Introduction to Data Import in Salesforce

Importing data into Salesforce is a simple way to bring in information from outside sources like spreadsheets or databases. Whether you're adding new contacts, leads, or custom records, Salesforce gives you two main tools to do this: Data Import Wizard and Data Loader.

What is Data Import Wizard?

The Data Import Wizard is a built-in tool in Salesforce that helps you upload data easily. You can find it in the Setup menu.

Use Data Import Wizard When:

• You want to import less than 50,000 records.
• You're working with standard objects like Contacts, Leads, Accounts, or custom objects.
• You don’t need to automate the import process.

Features:

• Simple step-by-step interface.
• Supports CSV files.
• Let’s you map fields from your file to Salesforce fields.

What is Data Loader?

Data Loader is a more advanced tool. It’s a separate application you install on your computer. It can handle large volumes of data and offers more control.

Use Data Loader When:

• You need to import 50,000 to 150 million records.
• You’re importing into unsupported objects by the wizard.
• You want to automate imports using command-line or scheduled jobs.

Note: If you need to import more than 150 million records into Salesforce, the built-in tools like Data Loader won’t be enough. In such cases, Salesforce recommends working with a certified partner or using specialized tools available on the AppExchange.