2. Specify whether you want to add new records to Salesforce, update existing records, or add and update records simultaneously.
   3. Specify matching and other criteria as necessary. Hover over the question marks for more information about each option.
   4. Specify the file that contains your data. You can specify your data file by dragging the CSV to the upload area of the page or by clicking the CSV category you’re using and then navigating to and selecting the file.
   5. Choose a character encoding method for your file. Most users can accept the default character encoding.
   6. Click Next. 
3. Map your data fields to Salesforce data fields. The Data Import Wizard tries to map as many of your data fields as possible to standard Salesforce data fields. If Salesforce can’t automatically map fields, however, you do it manually. Unmapped fields are not imported into Salesforce. To see a list of standard Salesforce data fields, from Setup, at the top of the page, click Object Manager. Click the object whose fields you’re interested in, and click Fields & Relationships. For example, if you want to see a list of standard Salesforce fields for leads, click Object Manager | Lead | Fields & Relationships.
   1. Scan the list of mapped data fields and locate any unmapped fields.
   2. Click Map to the left of each unmapped field.
   3. In the Map Your Field dialog box, choose the Salesforce fields you want to map to and click Map. The Map Your Field dialog box also gives you the option of saving data from unmapped fields in a general notes field for accounts and contacts. To do so, choose Account Note or Contact Note from the Map To drop-down list and click Map.
   4. To change mappings that Salesforce performed automatically, click Change to the left of the appropriate field, then choose the Salesforce fields you want to map to and click Map.
   5. Click Next.
4. Review and start your import.
   1. Review your import information on the Review page. If you still have unmapped fields that you want to import, click Previous to return to the previous page and specify your mappings.
   2. Click Start Import.
5. Check import status. From Setup, enter “Bulk Data Load Jobs” in the Quick Find box, then select Bulk Data Load Jobs.  The user who starts the data import receives a status email when the import is completed.

This information can help you integrate your imported data into Salesforce.

• New Values for Picklists and Multi-Select Picklists—If you import a picklist value that doesn’t match an existing picklist value:
  • For an unrestricted picklist, the Data Import Wizard uses the value that’s in the import file.
  • For a restricted picklist, the Data Import Wizard uses the picklist’s default value.
• Multi-Select Picklists—To import multiple values into a multi-select picklist, separate the values by a semicolon in your import file.
• Checkboxes—To import data into a checkbox field, use 1 for checked values and 0 for unchecked values.
• Default Values—For picklist, multi-select picklist, and checkbox fields, if you do not map the field in the import wizard, the default value for the field, if any, is automatically inserted into the new or updated record.
• Date/Time Fields—Ensure that the format of any date/time fields you are importing matches how they display in Salesforce per your locale setting.
• Formula Fields—Formula fields cannot accept imported data because they are read-only.
• Field Validation Rules—Salesforce runs validation rules on records before they are imported. Records that fail validation aren’t imported. Consider deactivating the appropriate validation rules before running an import if they affect the records you are importing.