Tools for data management

Salesforce provides various tools to manage your data. By using these tools, you can easily process thousands of records in a single transaction. A few tools are browser-based and a few have to be installed on your workstation. You do not have to pay any extra for these tools. The following is a list of tools provided by Salesforce:

• Import Wizard (browser-based)

• Data Import Wizard (browser-based)

• Data loader (installable)

Import Wizard

To import data in Salesforce, you can use Import Wizard. Import Wizard only supports account, contact, lead, solutions, and custom objects. It means you can use Import Wizard to import data in Salesforce only for these objects. Let's start with an example where the management in Appiuss wants to import data for a Sponsor object.

Creating a CSV file

To import data, first we have to create a Comma separated values (CSV) file. Initially, list down all the fields that require you to create a Sponsor record in Salesforce. We also require an Owner...