Salesforce Help: How to Import Data into Salesforce

[@jacobking1131]

Thank you for this! Was watching the Trailhead training videos and just was not grasping it. This is way easier to understand

[@TheGreatestHeroEver]

Amazing, thank you! Trailhead videos were awful

[@iqrasattar5014]

Thanks a lot

[@meggieprice]

I need to know how to import leads for a specific event into a list of just that event- is there a video or training for that?

[@cypresslearningsolutions]

Hi @meggie, are you using Sales Cloud only? Or are you using any additional products for your event management? Without understanding the complete picture, Importing your leads and adding them as Campaign Members to a campaign specific to your event would be a way to organize them by event. Alternatively, you could simply use a custom field on the lead object but this may make tracking multiple events difficult to scale down the road. If you have additional questions, we’d be happy to setup some time to discuss personalized training options. If you’re interested, please email [e-mail]

[@nashfaulk]

i don't see "import" when i click on leads

[@cypresslearningsolutions]

You'll do the import from the Setup menu, not from the lead records or lead List view. Just click on the gear icon in the upper right to enter setup, then use the quick Find box and search for Data Import Wizard. Once there, just follow the instructions on screen.

[@Ilean_4540]

​@@cypresslearningsolutionswhat appeared on the screen was we cant display this page because your browser block cross-domain cookies,but you can view this page in salesforce classic. Click here to open this page in salesforce classic. Thats what appeared on my screen.

[@lucasreynal1321]

@@cypresslearningsolutions thanks. When i do that i don't see any leads option but only accounts and contacts. Do i need the admin to enable something? or what could be the problem.

[@cypresslearningsolutions]

@@lucasreynal1321 Yes, it sounds like you may not have the permissions to do this.

[@balajis9460]

Why cant we have opportunities Import similarly?

[@cypresslearningsolutions]

Opportunity is an object that can be imported by organizations that have API access using Data Loader. It can also be imported using Data Import Wizard for Essentials Edition organizations only. So, if you've got a Professional license with API, or higher, you can use Dataloader.