Import Your Data. salesforce Salesforce Organization

What Is Imported for Business Accounts and Contacts?

Available in: All Editions except Database.com

Organization import not available in: Personal Edition, Database.com

The import wizards for contacts and business accounts allow you to match records in a variety of ways in order to prevent duplicates. Contacts can be matched by Salesforce ID, name, or email. Business accounts can be matched by Salesforce ID or by name and site. Matching by Salesforce ID is inclusive of both contacts and business accounts; if you match one by Salesforce

ID, the other will also be matched by Salesforce ID.

Matching by Name and Site

If you choose to match contacts by name and business accounts by name and site (which are the recommended options), the import wizards automatically create a business account for each unique business account name and site in the import file. They also create a separate contact for each contact name listed in the file. The contacts are then associated with the appropriate business accounts.

If the business account or contact already exists in the system, and you have read/write access to the record, the wizards add your import data to the existing data in Salesforce. In addition, if a business account or contact name in your import file is similar to an existing business account or contact name, the import data is added to the existing data in Salesforce.

Matching by Salesforce ID

You can also choose to match contacts and business accounts by Salesforce ID. With this selected, the Salesforce ID will be the criteria for de-duplication. That is, if you are matching by ID and a record in your source file has the same ID as a record in Salesforce, then that record will be updated in Salesforce. Note that record IDs are case-sensitive and must match exactly.

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Overwriting Existing Account Values

The wizards never overwrite your existing business account fields unless you check the

Overwrite existing account values checkbox in the wizard. With this box checked, you can insert or update existing business account fields with new data. However, you cannot use this checkbox to update existing field data with blank values. With this box unchecked, the wizard updates any empty business account fields, but does not touch any fields with existing data.

If you do not have read/write access to an existing business account or contact, the wizards create a new business account or contact owned by you. In addition, the wizards create new business accounts and contacts based on specific fields in your import file.

In Professional, Enterprise, Unlimited, and Developer Edition organizations, the import wizards can also import new business account and contact notes. The wizards do not import notes that are exact duplicates of existing contact or business account notes.

Import My Person Accounts

What Is Imported for Person Accounts?

Person account import available in: Enterprise, Unlimited, and Developer Editions

The import wizards for person accounts allow you to prevent the creation of duplicate records by matching records according to one of the following fields:

Account Name

Salesforce ID

, or

. In your import file, include a column for the field that you are using for record matching.

Note: Your administrator may have renamed “person account” to another term. If so, the import wizard will refer to the new name.

Matching by Name

When you select this option, the import wizard will detect existing records in Salesforce that have the same name. Note that this type of matching is not case-sensitive - for example, names that begin with a capital letter will be matched with the same name that begins with a lowercase letter. If necessary, scan and standardize your custom object names before performing the import to prevent unintended matches.

Matching by Salesforce ID

A Salesforce ID is a system-generated, case-sensitive string of 15 or 18 letters and numbers that uniquely identifies each

Salesforce record. When you select this option, the import wizard will detect existing records in Salesforce that have the same

Salesforce ID. Note that Salesforce IDs are case-sensitive and must match exactly. Salesforce IDs can be obtained by running reports that include the ID field of the record.

Matching by Email

With this option, person accounts in your import file will be matched with existing person accounts in Salesforce according to the exact value in the

field.

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Matching by External ID

An external ID is a custom field that has the “External ID” attribute, meaning that it contains unique record identifiers from a system outside of Salesforce. When you select this option, the import wizard will detect existing records in Salesforce that have the same external ID. Note that this operation is not case-sensitive - for example, “ABC” will be matched with “abc”.

However, there is an exception: if the custom field has the separate “Unique” attribute and the case-sensitive option for that attribute is selected, uppercase and lowercase letters will not be considered identical.

If necessary, scan and standardize your external ID values before performing the import to prevent unintended matches.

When matching by external ID, if the import wizard finds duplicate records, only the first three duplicate records are reported to you in the confirmation email.

Note: Only account custom fields with the “External ID” attribute are available for this step. While all custom contact fields are available on person account page layouts, custom contact fields with the “External ID” attribute are not available as matching fields during person account import.

Ignoring or Updating Matching Records

When the import wizard detects existing records in Salesforce that match according to the field you have chosen, you can choose one of the following actions:

• Do not update existing records and only insert new records - If there are records in your file that are new and do not match any existing records, then insert them into Salesforce. Also, ignore any records in your file that match an existing record, and do nothing to the existing record.

• Update existing records and do not insert any new records - If there are records in your file that match an existing record, then update the existing record. Also, ignore any records in your file that do not match an existing record, and do not insert them as new records.

• Update existing records and insert new records - If there are records in your file that are new and do not match any existing records, then insert them into Salesforce. Also, if there are records in your file that match an existing record, then update the existing record.

See Also:

Import My Organization's Person Accounts

Import My Organization’s Leads

What is Imported for Leads?

Available in: Group, Professional, Enterprise, Unlimited, and Developer Editions

You can import data into the standard lead fields and into any custom lead fields you may have, even if a particular field is hidden or read only in your page layout or field-level security settings for leads.

Importing Leads With Matching Types

You can choose whether to match leads in your import file with existing leads in Salesforce. Leads can be matched according to the following types: Salesforce ID, name, or email. Choosing a matching type sets the criteria for avoiding duplicate leads.

For example, if you are matching by email and a lead in your source file has the same email as a lead in Salesforce, then that

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lead will be updated in Salesforce. If you are not matching by email and a lead in your source file has the same email as a lead in Salesforce, then a new lead will be created.

The wizards never overwrite your existing lead fields unless you check the

Overwrite existing lead values

checkbox in the wizard. With this box checked, you can insert or update existing lead fields with new data. However, you cannot use this checkbox to update existing field data with blank values. With this box unchecked, the wizard updates any empty lead fields, but does not touch any fields with existing data.

Importing Leads Without Matching Types

If you choose a matching type of “None” in the lead import wizard, for each lead in your import file, the Import My

Organization’s Leads wizard creates a new lead in Salesforce. You can merge leads after they are imported.

See Also:

What is Imported for Campaign Members?

Available in: Professional, Enterprise, Unlimited, and Developer Editions

• Import Leads Wizard - For each lead in your import file, this wizard imports the lead, associates the lead with a campaign, and inserts a Member Status value for the lead in that campaign. You can import data into the standard lead fields and into any custom lead fields, even if a particular field is hidden or read only in your page layout or field-level security settings.

If you have duplicate leads in your import file, the wizard does not merge them. In addition, if any of the imported leads match an existing lead, the wizard does not merge the duplicate data into one lead.

• Campaign Update Wizard - For each contact or lead in your import file, this wizard updates only the Member Status value of the matching contact or lead in Salesforce. You cannot add new leads or contacts, nor can you update any other fields in the existing lead or contact records.

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What Is Imported for Custom Objects?

Custom object import available in: Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions

To import custom objects:

User Permissions Needed

“Modify All Data”

The import wizard for custom objects allows you to prevent the creation of duplicate records by matching records according to one of the following fields: custom object name, Salesforce ID, or external ID. In your import file, include a column for the field that you are using for record matching.

Matching by Name

Matching by Salesforce ID

A Salesforce ID is a system-generated, case-sensitive string of 15 or 18 letters and numbers that uniquely identifies each

Salesforce record. When you select this option, the import wizard will detect existing records in Salesforce that have the same

Salesforce ID. Note that Salesforce IDs are case-sensitive and must match exactly. Salesforce IDs can be obtained by running reports that include the ID field of the record.

Matching by External ID

If necessary, scan and standardize your external ID values before performing the import to prevent unintended matches.

When matching by external ID, if the import wizard finds duplicate records, only the first three duplicate records are reported to you in the confirmation email.

Ignoring or Updating Matching Records

When the import wizard detects existing records in Salesforce that match according to the field you have chosen, you can choose one of the following actions:

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Note: Custom objects with two master-detail relationships cannot be imported using the import wizard.

Import My Organization's Solutions

What Is Imported for Solutions?

Available in: Professional, Enterprise, Unlimited, and Developer Editions

To import solutions:

User Permissions Needed

“Import Solutions”

The import wizard for solutions allows you to prevent the creation of duplicate records by matching records according to one of the following fields: solution title, Salesforce ID, or external ID. In your import file, include a column for the field that you are using for record matching.

Matching by Solution Title

When you select this option, the import wizard will detect existing solutions in Salesforce that have the same title. Note that this type of matching is not case-sensitive - for example, titles that begin with a capital letter will be matched with the same title that begins with a lowercase letter. If necessary, scan and standardize your solution titles before performing the import to prevent unintended matches.

Matching by Salesforce ID

A Salesforce ID is a system-generated, case-sensitive string of 15 or 18 letters and numbers that uniquely identifies each

Salesforce record. When you select this option, the import wizard will detect existing records in Salesforce that have the same

Salesforce ID. Note that Salesforce IDs are case-sensitive and must match exactly. Salesforce IDs can be obtained by running reports that include the ID field of the record.

Matching by External ID

If necessary, scan and standardize your external ID values before performing the import to prevent unintended matches.

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When matching by external ID, if the import wizard finds duplicate records, only the first three duplicate records are reported to you in the confirmation email.

Ignoring or Updating Matching Records

When the import wizard detects existing records in Salesforce that match according to the field you have chosen, you can choose one of the following actions:

See Also:

Notes on Importing Data

Your edition determines the types of objects you can import.

• Field Accessibility—In the organization-wide import wizards for accounts and leads, you can import data into any standard or custom field even if it is hidden or read only in your page layout or field-level security settings.

For the Import My Contacts wizard, you can import data only into the fields that are editable for you in your page layout or field-level security settings.

Field-level security is available in Enterprise, Unlimited, and Developer Editions only.

• New Values for Picklists and Multi-Select Picklists—If your import file contains data to be displayed in picklists or multi-select picklists, the wizards warn you when you attempt to import a new picklist value that does not match any valid picklist values. If you ignore the warning, the new value is automatically added to the imported record. Your administrator can later edit the field to add the necessary values. Note that the import wizards do not allow you to import more than 100 new picklist or multi-select picklist values for any field during a single import.

If your organization uses the Translation Workbench, the import wizards look for matching translated values before creating new inactive picklist values.

• Multi-Select Picklists—To import multiple values into a multi-select picklist, separate the values by a semicolon in your import file.

You can import up to 100 values at a time in a multi-select picklist field. If you have more than 100 values in your import file for any one record, the import wizard leaves the field blank in that record.

• Checkboxes—To import data into a checkbox field, use 1 for checked values and 0 for unchecked values.

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• 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.

• Universally Required Fields—You must include universally required fields in your import files or the import will fail.

Exporting from GoldMine 4.0

Importing Multiple Currencies

Available in: Group, Professional, Enterprise, Unlimited, and Developer Editions

If your organization has set up the ability to use multiple currencies, you can import amounts in different currencies.

Import My Accounts and Contacts

For personal imports, all amounts in new accounts and contacts are imported in your personal currency. When import updates amounts in existing records, the amounts in your file are converted from your personal currency to the currency of the account or contact.

For example, if your personal currency is U.S. dollars, and your import file has 100 as the annual revenue of an existing account with

Account Currency

of euros, then the new

Annual Revenue

value of the account will be EUR 92, assuming a conversion rate of 0.92 and “EUR” as the currency code for euros.

Organization Import

When importing accounts, contacts, custom objects, leads, or solutions for your organization, you can specify the currency type for amount fields using the Currency ISO Code column in your import file. The following rules apply:

• Entering currency codes - Enter a currency code in the Currency ISO Code column in your import file. Currency codes are three letter codes that follow an international standard. For example, USD is the currency code for U.S. dollars.

Click

Your Name

> Setup > Company Profile > Manage Currencies to see a list of valid codes for your organization.

• Using one currency for accounts and contacts - If you are importing accounts and contacts, the

Currency ISO Code column applies to both an account and its associated contact. You cannot specify different currencies for associated accounts and contacts.

• Updating the currency code - When updating the currency code but not the currency amount for existing accounts and contacts, the existing amount is not converted to the corresponding number in the new currency.

• Entering inactive currencies - If your enter an inactive currency in your import file, your personal currency will be used instead. However, amounts will not be modified. For example, if your file has AUD 100 for 100 Australian dollars but

AUD is an inactive currency for your organization, then it is imported as USD 100, assuming your personal currency is

U.S. dollars.

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• Omitting the Currency ISO Code column - When creating new records via importing, if you do not use the

Currency

ISO Code column or fail to map it, your personal currency is used. For example, if your file has 100 and your personal currency is U.S. dollars (currency code = USD), this is imported as USD 100.

When updating existing records via importing, if you do not use the Currency ISO Code column or fail to map it, any amounts are interpreted as having the existing currency of the record. For example, if your file has 100 for a record that has a currency of EUR (the currency code for euros), this amount is interpreted as EUR 100.

Creating Export Files for Import Wizards

Available in: All Editions except Database.com

To import data into Salesforce, you first need to export the data from your existing application. This creates an export file of the information you want to import.

•

Exporting from ACT!

•

Exporting from Outlook

•

•

Exporting from GoldMine 5.0

•

Exporting from Palm Desktop

•

Exporting from Other Data Sources

•

Exporting from Salesforce

After creating the export file, compare your data with the Salesforce fields available for import, and verify that your data will be mapped into the appropriate Salesforce fields. See

Preparing Your Data for Import on page 256.

Your file can contain a mixture of some new records as well as updates for existing records. The option selected in the

Matching

Type field determines whether it is a new or existing record. When importing leads, you can choose whether to match leads in your import file with existing leads in Salesforce. Leads can be matched according to the following types: Salesforce ID, name, or email. Choosing a matching type sets the criteria for avoiding duplicate leads. For example, if you are matching by email and a lead in your source file has the same email as a lead in Salesforce, then that lead will be updated in Salesforce. If you are not matching by email and a lead in your source file has the same email as a lead in Salesforce, then a new lead will be created.

Note:

If you are the administrator and are importing for multiple users, you must combine your export data into a single

CSV file using Excel.

When importing new records, add or modify a Record Owner field in your file such that the field contains the names of existing, active users. Enter the users’ full usernames (for example, “[email protected]”) or first and last names (for example, “Joe Smith”, or “Smith Joe” for Asian locales). This will specify the owner of the imported data for an organization import. For lead imports, you can also specify the name of a lead queue. Record owner fields do not get updated when records are updated via import. All records retain their existing owners; and the Record

Owner

field in your import file is ignored for these records.

When importing leads, you can alternatively use a lead assignment rule to specify the owners of the imported data, instead of using a

Record Owner

field.

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Exporting from ACT!

ACT! allows you to export contact data in a text-delimited format which can then be imported. To export contact data from

ACT! (versions 4.0 or 2000):

1. Launch ACT! and open your database.

2. Select File > Data Exchange > Export....

3. Select the file type Text-Delimited.

4. Choose a file name and location for the exported data and click Next.

5. Select Contact records only.

6. Click the Options... button.

7. Select Comma for the field separator character.

Note: If commas are not appropriate for your locale, use a tab or other delimiter.

8. Select Yes, export field names and click OK.

9. Click Next.

10. Select All Records and then click Next.

11. Leave the export field order list alone, and click Finish.

See Also:

Default Field Mapping for ACT!

Default Field Mapping for Outlook

Exporting from Outlook

Microsoft ® Outlook ® allows you to export data in a CSV (comma-separated values) format which can then be imported.

1. Launch Outlook.

2. Select File > Import and Export....

3. Choose Export to a file and click Next.

4. Choose Comma Separated Values (Windows) and click Next.

Note: If commas are not appropriate for your locale, use a tab or other delimiter.

5. Select the Contacts folder and click Next. You can select a different contacts folder if you have contacts stored in multiple folders.

6. Choose a file name for the exported data and click Next.

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7. Click Finish.

See Also:

Exporting Contacts from GoldMine 4.0

Exporting from GoldMine 4.0

GoldMine 4.0 allows you to export contact data in a text format that can be imported. Additionally, you can export GoldMine

4.0 notes for import into Professional, Enterprise, Unlimited, and Developer Edition organizations.

•

•

Exporting Notes from GoldMine 4.0

Exporting Contacts from GoldMine 4.0

To export contact data from GoldMine 4.0, follow these steps:

1. Launch GoldMine 4.0.

2. Choose Export Records from the Tools menu.

3. Select Export to a new file and DBF file, and click Next.

4. In the list of GoldMine Fields on the left side of the dialog, select all of the fields, and click Add Field. Then click Next.

5. Choose the location for the export file, and click Next.

6. Select No when asked if you want to save these settings, and click Next.

7. Click Finish.

8. After the export finishes, locate the exported file and change its file extension from .dbf to .csv. The file is now ready for import into Salesforce.

Exporting Notes from GoldMine 4.0

Before importing your GoldMine 4.0 notes into Salesforce, you must import your GoldMine 4.0 contacts.

To export notes from GoldMine 4.0, follow these steps:

1. Launch GoldMine 4.0.

2. Choose Export Records from the Tools menu.

3. Select Export to a new file and ASCII file, and click Next.

4. In the list of GoldMine Fields on the left side of the dialog, select the company , lastname , and notes fields, and click

Add Field. Then click Next.

5. Choose the location for the export file, and click Next.

6. Select No when asked if you want to save these settings, and click Next.

7. Click Finish.

8. After the export finishes, locate the exported file and change its file extension to .csv.

9. Open the file.

10. Add a header column by right-clicking on the first row and choosing Insert.

11. In column A, enter Company .

12. In column B, enter

Last Name

13. In column C, enter Note .

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14. If necessary, clean up the file prior to importing it. Common problems include notes that have been broken between columns (this occurs when notes contain quotation marks).

Exporting Contacts from GoldMine 5.0

Exporting from GoldMine 5.0

GoldMine 5.0 allows you to export contact data in a text format that can be imported. Additionally, you can export GoldMine

5.0 notes for import into Professional, Enterprise, Unlimited, and Developer Edition organizations.

•

•

Exporting Notes from GoldMine 5.0

Exporting Contacts from GoldMine 5.0

To export contact data from GoldMine 5.0, follow these steps:

1. Launch GoldMine 5.0.

2. Choose Tools > Import/Export Wizard > Export Contact Records.

3. Select Export to a new file and ASCII file, and click Next.

4. Select ALL Contact Records! in the drop-down list, and click Next.

5. In the list of GoldMine Fields on the left side of the dialog, select the fields you want to export, and click Add Field. We recommend you select all fields, except the notes

field. See Exporting Notes from GoldMine 5.0

on page 253 for information on how to export notes.

6. Click Next.

7. Choose the location for the export file, select the Export GoldMine field names... checkbox, and then click Next.

8. Select No when asked if you want to save these settings, and click Next.

9. Click Finish.

10. After the export finishes, locate the exported file and change its file extension from .txt to .csv. The file is now ready for import into Salesforce.

Exporting Notes from GoldMine 5.0

Before importing your GoldMine 5.0 notes into Salesforce, you must import your GoldMine 5.0 contacts.

To export notes from GoldMine 5.0, follow these steps:

1. Launch GoldMine 5.0.

2. Choose Tools > Import/Export Wizard > Export Contact Records.

3. Select Export to a new file and ASCII file, and click Next.

4. Select ALL Contact Records! in the drop-down list, and click Next.

5. In the list of GoldMine Fields on the left side of the dialog, select the company

, lastname

, and notes

fields, and click

Add Field. Then click Next.

6. Choose the location for the export file, select the Export GoldMine field names... checkbox, and then click Next.

7. Select No when asked if you want to save these settings, and click Next.

8. Click Finish.

9. After the export finishes, locate the exported file and change its file extension from .txt to .csv.

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10. Open the file.

11. If necessary, clean up the file prior to importing it. Common problems include notes that have been broken between columns (this occurs when notes contain quotation marks).

Exporting from Palm Desktop

The Palm Desktop allows you to export your Address Book contacts in a CSV (comma-separated values) format which can then be imported.

1. Open the Address Book in the Palm Desktop. If you only want to export specific contacts, select those records.

2. Choose Export from the File menu.

3. In the “Export To File” dialog, enter a name for the file and choose a folder for it. In the Export as drop-down list, choose

“Comma Separated (*.csv;*.txt)”. Select the range of records to export - either All or Currently selected records.

Note: If commas are not appropriate for your locale, use a tab or other delimiter.

4. Click Export.

5. In the “Specify Export Fields” dialog box, select the Address Book fields you want to export, and click OK.

Exporting from Other Data Sources

You can import data into the system from any other application that can create a CSV (comma-separated values) file.

1. Save your data source as a CSV file.

Note: If commas are not appropriate for your locale, use a tab or other delimiter.

2. Ensure your file includes only one name per field. The system cannot accept more than one name per field.

3. Ensure your file separates names and titles into two fields. The system cannot accept fields containing both names and titles.

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4. Ensure your file includes only one phone number per field.

Field Mapping for Other Data Sources and Organization Import

Exporting from Salesforce

Available in: Professional, Enterprise, Unlimited, and Developer Editions

You can export account, contact, custom object, lead, or solution reports from Salesforce to create an import file for the import wizards. You must include the

Account ID

Contact ID

Custom Object ID

Lead ID

, or

Solution ID

value for each respective record in your report. These ID fields are unique Salesforce identifiers and are used to accurately match your data with existing Salesforce records.

To create an import file with these ID fields, you first need to export the data from Salesforce.

1. Run an account, contact, custom object, lead, or solution report in Salesforce, include the respective ID field, and export it to Excel.

2. If you are exporting both leads and contacts to be targeted in a campaign:

a. In Excel, combine the exported reports into one CSV (comma-separated values) file. Make sure all of the ID field values are in the same column.

Note: If commas are not appropriate for your locale, use a tab or other delimiter.

b. Rename the

Lead ID/Contact ID

column to

Record Id

c. Add a column entitled

Status

, and enter the campaign member status for each contact or lead.

Note: Remember that Salesforce record IDs are case-sensitive and should never be changed manually in your import file.

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Import Your Data Preparing Your Data for Import

Preparing Your Data for Import

Available in: All Editions except Database.com

After exporting your data from Salesforce or your existing application, prepare your data before importing it.

Note: If your data has information in fields that do not match any of the standard fields, your administrator can create custom fields for that data prior to import.

You must include universally required fields in your import files or the import will fail.

Preparing Contacts

When importing from ACT! or Outlook, the Import My Contacts wizard automatically maps fields from ACT! and

Outlook to Salesforce.

When importing from other data sources, you must use Excel ® to label the columns in your import file as specified in

on page 263.

Preparing Person Accounts

When importing person accounts, use the field labels in Salesforce as the column labels in your import file.

Preparing Organization's Business Accounts and Contacts

When importing business accounts and contacts for your organization, you must use Excel ® to label the columns in your

import file as specified in Field Mapping for Other Data Sources and Organization Import on page 263.

Preparing Organization's Leads

When importing general leads or leads for campaigns, use the import file labels specified in

Field Mapping for Importing

Leads on page 267.

Preparing Custom Objects

When importing a custom object, use the field labels shown on the custom object detail page in Salesforce as the column labels in your import file.

Preparing Solutions

When importing solutions, use the field labels in Salesforce as the column labels in your import file.

You can enter HTML into the solutions you plan to import into Salesforce. However, unless your organization has enabled HTML solutions, HTML tags will display in the solutions after they are imported.

For security purposes, Salesforce automatically filters all HTML solutions for potentially malicious HTML. If potentially malicious HTML is detected in an HTML solution, then the potentially malicious HTML is either automatically removed or transformed into text for users who view the HTML solution. Note that users will not be able to notice when potentially malicious HTML is removed from an HTML solution.

You can import solutions written in HTML format into Salesforce. However, for security purposes, only the HTML tags listed below are allowed. The content of any HTML tags not listed below is automatically removed when saved in

HTML solutions. Furthermore, the content of all

and

tags, as well as all JavaScript, is automatically

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<a>

<abbr>

<b>

<bdo>

<big>

<br>

<cite>

<code>

<col>

<dd>

<del>

<dfn>

<div>

<dl> removed when saved in HTML solutions. Additionally, Cascading Style Sheets (CSS) are not supported in HTML solutions.

The following HTML tags are allowed in HTML solutions imported into Salesforce:

<h6>

<hr>

<i>

<img>

<ins>

<kbd>

<li>

<ol>

<p>

<pre>

<dt>

<em>

<font>

<h1>

<h2>

<h3>

<h4>

<h5>

<table>

<tbody>

<td>

<tfoot>

<th>

<thead>

<tr>

<tt>

<ul>

<var>

<q>

<samp>

<small>

<span>

<sub>

<sup>

Within the above tags, you can include the following attributes: alt background border class colspan face height href name rowspan size src style target width

The above attributes which can include a URL are limited to URLs that begin with the following:

• http:

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Import Your Data Preparing Your Data for Import

• https:

• file:

• ftp:

• mailto:

• #

• / for relative links

See Also:

Default Field Mapping for ACT!

Default Field Mapping for Outlook

Default Field Mapping for ACT!

Available in: All Editions except Database.com

This table details how ACT! fields map to Salesforce account and contact import fields during an individual data import.

Note: If an ACT! record contains more than one contact for the same company, the import wizard creates multiple contacts for one account.

ACT! Field

Address 1

Address 2

Address 3

Alt Phone

Alt Phone Ext.

Assistant

Asst. Phone

Asst. Phone Ext.

Import Field

Contact:

Mailing Address

and

Account: Billing Address

Contact:

Mailing Address

and

Account: Billing Address

Contact: Mailing Address and

Account:

Billing Address

Contact: Other Phone

Contact:

Other Phone Ext.

Contact:

Assistant's Name

Contact: Asst. Phone

Contact: Asst. Phone Ext.

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ACT! Field

City

Company

Contact

Country

Import Field

Contact:

Mailing City

and

Account: Billing City

Account:

Name

Contact: Full Name

Contact:

Mailing Country

and

Account:

Billing Country

Department

E-mail Login

(The import wizard verifies this is a valid email address in the form: [email protected])

Contact:

Department

Contact:

Fax

Fax Ext.

First Name

Home Address 1

Home Address 2

Home Address 3

Home City

Home Country

Home Phone

Home State

Home Zip

ID/Status

Last Name

Mobile Phone

Note

Phone

Phone Ext.

Referred By

Revenue

Contact:

Fax

and

Account: Fax

Contact:

Business Fax Ext.

Contact: First Name

Contact:

Other Address 1

Contact:

Other Address 2

Contact:

Other Address 3

Contact: Other City

Contact:

Other Country

Contact:

Home Phone

Contact:

Other State

Contact: Other Postal Code

Account:

Type

Contact:

Last Name

Contact:

Mobile Phone

Does not import

Contact:

Phone

and

Account:

Phone

Contact:

Business Phone Ext.

Contact:

Lead Source

Account: Annual Revenue

Preparing Your Data for Import

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ACT! Field

State

Ticker Symbol

Title

Web Site

Zip

Import Field

Contact:

Mailing State

and

Account: Billing State

Account:

Ticker Symbol

Contact: Title

Account:

Website

Contact:

Mailing Postal Code

Account: Billing Postal Code

2nd Contact

2nd Phone

2nd Phone Ext.

2nd Title

3rd Contact

2nd Contact:

Name

2nd Contact: Phone

2nd Contact:

Phone Ext.

2nd Contact:

Title

3rd Contact:

Name

3rd Phone

3rd Phone Ext.

3rd Contact: Phone

3rd Contact:

Phone Ext.

3rd Title

3rd Contact:

Title

2nd Last Reach

3rd Last Reach

Asst. Title

Last

Attempt

Last Meeting

Last Reach

Last Results

Letter Date

Pager

Spouse

User 1-15

Contact:

Note

or Account:

Note

(In Professional, Enterprise, Unlimited, and Developer Edition organizations, you specify which fields import into a single contact or account note; separate notes are not created for each

ACT! field.)

See Also:

Exporting from ACT!

information, see Importing Multiple Currencies on page 249.)

Default Field Mapping for Outlook

Available in: All Editions except Database.com

This table details how Outlook fields map to Salesforce account and contact import fields during an individual data import.

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Outlook Field

Assistant’s Name

Assistant’s Phone

Birthday

Business City

Business Country

Business Fax

Business Phone

Business Postal Code

Import Field

Contact:

Assistant’s Name

Contact:

Asst Phone

Contact: Birthdate

Contact:

Mailing City

and

Account:

Billing City

Contact:

Mailing Country

and

Account: Billing Country

Contact:

Fax

and

Account:

Fax

Contact: Phone

Contact:

Mailing Postal Code

Account:

Billing Postal Code

Business Street

Business Street 2

Business Street 3

Company

Contact:

Mailing Address

and

Account: Billing Address

Contact:

Mailing Address

and

Account:

Billing Address

Contact: Mailing Address and

Account:

Billing Address

Account:

Account Name

and

Contact:

Account

Company Main Phone

Department

E-mail

(The import wizard verifies this is a valid email address in the form: [email protected])

Account:

Phone

Contact:

Department

Contact: Email

First Name

Home City

Home Country

Home Phone

Home Postal Code

Home Street

Contact:

First Name

Contact: Other City

Contact:

Other Country

Contact:

Home Phone

Contact:

Field Mapping for Other Data Sources and Organization Import

Available in: All Editions except Database.com

Organization import not available in: Personal Edition, Database.com

If you are importing accounts and contacts for an organization, or importing individual data from sources other than Outlook or ACT!, the Import Wizards map the fields as correctly as possible. You must fine-tune the mapping before completing the import. Before importing your data, Salesforce recommends that you use Excel to label the columns in your import file with the labels listed below. Field length limits for each object are listed in the Salesforce Field Reference Guide .

Note: The default mappings listed below are offered as a guide for importing; they do not ensure 100% accuracy in mapping your data. You must fine-tune the mapping in the Import Wizards. Remember that you can map the same field multiple times if necessary—for example, for the account and contact address fields.

Common Fields for Contacts and Accounts

Label for Your Import File Salesforce Field

Record Owner Contact: Contact Owner and

(Note: For individual imports, this field is not necessary, since all data you import is automatically owned by you. In addition, when importing records by Salesforce record ID, this field is ignored.)

Account:

Account Owner

Currency ISO Code

Contact:

Contact Currency

and

(Note: You can use this field only for organization imports in organizations that use multiple currencies. For more

Account:

Account Currency

Label for Your Import File

Assistant

Asst. Phone

Asst. Phone Ext.

Birthdate

Business Fax

Business Fax Ext.

Business Phone

Business Phone Ext.

Contact Fields

Salesforce Field

Contact: Assistant

Contact:

Asst. Phone

Appended to Contact:

Asst. Phone

Contact:

Birthdate

Contact: Fax

Appended to Contact:

Fax

Contact:

Phone

Appended to Contact:

Phone

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Label for Your Import File

Contact Description

Contact Fields

Salesforce Field

Contact:

Description

Contact Full Name or

First Name

Last Name

(Note: When importing contact names, use either Contact

Full Name

First Name

and

Last Name

, but not both.)

Contact: First Name and

Contact:

Last Name

Contact:

Contact ID Contact ID

(Note: Record IDs are case-sensitive and should not be changed.)

Contact Note

Department

E-mail Address

(Note: The import wizard verifies this is a valid email address in the form: [email protected].)

Creates a note attached to the contact

Contact:

Department

Contact:

Email Opt Out

(Note: Use “1” to indicate that user opts out; use “0” to indicate that user wants emails.)

Contact:

Email Opt Out

Home Phone

Home Phone Ext.

Lead Source

Mailing City

Mailing Country

Mailing Postal Code

Mailing State

Mailing Street 1

Mailing Street 2

Mailing Street 3

Mobile Phone

Mobile Phone Ext.

Other City

Other Country

Other Phone

Contact: Home Phone

Appended to Contact:

Home Phone

Contact:

Lead Source

Contact:

Mailing City

Contact: Mailing Country

Contact:

Mailing Address Zip/Postal Code

Contact:

Mailing State/Province

Contact:

Mailing Address

Contact: Mailing Address

Contact:

Mailing Address

Contact:

Mobile

Appended to Contact:

Mobile

Contact: Other City

Contact:

Other Country

Contact:

Other Phone

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Label for Your Import File

Other Phone Ext.

Field Mapping for Importing Leads

Available in: Group, Professional, Enterprise, Unlimited, and Developer Editions

When you import leads, the Import My Organization’s Leads wizard and the campaign Import Leads wizard map the fields in your import file as correctly as possible, but you must fine-tune the mapping before completing the import. Prior to importing your leads, it is recommended that you use Excel to label the columns in your lead import file with the labels listed in the table below.

Note: The default mappings listed below are offered as a guide for importing; they do not ensure 100% accuracy in mapping your data. You must fine-tune the mapping in the Import Wizard.

Label for Your Import File

Annual Revenue

City

Annual Revenue

Salesforce Lead Field

City

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Label for Your Import File

Company

Country

Company

Country

Currency ISO Code

(Note: You can use this field only for organizations that use

multiple currencies; see Importing Multiple Currencies

on page 249.)

Lead Currency

Salesforce Lead Field

Description Description

(The import wizard verifies this is a valid email address in the form: [email protected].)

Email Opt Out

(Use “1” to indicate that the user opts out; use “0” to indicate that the user wants emails.)

Email Opt Out

No. of Employees No. of Employees

Fax Fax

Full Name

First Name

Last Name

(Note: When importing lead names, use either Full Name or

First Name

and

Last Name

, but not both.)

First Name

and

Last Name

Industry Industry

Lead Division

Lead ID

(Note: Record IDs are case-sensitive and should not be changed.)

Lead Source

(Note: You do not need to specify this field if you choose to assign the same

Lead Source

to all leads on the first page of the import wizard.)

Lead Source

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Lead Status

Mobile Phone

Label for Your Import File

Phone

Lead Status

Mobile

Phone

Salesforce Lead Field

Postal Code

Rating

Postal Code

Rating

Record Owner

(Note: You do not need this field if assigning ownership via a lead assignment rule. In addition, when importing records by Salesforce record ID, this field is ignored.)

Lead Owner

Salutation

State

Added to beginning of First Name

State

Status

(For campaign Import Leads wizard only.)

Street 1

Street 2

Street 3

Title

Website

Status

(in the Campaign History related list of a lead)

Address

Title

Website

Note:

If you include record types in this list, the Import Wizard uses the record owner’s default record type when creating new records. For existing records, the Import Wizard does not update the record type field.

If you choose to use assignment rules, the Import Wizard uses the new owner’s default record type when creating new records. When the assignment rules assign the record to a queue, the queue owner’s default record type is used.

See Also:

Import My Organization’s Leads

Import My Person Accounts

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Accessing the Import Wizards

For Records You Own

Import wizards for records you personally own are located at Your Name > Setup > Import:

•

Import My Contacts

•

For Your Organization's Records

Import wizards for organization-wide data are located at

Your Name

> Setup > Data Management:

•

Import My Organization’s Accounts and Contacts

•

Import My Organization's Person Accounts

•

Import My Organization’s Leads

•

Import My Organization's Solutions

•

Import My Organization's Custom Objects

For Campaign Members

To access the campaign import wizards, view a campaign and click Manage Members. Then click the appropriate link:

• Add Members - Import File

• Update & Add Members - Import File

See Also:

Before beginning, make sure you have created an export file (see Creating Export Files for Import Wizards on page 250) and

Import My Contacts

Available in: All Editions except Database.com

With the Import My Contacts wizard, any user can import up to 500 personal contacts and associated business accounts.

correctly prepared your data (see Preparing Your Data for Import on page 256).

Note: We recommend you import a small test file first to make sure that you have prepared your import file correctly.

1. Start the wizard

Navigate to Your Name > Setup > Import > Import My Accounts & Contacts, and click Start the Import Wizard!.

Alternatively, click the Import My Accounts & Contacts link in the Tools area of the account home page. Note that the labels for business contacts and business accounts may have been renamed by your administrator, in which case the “Import

My...” links may have customized text.

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2. Select the source

a. Specify the source application of your data - ACT!, Outlook, or other data source (any CSV file).

b. Click Next to continue.

3. Upload the file

a. Click Browse to load your file.

b. If importing from ACT! or Outlook, click Import Now!, or click Customize Mappings to verify the field mappings.

c. If importing from any other source, select the character encoding of the file. Most users will not need to change the default setting.

d. Choose whether to match your contacts by name or by email. This field sets the criteria for avoiding duplicates. For example, if you are matching by email and a record in your source file has the same email as a record in Salesforce, then that record will be updated in Salesforce. If you are not matching by email and there is a record in Salesforcewith the same email, then a new record will be created.

e. Choose Next to continue.

4. Map the fields

a. On four different mapping pages, the wizard associates the Salesforce field names with the field names from your import file. You must check the default mappings and alter any incorrect mappings. For more information about the

default field mappings, see Preparing Your Data for Import on page 256.

b. Note that there is no

Record Owner

field; you are automatically assigned as the owner of any data you import. On the Map Account Fields page, check the

Overwrite existing account values

box if you want to overwrite existing business account fields with your import data. Note that you cannot use this checkbox to update existing field data with blank values.

c. You can import data only into the fields that are editable for you in your page layout or field-level security settings.

d. When all fields are assigned correctly, click Next.

5. Map the miscellaneous fields

a. The wizard reports the fields that do not map.

In Professional, Enterprise, Unlimited, and Developer Edition organizations, you can choose whether the unmapped fields should be imported into an business account or contact Note or should not be imported at all. The fields are imported into a single business account Note or a single contact Note; separate note fields are not created for each import field.

b. When all fields are assigned correctly, click Import Now!.

See Also:

account records are matched to prevent duplicates, see What Is Imported for Person Accounts?

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Import My Person Accounts

Person account import available in: Enterprise, Unlimited, and Developer Editions

To import your own person accounts:

User Permissions Needed

“Create” on accounts

AND

“Read” on contacts

AND

“Import Personal Contacts”

AND

At least one person account record type available for your profile

With the Import My Person Accounts wizard, you can import person accounts that you own. To understand how person

on page 243.

Note: Your administrator may have renamed “person account” to another term. If so, the import wizard will refer to the new name.

Follow these steps to import your person accounts. Click each link for more details.

Launch the wizard

1. To import your person accounts, choose Your Name > Setup > Import > Import My Person Accounts.

Alternatively, click Import My Person Accounts in the Tools area of the accounts home page.

2. For best results, perform all of the steps provided on the introductory page.

3. Click Start the Import Wizard! to begin your import.

Prevent Duplicate Records

1. Choose the field that you are using to match existing records in Salesforce with records in your import file. The External

option is disabled if no external ID fields have been created for your records.

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2. Choose what you want to happen if matches are found - only import new records, only update existing records, or update existing records and import new ones.

Note: If you have chosen to match by Salesforce ID , you can only update existing records; you cannot import new ones.

3. Click Next.

Select record type

1. Choose the record type that you want to assign to the records in your import file.

2. If you are inserting new records and updating existing records at the same time, then choose whether to override the record types of existing records.

3. Click Next.

Upload your import file

1. Click Browse... to provide the location of your import file.

2. Choose the character encoding of your import file. In most cases, you can accept the default value.

3. Make additional settings depending on the setup of your organization, such as whether workflow rules will be triggered and the language of the records in the import file.

4. Click Next.

Map fields

1. Map the fields in your import file to the appropriate Salesforce fields by matching the fields on the left, which includes all the columns in your import file, with the appropriate Salesforce field on the right. If the column labels in your import file exactly match field labels in Salesforce, the wizard automatically maps those fields for you. However, if two or more of your file's column labels are identical matches with a field in Salesforce, you must map the fields manually.

Note: Some Salesforce fields cannot be updated using import, for example, the Created Date and Last

Modified Date

. So even though you may be using an exported report as your import file, some of the Salesforce fields in your file cannot be mapped.

2. Click Next. The import wizard warns you if you have not mapped all of the fields in your import file. Unmapped field values are not imported.

Confirm and submit your import

1. Read any warning messages that the import wizard displays. Optionally, click Previous to return to earlier steps and resolve potential problems.

2. Click Import Now! to submit your import request to Salesforce.

Complete your import

1. A message indicates approximately how long the import will take. When the import operation is finished, a message from

Customer Support will be sent to the email address shown.

2. Click Finish to exit the wizard.

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3. To monitor the status of your pending import, click

Your Name

> Setup > Monitoring > Imports.

See Also:

Import My Organization’s Accounts and Contacts

Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions

With the Import My Organization’s Accounts and Contacts wizard, administrators, and users with the “Modify All Data” permission, can import up to 50,000 business accounts and contacts at a time for multiple users. Before beginning, make sure you have created an export file and correctly prepared your data.

Note: We recommend you import a small test file first to make sure that you have prepared your import file correctly.

1. Start the wizard.

Go to Your Name > Setup > Data Management > Import Accounts/Contacts (or Import Business Accounts/Contacts if your organization uses person accounts). Review the steps provided on the welcome page, then click Start the Import

Wizard!. Alternatively, click the appropriate link in the Tools area of the accounts home page.

Note: If your organization uses person accounts and the labels for business accounts and business contacts have been renamed, the renamed labels will appear in the Tools area of the accounts home page, but not in the Data

Management area under Setup. (Renamed labels do not appear in any pages under App Setup or Administration

Setup.)

2. Create your import file.

a. Follow the instructions to create an import file.

b. Click Next to continue.

3. Upload the file.

a. Click Browse to load your file.

b. Select the character encoding of your file. Most users will not need to change the default character encoding setting.

c. Choose whether to match your organization’s contacts by Salesforce ID, name, or email. Similarly, choose whether to match your organization’s accounts by Salesforce ID or by name and site. Note that matching by Salesforce ID is inclusive of both contacts and accounts.

These Matching Type fields set the criteria for avoiding duplicates. For example, if you are matching by email and a record in your source file has the same email as a record in Salesforce, then that record will be updated in Salesforce.

If you are not matching by email and there is a record in Salesforce with the same email, then a new record will be created. Note that contacts are matched only within the same account. If contacts related to different accounts have the same name or email, they treated as separate contacts.

d. Organizations that use the Translation Workbench can specify the language of the import data.

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e. If you use divisions, select a division to assign to all imported records. Alternatively, select “None” to use the record owner’s default division on each record, or specify the division in your import file.

f. Select the checkbox to trigger workflow rules for new and updated records that match workflow rule criteria.

g. Click Next to continue.

4. Map the fields.

a. On four different mapping pages, the wizard associates the Salesforce field names with the field names from your import file. You must check the default mappings and alter any incorrect mappings

b. Remember to map the

Record Owner

field with your

Record Owner

field so that record ownership is assigned correctly. When importing records by Salesforce record ID, the

Record Owner

field in your import file is ignored.

All records retain their existing owners; record owners cannot be updated using the import wizard.

c. On the Map Account Fields page, check the

Overwrite existing account values

box if you want to overwrite existing account fields with your import data. Note that you cannot use this checkbox to update existing field data with blank values.

d. When all fields are assigned correctly, click Next.

5. Map the miscellaneous fields.

a. The wizard reports the fields that do not map. In Professional, Enterprise, Unlimited, and Developer Edition organizations, you can choose whether the unmapped fields should be imported into an account or contact Note or should not be imported at all. The fields are imported into a single account Note or a single contact Note; separate note fields are not created for each import field.

b. When all fields are assigned correctly, click Next.

6. Review and confirm.

a. If there are warnings on this page, stop the import process and correct your import file.

b. Select Import Now! to send your import request. Your data is imported within the next 24 hours, and we notify you via email when the import is complete. Once the system begins processing, you cannot cancel the import.

7. Check the Import Queue.

a. You can use the Import Queue to check the progress of your import. Click

Your Name

> Setup > Monitoring >

Imports. Alternatively, click the Import Queue link on the Import Wizard for My Organization page. For imports that have not begun processing, you can click Del to cancel the import.

Note: If your organization uses territory management, your imported accounts are always evaluated by account assignment rules.

What Is Imported for Person Accounts?

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Import My Organization's Person Accounts

Person account import available in: Enterprise, Unlimited, and Developer Editions

To import your organization's person accounts:

User Permissions Needed

“Import Person Accounts”

With the Import My Organization's Person Accounts wizard, you can import person accounts that are owned by different users. To understand how person account records are matched to prevent duplicates, see

on page 243.

Note: If the label for person accounts has been renamed for your organization, the renamed label will appear in the import wizard itself and in the Tools area of the accounts home page, but not in the Data Management area under

Setup. (Renamed labels do not appear in any pages under App Setup or Administration Setup.)

Follow these steps to import person accounts for your organization.

Specify owner and lookup relationships

Note: The import wizard is dynamic; it displays different screens depending on what you are importing and the setup of your organization.

Launch the wizard

To import person accounts for your organization:

1. Choose

Your Name

> Setup > Data Management > Import Person Accounts.

Alternatively, click Import My Organization's Person Accounts in the Tools area of the accounts home page.

2. For best results, perform all of the steps provided on the introductory page.

3. Click Start the Import Wizard! to begin your import.

Prevent duplicate records

1. The import wizard can compare the records in your import file with existing records in Salesforce in order to prevent duplicate records from being created as a result of your import. Indicate whether you would like to prevent duplicate records from being created. You must select

Yes

in order to update existing records.

2. If you choose Yes , then additional choices will appear:

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• Choose the field that you are using to match existing records in Salesforce with records in your import file. The

External ID option is disabled if no external ID fields have been created for your records.

• Choose what you want to happen if matches are found—only import new records, only update existing records, or update existing records and import new ones.

Note: If you have chosen to match by

Salesforce ID

, you can only update existing records; you cannot import new ones.

3. Click Next.

Specify owner and lookup relationships

1. Specify the field in your import file that contains person account owners.

When you choose “Name,” the following formats are valid:

• First name followed by last name

• Last name followed by first name

• Alias

• Username

2. Records can have custom fields that create lookup relationships with other records. If you have included lookup fields in your import file, then check the corresponding boxes.

Note: Any related records must already exist in Salesforce before proceeding. Related records will not be updated during your import even if your import file contains different values for fields on those related records.

3. Click Next.

Select record type

1. Choose the record type that you want to assign to the records in your import file.

2. If you are inserting new records and updating existing records at the same time, then choose whether to override the record types of existing records.

3. Click Next.

Upload your import file

1. Click Browse... to provide the location of your import file.

2. Choose the character encoding of your import file. In most cases, you can accept the default value.

3. Make additional settings depending on the setup of your organization, such as whether workflow rules will be triggered and the language of the records in the import file.

4. Click Next.

Map fields

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Import Your Data Accessing the Import Wizards

Note: Some Salesforce fields cannot be updated using import, for example, the Created Date and Last

Modified Date

. So even though you may be using an exported report as your import file, some of the Salesforce fields in your file cannot be mapped.

2. Click Next. The import wizard warns you if you have not mapped all of the fields in your import file. Unmapped field values are not imported.

Confirm and submit your import

1. Read any warning messages that the import wizard displays. Optionally, click Previous to return to earlier steps and resolve potential problems.

2. Click Import Now! to submit your import request to Salesforce.

Complete your import

1. A message indicates approximately how long the import will take. When the import operation is finished, a message from

Customer Support will be sent to the email address shown.

2. Click Finish to exit the wizard.

3. To monitor the status of your pending import, click Your Name > Setup > Monitoring > Imports.

See Also:

Field Mapping for Importing Leads

Import My Organization’s Leads

Available in: Group, Professional, Enterprise, Unlimited, and Developer Editions

User Permissions Needed

To use the Import My Organization's Leads wizard: “Read”, “Create”, and “Edit” on leads

AND

“Import Leads”

With the Import My Organization’s Leads wizard, administrators, users with the Marketing User profile, or users with the

“Import Leads” permission and “Read,” “Create,” and “Edit” permissions on leads can import up to 50,000 leads at a time for multiple users. Before beginning, make sure you have created an export file and correctly prepared your data.

Note: We recommend you import a small test file first to make sure that you have prepared your import file correctly.

1. Start the wizard.

Click Your Name > Setup > Data Management > Import Leads, and click Start the Import Wizard.

2. Upload the file.

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a. Select Browse to load your import file.

b. If desired, select a value to import into the Lead Source field of all imported leads. Alternatively, you can assign the lead source via a

Lead Source

field in your import file. You must specify a

Lead Source

value that is not marked as “Converted”; leads with a “Converted” status will not be imported.

c. Next, choose a lead assignment rule to determine the owners of imported leads. If you have a

Record Owner

field in your import file, do not select an assignment rule. Without an assignment rule or a

Record Owner

field in your import file, all leads are assigned to the administrator doing the import. When importing records by Salesforce record ID, the

Record Owner

field in your import file is ignored. All records retain their existing owners; record owners cannot be updated using the import wizard.

d. If you have chosen an assignment rule, select the

Use assignment rule settings to send notification emails to record owners checkbox to send notification emails to owners of newly created leads. If you do not select the checkbox, no email notifications are sent, regardless of your assignment rule settings.

e. Then select the character encoding of your file. Most users do not need to change the default setting.

f. Choose whether to match your organization’s leads by Salesforce ID, name, or email. This field sets the criteria for avoiding duplicates. For example, if you are matching by email and a record in your source file has the same email as a record in Salesforce, then that record will be updated in Salesforce. If you are not matching by email and there is a record in Salesforce with the same email, then a new record will be created. Select a matching type of “None” if you do not want to de-duplicate leads; a new record will be created for every lead in your import file.

When importing new leads for a campaign, the

Matching Type

option is not available; the wizard does not merge duplicate leads.

g. Organizations that use the Translation Workbench can specify the language of the import data.

h. If you use divisions, select a division to assign to all imported records. Alternatively, select “None” to use the record owner’s default division on each record, or specify the division in your import file.

i. Select the checkbox to trigger workflow rules for new and updated records that match workflow rule criteria.

j. If your organization has multiple record types on leads, choose the active record type that will be applied to all leads in your import file. However, if you are logged in as a user who has a default lead record type selected at

Your Name

Setup > My Personal Information > Record Type Selection > Lead, then this drop-down list does not display and your default lead record type is automatically applied to the imported records.

k. Click Next to continue.

3. Map the fields.

a. The wizard associates the Salesforce lead field names with the field names in your import file. You must verify the default mappings and alter any incorrect mappings. Any unmapped fields are not imported.

b. If you chose to avoid duplicate leads (that is, the selected

Matching Type

is not “None”), check the

Overwrite existing lead values

box if you want to overwrite existing lead fields with your import data. Note that you cannot use this checkbox to update existing field data with blank values.

c. Click Next to continue.

4. Review and confirm.

Choose Import Now! to send your import request. Your leads are imported within the next 24 hours, and we notify you via email when the import is complete. Once the system begins processing, you cannot cancel the import.

5. Check the Import Queue.

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You can use the Import Queue link to check the progress of your import. Click Your Name > Setup > Monitoring >

Imports. Alternatively, click the Import Queue link on the Import Wizard for My Organization’s Leads page. For imports that have not begun processing, you can click Del to cancel the import.

Field Mapping for Importing Leads

Import My Organization's Custom Objects

Custom object import available in: Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions

To import custom objects:

User Permissions Needed

“Modify All Data”

With the Import My Organization's Custom Objects wizard, you can import custom objects.

Follow these steps to import custom objects. Click each link for more details.

Choose the custom object

Specify owner, master-detail, and lookup relationships

Set lookup record matching

10.

Note: The import wizard is dynamic; it displays different screens depending on what you are importing and the setup of your organization.

Launch the wizard

1. To import custom objects, choose Your Name > Setup > Data Management > Import Custom Objects.

2. For best results, perform all of the steps provided on the introductory page.

3. Click Start the Import Wizard! to begin your import.

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Import Your Data Accessing the Import Wizards

Choose the custom object

1. The first step of the wizard lists the custom objects that have been defined for your organization.

2. Identify the custom object you are importing by selecting the corresponding radio button.

3. Click Next.

Prevent duplicate records

Yes

in order to update existing records.

2. If you choose Yes , then additional choices will appear:

• Choose the field that you are using to match existing records in Salesforce with records in your import file. The

External ID

option is disabled if no external ID fields have been created for your records.

• Choose what you want to happen if matches are found—only import new records, only update existing records, or update existing records and import new ones.

Note: If you have chosen to match by Salesforce ID , you can only update existing records; you cannot import new ones.

3. Click Next.

Specify owner, master-detail, and lookup relationships

1. Custom objects can be owned by users, or they can have a master-detail relationship with other records. For example, a custom object can have a custom field that creates a master-detail relationship with accounts. In that case, your import file must include the names or IDs of all associated accounts.

• If your custom objects are owned by users, then choose the field in your import file to use for matching record owners.

When you choose “Name,” the following formats are valid:

◊ First name followed by last name

◊ Last name followed by first name

◊ Alias

◊ Username

• If your records have a master-detail relationship with another kind of record, then choose the field in your import file to use for matching master records.

2. Records can have custom fields that create lookup relationships with other records. If you have included lookup fields in your import file, then check the corresponding boxes.

3. Click Next.

Set lookup record matching

1. If you checked one or more lookup fields in the previous step, select the field (name or ID) you are using to uniquely identify those related records.

2. Click Next.

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Import Your Data Accessing the Import Wizards

Select record type

1. If the records you are importing have record types, then choose the record type that you want to assign to the records in your import file.

2. If you are inserting new records and updating existing records at the same time, then choose whether to override the record types of existing records.

3. Click Next.

Upload your import file

1. Click Browse... to provide the location of your import file.

2. Choose the character encoding of your import file. In most cases, you can accept the default value.

3. Make additional settings depending on the setup of your organization, such as whether workflow rules will be triggered and the language of the records in the import file.

4. Click Next.

Map fields

Note: Some Salesforce fields cannot be updated using import, for example, the

Created Date

and

Last

Modified Date . So even though you may be using an exported report as your import file, some of the Salesforce fields in your file cannot be mapped.

2. Click Next. The import wizard warns you if you have not mapped all of the fields in your import file. Unmapped field values are not imported.

Confirm and submit your import

1. Read any warning messages that the import wizard displays. Optionally, click Previous to return to earlier steps and resolve potential problems.

2. Click Import Now! to submit your import request to Salesforce.

Complete your import

1. A message indicates approximately how long the import will take. When the import operation is finished, a message from

Customer Support will be sent to the email address shown.

2. Click Finish to exit the wizard.

3. To monitor the status of your pending import, click Your Name > Setup > Monitoring > Imports.

See Also:

What Is Imported for Custom Objects?

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Import Your Data Accessing the Import Wizards

Import My Organization's Solutions

Available in: Professional, Enterprise, Unlimited, and Developer Editions

To import solutions:

User Permissions Needed

“Import Solutions”

With the Import My Organization's Solutions wizard, you can import solutions.

Follow these steps to import solutions. Click each link for more details.

Choose the type of solution (multilingual solutions only)

Specify author and lookup relationships

Set lookup record matching

10.

Note: The import wizard is dynamic; it displays different screens depending on what you are importing and the setup of your organization.

Launch the wizard

1. To import solutions, choose

Your Name

> Setup > Data Management > Import Solutions.

2. For best results, perform all of the steps provided on the introductory page.

3. Click Start the Import Wizard! to begin your import.

Choose the type of solution (multilingual solutions only)

1. If multilingual solutions is enabled for your organization, choose to import either master solutions or translated solutions.

You cannot import both at the same time.

For each translated solution you import, include the 15 to 18 character Solution ID field of its master solution in a master solution ID column in your import file. This will help you avoid having to manually associate translated solutions with master solutions after import. To view the

Solution ID

field for master solutions, run the Translated Solutions report.

2. Select the language of the solutions you are importing from the Language drop-down list. For each import, you can only select one language so make sure your import file includes solutions in a single language.

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Prevent duplicate records

2. If you choose

Yes

, then additional choices will appear:

• Choose the field that you are using to match existing records in Salesforce with records in your import file. The

External ID option is disabled if no external ID fields have been created for your records.

• Choose what you want to happen if matches are found—only import new records, only update existing records, or update existing records and import new ones.

Note: If you have chosen to match by

Salesforce ID

, you can only update existing records; you cannot import new ones.

3. Click Next.

Specify author and lookup relationships

1. Solutions are associated with authors - the users who initially created the solutions. If you have included a column in your import file to identify authors, specify the user field it contains.

When you choose “Name,” the following formats are valid:

• First name followed by last name

• Last name followed by first name

• Alias

• Username

Choose None to specify yourself as the author of the imported solutions.

2. Records can have custom fields that create lookup relationships with other records. If you have included lookup fields in your import file, then check the corresponding boxes.

3. Click Next.

Set lookup record matching

1. If you checked one or more lookup fields in the previous step, select the field (name or ID) you are using to uniquely identify those related records.

2. Click Next.

Select record type

1. If the records you are importing have record types, then choose the record type that you want to assign to the records in your import file.

2. If you are inserting new records and updating existing records at the same time, then choose whether to override the record types of existing records.

3. Click Next.

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Import Your Data Accessing the Import Wizards

Upload your import file

1. Click Browse... to provide the location of your import file.

2. Choose the character encoding of your import file. In most cases, you can accept the default value.

3. Make additional settings depending on the setup of your organization, such as whether workflow rules will be triggered and the language of the records in the import file.

4. Click Next.

Map fields

Note: Some Salesforce fields cannot be updated using import, for example, the

Created Date

and

Last

Modified Date

. So even though you may be using an exported report as your import file, some of the Salesforce fields in your file cannot be mapped.

2. Click Next. The import wizard warns you if you have not mapped all of the fields in your import file. Unmapped field values are not imported.

Confirm and submit your import

1. Read any warning messages that the import wizard displays. Optionally, click Previous to return to earlier steps and resolve potential problems.

2. Click Import Now! to submit your import request to Salesforce.

Complete your import

1. A message indicates approximately how long the import will take. When the import operation is finished, a message from

Customer Support will be sent to the email address shown.

2. Click Finish to exit the wizard.

3. To monitor the status of your pending import, click

Your Name

> Setup > Monitoring > Imports.

See Also:

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Using the Import Queue

Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions

User Permissions Needed

To use the Import Queue: “Modify All Data”

Administrators can check the Import Queue to view details about an import or to cancel an organization import. Import details are removed from the queue three days after completion.

1. Click

Your Name

> Setup > Monitoring > Imports.

2. Select the file name of the import file to see the Import Queue Detail page for that file.

If you want to cancel an import, and the import has not started processing, click Del. You cannot cancel an import after it has started processing.

The possible values of the

Status

column are listed below:

Status

Aborted

Completed

Error

Pending

Processing

Description

The import did not complete successfully. The error details are emailed to the user who performed the import. Aborted imports can be retried within three days, but, if multiple retry attempts are made, the import cannot remain in the queue for more than 30 days from the original import attempt.

The import completed successfully without errors.

The import was processed and errors were encountered. The error details are emailed to the user who performed the import. The user can fix the errors, and then attempt the import again.

The import is in the queue but has not started processing yet.

The import is in the queue and is currently being processed.

See Also:

Performing Mass Deletes on page 301.

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Undoing an Import

Available in: All Editions except Database.com

User Permissions Needed

To mass delete data: “Modify All Data”

If you import accounts, contacts, leads, or solutions by mistake, your administrator can click Your Name > Setup > Data

Management > Mass Delete Records to delete the items you mistakenly imported. View the Using Mass Delete to Undo

Imports document for instructions.

The Mass Delete Records tools do not support custom objects. If you import custom objects by mistake in Enterprise,

Unlimited, or Developer Edition, your administrator can use the Data Loader to mass delete the mistakenly imported records.

See

See Also:

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Data Loader Overview

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records.

When importing data, Data Loader reads, extracts, and loads data from comma separated values (CSV) files or from a database connection. When exporting data, it outputs CSV files.

Note: If commas are not appropriate for your locale, use a tab or other delimiter.

You can use Data Loader in two different ways:

• User interface—When you use the user interface, you work interactively to specify the configuration parameters, CSV files used for import and export, and the field mappings that map the field names in your import file with the field names in

Salesforce.

287

Data Loader When to Use Data Loader

• Command line—When you use the command line, you specify the configuration, data sources, mappings, and actions in files. This enables you to set up Data Loader for automated processing.

Data Loader offers the following key features:

• An easy-to-use wizard interface for interactive use

• An alternate command line interface for automated batch operations

• Support for large files with up to 5 million records

• Drag-and-drop field mapping

• Support for all objects, including custom objects

• Can be used to process data in both Salesforce and Database.com

• Detailed success and error log files in CSV format

• A built-in CSV file viewer

• Support for Windows 7

To get started, see the following topics:

•

When to Use Data Loader

•

Installing Data Loader

Note: In previous versions, Data Loader has been known as “AppExchange Data Loader“ and “Sforce Data Loader.”

When to Use Data Loader

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

Data Loader complements the web-based import wizards that are accessible from the Setup menu in the online application.

Refer to the following guidelines to determine which method best suits your business needs:

Use Data Loader when:

• You need to load 50,000 to 5,000,000 records. Data Loader is supported for loads of up to 5 million records. If you need to load more than 5 million records, we recommend you work with a salesforce.com partner or visit the App Exchange for a suitable partner product.

• You need to load into an object that is not yet supported by the import wizards.

• You want to schedule regular data loads, such as nightly imports.

• You want to export your data for backup purposes.

Use the import wizards when:

• You are loading less than 50,000 records.

• The object you need to import is supported by import wizards. To see what import wizards are available and thus what objects they support, click

Your Name

> Setup > Data Management.

• You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.

For more information about the import wizards, see

Importing Overview

on page 238.

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Data Loader Installing Data Loader

NSTALL AND

ONFIGURE

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Installing Data Loader

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

To access the page to download Data Loader:

User Permissions Needed

“Modify All Data”

To use Data Loader: The appropriate user permission for the operation you are doing, for example, “Create” on accounts to insert new accounts

System Requirements

To use Data Loader, you need:

• Microsoft ® Windows ® 7 or Windows XP

• 120 MB free disk space

• 256 MB available memory

• Java JRE 1.6 or later (Windows 7 or Windows XP)

• Sun JVM 1.6 or later (Windows 7 or Windows XP)

• Administrator privileges on the machine

Installation Procedure

Warning: Over time, multiple versions of the Data Loader client application have been available for download.

Different versions have different entries in the Add or Remove Programs dialog in your Windows Control Panel.

Some versions were released with earlier product names such as “AppExchange Data Loader” or “Sforce Data Loader.”

You can run different versions at the same time on one computer. However, do not install multiple copies of the same version.

The latest version is always available from Salesforce at

Your Name

> Setup > Data Management > Data Loader.

If you have previously installed the latest version and want to install it again, first remove it from your computer by using the Add or Remove Programs dialog in Windows Control Panel.

1. In the application, click Your Name > Setup > Data Management > Data Loader.

2. Click Download the Data Loader and save the installer to your PC. If you're prompted to run or save the file, click Run.

If you're then prompted to allow the program to make changes to the computer, click Yes.

3. Double-click the downloaded file to launch the InstallShield wizard.

4. Click Next.

5. Accept the license agreement and click Next.

6. Accept the default installation directory, or click Change... to choose another directory. Click Next.

7. Click Install.

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Import Your Data Configuring Data Loader

8. Click Finish.

9. To start Data Loader, double-click the Data Loader icon on your desktop, or choose Start > All Programs > salesforce.com

> Apex Data Loader > Apex Data Loader.

Tip:

If you experience login issues in the command line interface after upgrading to a new version of Data Loader, please try re-encrypting your password to solve the problem. For information on the password encryption utility, see

. To turn off this automatic reset,

on page 305.

If you want to download the source code and make changes, an open source version of Data Loader is available at https://github.com/forcedotcom/dataloader .

Login Considerations

If your organization restricts IP addresses, logins from untrusted IPs are blocked until they’re activated. Salesforce automatically sends you an activation email that you can use to log in. The email contains a security token that you must add to the end of your password. For example, if your password is mypassword , and your security token is XXXXXXXXXX , you must enter mypasswordXXXXXXXXXX to log in.

Configuring Data Loader

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

Use the Settings menu to change the default operation settings of Data Loader.

1. Start Data Loader by choosing Start > Programs > salesforce.com > Data Loader > Data Loader.

2. Choose Settings > Settings.

3. Edit the fields as desired:

Field

Batch size

Insert null values

Description

In a single insert, update, upsert, or delete operation, records moving to or from Salesforce are processed in increments of this size. The maximum value is 200. We recommend a value between 50 and 100.

The maximum value is 10,000 if the Use Bulk API option is selected.

Select this option to insert blank mapped values as null values during data operations. Note that when you are updating records, this option instructs Data Loader to overwrite any existing data in mapped fields.

This option is not available if the

Use Bulk API

option is selected. Empty field values are ignored when you update records using the Bulk API. To set a field value to null when the Use Bulk API option is selected, use a field value of

#N/A

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Import Your Data

Field

Assignment rule

Server host

Reset URL on Login

Compression

Timeout

Query request size

Generate status files for exports

Read all CSVs with UTF-8 encoding

Write all CSVs with UTF-8 encoding

Use European date format

Allow field truncation

Configuring Data Loader

Description

Specify the ID of the assignment rule to use for inserts, updates, and upserts. This option applies to inserts, updates, and upserts on cases and leads. It also applies to updates on accounts if your organization has territory assignment rules on accounts. The assignment rule overrides

Owner

values in your CSV file.

Enter the URL of the Salesforce server with which you want to communicate. For example, if you are loading data into a sandbox, change the URL to https://test.salesforce.com

By default, Salesforce resets the URL after login to the one

specified in

Server host

disable this option.

Compression enhances the performance of Data Loader and is turned on by default. You may want to disable compression if you need to debug the underlying SOAP messages. To turn off compression, enable this option.

Specify how many seconds Data Loader waits to receive a response back from the server before returning an error for the request.

In a single export or query operation, records are returned from Salesforce in increments of this size. The maximum value is 2,000 records. Larger values may improve performance but use more memory on the client.

Select this option to generate success and error files when exporting data.

Select this option to force files to open in UTF-8 encoding, even if they were saved in a different format.

Select this option to force files to be written in UTF-8 encoding.

Select this option to support the date formats dd/MM/yyyy and dd/MM/yyyy HH:mm:ss

Select this option to truncate data in the following types of fields when loading that data into Salesforce: Email,

Multi-select Picklist, Phone, Picklist, Text, and Text

(Encrypted).

In Data Loader versions 14.0 and earlier, values for fields of those types are truncated by Data Loader if they are too large. In Data Loader version 15.0 and later, the load operation fails if a value is specified that is too large.

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Import Your Data

Field

Use Bulk API

Enable serial mode for Bulk API

Upload Bulk API Batch as Zip File

Time Zone

Configuring Data Loader

Description

Selecting this option allows you to specify that the previous behavior, truncation, be used instead of the new behavior in

Data Loader versions 15.0 and later. This option is selected by default and has no effect in versions 14.0 and earlier.

This option is not available if the

Use Bulk API

option is selected. In that case, the load operation fails for the row if a value is specified that is too large for the field.

Select this option to use the Bulk API to insert, update, upsert, delete, and hard delete records. The Bulk API is optimized to load or delete a large number of records asynchronously. It’s faster than the default SOAP-based

API due to parallel processing and fewer network round-trips.

Warning: When you select the Hard Delete operation, the deleted records are not stored in the

Recycle Bin. Instead, they become immediately eligible for deletion.

Select this option to use serial instead of parallel processing for Bulk API. Processing in parallel can cause database contention. When this is severe, the load may fail. Using serial mode guarantees that batches are processed one at a time. Note that using this option may significantly increase the processing time for a load.

This option is only available if the Use Bulk API option is selected.

Select this option to use Bulk API to upload zip files containing binary attachments, such as Attachment records or Salesforce CRM Content.

This option is only available if the

Use Bulk API

option is selected.

Select this option to specify a default time zone.

If a date value does not include a time zone, this value is used.

• If no value is specified, the time zone of the computer where Data Loader is installed is used.

• If an incorrect value is entered, GMT is used as the time zone and this fact is noted in the Data Loader log.

Valid values are any time zone identifier which can be passed to the Java getTimeZone(java.lang.String) method.

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Import Your Data Configuring Data Loader

Field

Proxy host

Proxy port

Proxy username

Proxy password

Proxy NTLM domain

Start at row

Description

The value can be a full name such as

America/Los_Angeles , or a custom ID such as

GMT-8:00

The host name of the proxy server, if applicable.

The proxy server port.

The username for proxy server authentication.

The password for proxy server authentication.

The name of the Windows domain used for NTLM authentication.

If your last operation failed, you can use this setting to begin where the last successful operation finished.

4. Click OK to save your settings.

Configuring the Data Loader to Use the Bulk API

Data Loader Behavior with Bulk API Enabled

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

Enabling the Bulk API in Data Loader allows you to load or delete a large number of records faster than using the default

SOAP-based API. However, there are some differences in behavior in Data Loader when you enable the Bulk API. One important difference is that it allows you to execute a hard delete if you have the permission and license. See

Configuring Data

Loader

on page 290.

The following settings are not available on the Settings > Settings page in Data Loader when the

Use Bulk API

option is selected:

Insert null values

This option enables Data Loader to insert blank mapped values as null

values during data operations when the Bulk

API is disabled. Empty field values are ignored when you update records using the Bulk API. To set a field value to null

when the

Use Bulk API

option is selected, use a field value of

#N/A

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Import Your Data Uninstalling the Data Loader

Allow field truncation

This option directs Data Loader to truncate data for certain field types when the Bulk API is disabled. A load operation fails for the row if a value is specified that is too large for the field when the

Use Bulk API

option is selected.

See Also:

Configuring Data Loader

Configuring the Data Loader to Use the Bulk API

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

The Bulk API is optimized to load or delete a large number of records asynchronously. It is faster than the SOAP-based API due to parallel processing and fewer network round-trips. By default, Data Loader uses the SOAP-based API to process records.

To configure Data Loader to use the Bulk API for inserting, updating, upserting, deleting, and hard deleting records:

1. Start Data Loader by choosing Start > Programs > salesforce.com > Data Loader > Data Loader.

2. Choose Settings > Settings.

3. Select the

Use Bulk API

option.

4. Click OK.

Note:

• You can also select the Enable serial mode for Bulk API option. Processing in parallel can cause database contention. When this is severe, the load may fail. Using serial mode guarantees that batches are processed one at a time. Note that using this option may significantly increase the processing time for a load.

• Caution: When you select the Hard Delete operation, the deleted records are not stored in the Recycle Bin.

Instead, they become immediately eligible for deletion.

See Also:

Configuring Data Loader

Uninstalling the Data Loader

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

To uninstall the Data Loader client application:

1. Go to Start > Control Panel > Add or Remove Programs.

2. Select the Data Loader program.

294

Data Loader

3. Click Remove. The uninstaller removes the program from your computer.

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Data Types Supported by Data Loader

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

Data Loader supports the following data types:

Base64

String path to file (converts the file to a base64–encoded array). Base64 fields are only used to insert or update attachments and Salesforce CRM Content. For more information, see

Uploading Attachments on page 301 and

Uploading Content with the Data Loader on page 302.

Boolean

• True values (case insensitive) = yes , y , true , on , 1

• False values (case insensitive) = no , n , false , off , 0

Date Formats

We recommend you specify dates in the format yyyy-MM-ddTHH:mm:ss.SSS+/-HHmm :

• yyyy is the four-digit year

•

is the two-digit month (01-12)

• dd

is the two-digit day (01-31)

• HH is the two-digit hour (00-23)

• mm is the two-digit minute (00-59)

• ss

is the two-digit seconds (00-59)

•

SSS

is the three-digit milliseconds (000-999)

• +/-HHmm

is the Zulu (UTC) time zone offset

The following date formats are also supported:

• yyyy-MM-dd'T'HH:mm:ss.SSS'Z'

• yyyy-MM-dd'T'HH:mm:ss.SSS Pacific Standard Time

• yyyy-MM-dd'T'HH:mm:ss.SSSPacific Standard Time

• yyyy-MM-dd'T'HH:mm:ss.SSS PST

• yyyy-MM-dd'T'HH:mm:ss.SSSPST

• yyyy-MM-dd'T'HH:mm:ss.SSS GMT-08:00

• yyyy-MM-dd'T'HH:mm:ss.SSSGMT-08:00

• yyyy-MM-dd'T'HH:mm:ss.SSS -800

• yyyy-MM-dd'T'HH:mm:ss.SSS-800

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Import Your Data Data Types Supported by Data Loader

• yyyy-MM-dd'T'HH:mm:ss

• yyyy-MM-dd HH:mm:ss

• yyyyMMdd'T'HH:mm:ss

• yyyy-MM-dd

• MM/dd/yyyy HH:mm:ss

• MM/dd/yyyy

Note the following tips for date formats:

• To enable date formats that begin with the day rather than the month, select the

Use European date format box in the Settings dialog. European date formats are dd/MM/yyyy and dd/MM/yyyy HH:mm:ss .

• If your computer's locale is east of Greenwich Mean Time (GMT), we recommend that you change your computer setting to GMT in order to avoid date adjustments when inserting or updating records.

• Only dates within a certain range are valid. The earliest valid date is 1700-01-01T00:00:00Z GMT, or just after midnight on January 1, 1700. The latest valid date is 4000-12-31T00:00:00Z GMT, or just after midnight on

December 31, 4000. These values are offset by your time zone. For example, in the Pacific time zone, the earliest valid date is 1699-12-31T16:00:00, or 4:00 PM on December 31, 1699.

Double

Standard double string

A Salesforce ID is a case-sensitive 15-character or case–insensitive 18-character alphanumeric string that uniquely identifies a particular record.

Tip: To ensure data quality, make sure that all Salesforce IDs you enter in Data Loader are in the correct case.

Integer

Standard integer string

String

All valid XML strings; invalid XML characters are removed.

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Import Your Data Exporting Data

Exporting Data

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

To export records:

To export all records:

User Permissions Needed

“Read” on the records

You can use the Data Loader export wizard to extract data from any Salesforce object. When you export, you can choose to include (Export All) or exclude (Export) soft-deleted records.

1. Start the Data Loader by choosing Start > Programs > salesforce.com > Data Loader > Data Loader.

2. Click Export or Export All . These commands can also be found in the File menu.

3. Enter your Salesforce username and password. Click Log in to log in. After your login completes successfully, click Next.

(Until you log out or close the program, you will not be asked to log in again.)

4. Choose an object. For example, select the Account object. If your object name does not display in the default list, check

Show all objects

to see a complete list of objects that you can access. The objects will be listed by localized label name, with developer name noted in parentheses. For object descriptions, see the SOAP API Developer's Guide .

5. Click Browse... to select the CSV file to which the data will be exported. You can enter a new file name to create a new file or choose an existing file.

If you select an existing file, the contents of that file are replaced. Click Yes to confirm this action, or click No to choose another file.

6. Click Next.

7. Create a SOQL query for the data export. For example, check

and

Name

in the query fields and click Finish. As you follow the next steps, you will see that the CSV viewer displays all the Account names and their IDs. SOQL is the Salesforce

Object Query Language that allows you to construct simple but powerful query strings. Similar to the SELECT command in SQL, SOQL allows you to specify the source object, a list of fields to retrieve, and conditions for selecting rows in the source object.

a. Choose the fields you want to export.

b. Optionally, select conditions to filter your data set. If you do not select any conditions, all the data to which you have read access will be returned.

c. Review the generated query and edit if necessary.

Tip: You can use a SOQL relationship query to include fields from a related object. For example:

Select Name, Pricebook2Id, Pricebook2.Name, Product2Id, Product2.ProductCode FROM

PricebookEntry WHERE IsActive = true

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Import Your Data Defining Field Mappings

Or:

Select Id, LastName, Account.Name FROM Contact

When using relationship queries in Data Loader, the fully specified field names are case-sensitive. For example, using

ACCOUNT.NAME

instead of

Account.Name

does not work.

Data Loader doesn’t support nested queries or querying child objects. For example, queries similar to the following return an error:

SELECT Amount, Id, Name, (SELECT Quantity, ListPrice,

PriceBookEntry.UnitPrice, PricebookEntry.Name,

PricebookEntry.product2.Family FROM OpportunityLineItems)

FROM Opportunity

Also, Data Loader doesn’t support queries that make use of polymorphic relationships. For example, the following query results in an error:

SELECT Id, Owner.Name, Owner.Type, Owner.Id, Subject FROM Case

For more information on SOQL, see the Force.com SOQL and SOSL Reference .

8. Click Finish, then click Yes to confirm.

9. A progress information window reports the status of the operation.

10. After the operation completes, a confirmation window summarizes your results. Click View Extraction to view the CSV file, or click OK to close. For more details, see

Reviewing Output Files on page 303.

Note: Data Loader currently does not support the extraction of attachments. As a workaround, we recommend that you use the weekly export feature in the online application to export attachments.

Defining Field Mappings

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

Whenever you insert, delete, or update files, use the Mapping Dialog window to associate Salesforce fields with the columns of your CSV file. For more information, see

Inserting, Updating, or Deleting Data Using Data Loader

on page 299.

1. To automatically match fields with columns, click Auto-Match Fields to Columns. The Data Loader automatically populates the list at the bottom of the window, based on the similarity of field and column names. Note that for a delete operation, automatic matching works only on the ID field.

2. To manually match fields with columns, click and drag fields from the list of Salesforce fields at the top to the list of CSV column header names at the bottom. For example, if you are inserting new Account records where your CSV file contains the names of new accounts, click and drag the

Name

field to the right of the

NAME

column header field.

3. Optionally, click Save Mapping to save this mapping for future use. Specify a name for the SDL mapping file.

If you select an existing file, the contents of that file are replaced. Click Yes to confirm this action, or click No to choose another file.

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4. Click OK to use your mapping for the current operation.

Inserting, Updating, or Deleting Data Using Data Loader

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

To insert records:

To update records:

To upsert records:

To delete records:

To hard delete records

User Permissions Needed

“Create” on the record

“Edit” on the record

“Create” or “Edit” on the record

“Delete” on the record

The insert, update, upsert, delete, and hard delete wizards in Data Loader allow you to add new records, modify existing records, or delete existing records. Note that “upsert” is a combination of inserting and updating. If a record in your file matches an existing record, the existing record is updated with the values in your file. If no match is found, then the record is created as new. When you hard delete records, the deleted records are not stored in the Recycle Bin and become immediately eligible

for deletion. For more information, see Configuring Data Loader

on page 290.

1. Start Data Loader by choosing Start > Programs > salesforce.com > Data Loader > Data Loader.

2. Click Insert, Update, Upsert, Delete or Hard Delete. These commands can also be found in the File menu.

3. Enter your Salesforce username and password. Click Log in to log in. After your login completes successfully, click Next.

(Until you log out or close the program, you are not asked to log in again.)

, and your security token is

XXXXXXXXXX

, you must enter mypasswordXXXXXXXXXX to log in.

4. Choose an object. For example, if you are inserting Account records, select Account. If your object name does not display in the default list, check Show all objects to see a complete list of the objects that you can access. The objects are listed by localized label name, with developer name noted in parentheses. For object descriptions, see the Object Reference for Salesforce and Force.com

5. Click Browse... to select your CSV file. For example, if you are inserting Account records, you could specify a CSV file named insertaccounts.csv

containing a Name column for the names of the new accounts.

6. Click Next. After the object and CSV file are initialized, click OK.

7. If you are performing an upsert:

a. Your CSV file must contain a column of ID values for matching against existing records. The column may be either an external ID (a custom field with the “External ID” attribute), or Id (the Salesforce record ID). From the drop-down list, select which field to use for matching. If the object has no external ID fields,

is automatically used. Click Next to continue.

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b. If your file includes the external IDs of an object that has a relationship to your chosen object, enable that external ID for record matching by selecting its name from the drop-down list. If you make no selection here, you can use the related object's

field for matching by mapping it in the next step. Click Next to continue.

8. Define how the columns in your CSV file map to Salesforce fields. Click Choose an Existing Map to select an existing field mapping, or click Create or Edit a Map to create a new map or modify an existing map. For more details and an example of usage, see

Defining Field Mappings

on page 298.

9. Click Next.

10. For every operation, the Data Loader generates two unique CSV log files; one file name starts with “success,” while the other starts with “error.” Click Browse... to specify a directory for these files.

11. Click Finish to perform the operation, and then click Yes to confirm.

12. As the operation proceeds, a progress information window reports the status of the data movement.

13. After the operation completes, a confirmation window summarizes your results. Click View Successes to view your success

file, click View Errors to open your errors file, or click OK to close. For more information, see Reviewing Output Files

on page 303.

Tip:

•

If you are updating or deleting large amounts of data, review Performing Mass Updates

and Performing Mass

Deletes for tips and best practices.

• There is a five-minute limit to process 100 records when the Bulk API is enabled. Also, if it takes longer than 10 minutes to process a file, the Bulk API places the remainder of the file back in the queue for later processing. If the Bulk API continues to exceed the 10-minute limit on subsequent attempts, the file is placed back in the queue and reprocessed up to 10 times before the operation is permanently marked as failed. Even if the processing failed, some records could have completed successfully, so you must check the results. If you get a timeout error when loading a file, split your file into smaller files, and try again.

Performing Mass Updates

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

To update a large number of records at one time, we recommend the following steps:

1. Obtain your data by performing an export of the objects you wish to update, or by running a report. Make sure your report includes the record ID.

2. As a backup measure, save an extra copy of the generated CSV file.

3. Open your working file in a CSV editor such as Excel, and update your data.

4. Launch Data Loader and follow the update wizard. Note that matching is done according to record ID. See Inserting,

Updating, or Deleting Data Using Data Loader

on page 299.

5. After the operation, review your success and error log files. See Reviewing Output Files on page 303.

6. If you made a mistake, use the backup file to update the records to their previous values.

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Performing Mass Deletes

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

To delete a large number of records at one time using Data Loader, we recommend the following steps:

1. As a backup measure, export the records you wish to delete, being sure to select all fields. (See Exporting Data on page

297.) Save an extra copy of the generated CSV file.

2. Next, export the records you wish to delete, this time using only the record ID as the desired criterion.

3. Launch the Data Loader and follow the delete or hard delete wizard. Map only the ID column. See

Inserting, Updating, or Deleting Data Using Data Loader

on page 299.

4. After the operation, review your success and error log files. See Reviewing Output Files on page 303.

Uploading Attachments

You can use Data Loader to upload attachments to Salesforce. Before uploading attachments, note the following:

• If you intend to upload via the Bulk API, verify that

Upload Bulk API Batch as Zip File

on the Settings >

Settings page is enabled.

• If you are migrating attachments from a source Salesforce organization to a target Salesforce organization, begin by requesting a data export for the source organization. On the Schedule Export page, make sure to select the Include

Attachments...

checkbox, which causes the file

Attachment.csv

to be included in your export. You can use this

CSV file to upload the attachments. For more information on the export service, see

Exporting Backup Data on page 354.

To upload attachments:

1. Confirm that the CSV file you intend to use for attachment importing contains the following required columns (each column represents a Salesforce field):

• ParentId - the Salesforce ID of the parent record.

•

Name

- the name of the attachment file, such as myattachment.jpg

•

Body

- the absolute path to the attachment on your local drive.

Ensure that the values in the Body column contain the full file name of the attachments as they exist on your computer.

For example, if an attachment named myattachment.jpg

is located on your computer at

C:\Export

Body

must specify C:\Export\myattachment.jpg

. Your CSV file might look like this:

ParentId,Name,Body

50030000000VDowAAG,attachment1.jpg,C:\Export\attachment1.gif

701300000000iNHAAY,attachment2.doc,C:\Export\files\attachment2.doc

The CSV file can also include other optional Attachment fields, such as

Description

2. Proceed with an insert or upsert operation; see

Inserting, Updating, or Deleting Data Using Data Loader on page 299. At

the

Select data objects

step, make sure to select the

Show all Salesforce objects

checkbox and the

Attachment object name in the list.

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Uploading Content with the Data Loader

Available in: Enterprise, Unlimited, and Developer Editions

You can use Data Loader to bulk upload documents and links into libraries in Salesforce CRM Content. Before uploading documents or links, note the following:

• If you intend to upload via the Bulk API, verify that

Upload Bulk API Batch as Zip File

on the Settings >

Settings page is enabled.

• When you upload a document from your local drive using Data Loader, you must specify the actual path in the

VersionData

and

PathOnClient

fields in the CSV file.

VersionData

identifies the location and extracts the format and PathOnClient identifies the type of document being uploaded.

• When you upload a link using the Data Loader, you must specify the URL in

ContentUrl

. Do not use

PathOnClient or VersionData to upload links.

• You can't export content using the Data Loader.

1. Create a CSV file with the following fields:

•

Title - file name.

• Description - (optional) file or link description.

Note: If there are commas in the description, use double quotes around the text.

•

VersionData

- complete file path on your local drive (for uploading documents only).

Note: Files are converted to base64 encoding on upload. This adds approximately 30% to the file size.

•

PathOnClient

- complete file path on your local drive (for uploading documents only).

•

ContentUrl

- URL (for uploading links only).

•

OwnerId - (optional) file owner, defaults to the user uploading the file.

• FirstPublishLocationId - library ID.

•

RecordTypeId

- content type ID.

Note: If you publish to a library that has restricted content types, you must specify

RecordTypeId

To determine the RecordTypeId

values for your organization using Data Loader, follow the steps in Exporting Data

Your SOQL query might look like this:

Select Id, Name FROM RecordType WHERE SobjectType = 'ContentVersion'

To determine the

RecordTypeId

values for your organization using the AJAX Toolkit:

a. Log in to Salesforce.

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Import Your Data Reviewing Output Files

b. Enter this URL in your browser: http:// instanceName.salesforce.com/soap/ajax/27.0/debugshell.html

. Enter the instanceName

, such as na1

, for your organization. You can see the instanceName

in the URL field of your browser after logging in to Salesforce.

c. In the AJAX Toolkit Shell page type: sforce.connection.describeSObject("ContentVersion")

d. Press Enter.

e. Click on the arrows for recordTypeInfos .

All of the

RecordTypeId

values for your organization are listed.

•

TagsCsv

- (optional) tag.

A sample CSV file is:

Title,Description,VersionData,PathOnClient,OwnerId,FirstPublishLocationId,RecordTypeId,TagsCsv testfile,"This is a test file, use for bulk upload",c:\files\testfile.pdf,c:\files\testfile.pdf,005000000000000,058700000004Cd0,012300000008o2sAQG,one

2. Upload the CSV file for the ContentVersion object; see Inserting, Updating, or Deleting Data Using Data Loader on page

299. All documents and links will be available in the specified library.

Reviewing Output Files

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

After every import or export, Data Loader generates two CSV output files that contain the results of the operation. One file name starts with “success,” while the other starts with “error.” During every export, Data Loader saves the extracted data to a

CSV file that you specify in the wizard. Data Loader has a built-in CSV file viewer with which you can open and view these files.

To view output files from a Data Loader operation:

1. Choose View > View CSV.

2. Specify the number of rows to view. Each row in the CSV file corresponds to one Salesforce record. The default is 1000.

3. To view a CSV file of your choice, click Open CSV. To view the last success file, click Open Success. To view the last error file, click Open Error. The CSV file opens in a new window.

4. Optionally, click Open in External Program to open the file in the associated external program, such as Microsoft ® Office

Excel.

The “success” file contains all of the records that were successfully loaded. In this file, there's a column for the newly generated record IDs. The “error” file contains all of the records that were rejected from the load operation. In this file, there's a column that describes why the load failed.

5. Click Close to return to the CSV Chooser window, and then click OK to exit the window.

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Data Loader Troubleshooting Data Loader Operations

Note: To generate success files when exporting data, select the

Generate status files for exports

setting.

For more information, see

Configuring Data Loader on page 290.

Troubleshooting Data Loader Operations

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

If you need to investigate a problem with Data Loader, or if requested by salesforce.com Customer Support, you can access log files that track the operations and network connections made by Data Loader. The two log files are: sdl.log

Contains a detailed chronological list of Data Loader log entries. Log entries marked “INFO” are procedural items, such as logging in to Salesforce. Log entries marked “ERROR” are problems such as a submitted record missing a required field.

sdl_out.log

A supplemental log that contains additional information not captured in sdl.log. For example, it includes log entries for the creation of proxy server network connections.

These files can be opened with commonly available text editor programs, such as Microsoft Notepad.

You can quickly open these files by entering %TEMP%\sdl.log

and %TEMP%\sdl_out.log

in either the Run dialog or the Windows Explorer address bar.

If you are having login issues from the command line, ensure that the password provided in the configuration parameters is encrypted. If you are having login issues from the UI, you may need to obtain a new security token.

UN

ATCH

ROCESSES

Running in Batch Mode

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

You can run Data Loader in batch mode from the command line. See the following topics:

•

Understanding Installed Directories and Files

•

Upgrading Your Batch Mode Interface

•

•

Using the Command Line Interface

•

Configuring Batch Processes

•

Data Loader Process Configuration Parameters

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Import Your Data Understanding Installed Directories and Files

•

Data Loader Command Line Operations

•

Configuring Database Access

•

Mapping Columns

•

Running Individual Batch Processes

•

Data Access Objects

Note: If you have used the batch mode from the command line with a version earlier than 8.0, see

Upgrading Your

Batch Mode Interface on page 306.

Understanding Installed Directories and Files

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

In versions 8.0 and later,

installing the Data Loader

creates several directories under the installation directory. The following directories are involved in running the program from the command line for automated batch processing: bin

Contains the batch files encrypt.bat

for encrypting passwords and

process.bat

for running batch processes .

For information on running the Data Loader from the command line, see

Using the Command Line Interface on page

307.

conf

The default configuration directory. Contains the configuration files config.properties

Loader.class

, and log-conf.xml

The config.properties

file that is generated when you modify the Settings dialog in the graphical user interface is located at C:\Documents and Settings\your Windows username\Application

Data\salesforce.com\Data Loader version_number

. You can copy this file to the conf

installation directory to use it for batch processes.

samples

Contains subdirectories of sample files for reference.

File Path Convention

The file paths provided in these topics start one level below the installation directory. For example,

\bin

means

C:\Program

Files \salesforce.com\Data Loader version_number\bin , provided you accepted the default installation directory.

If you installed the program to a different location, please substitute that directory path as appropriate.

Encrypting From the Command Line

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

When running Data Loader in batch mode from the command line, you must encrypt the following configuration parameters:

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Import Your Data Upgrading Your Batch Mode Interface

• sfdc.password

• sfdc.proxyPassword

Use the utility described below to perform encryption.

Using the Encryption Utility

Data Loader offers an encryption utility to secure passwords specified in configuration files. This utility is used to encrypt passwords, but data that you transmit using Data Loader is not encrypted.

1. Run

\bin\encrypt.bat

2. At the command line, follow the prompts provided to execute the following actions:

Generate a key

Key text is generated on screen from the text you provide. Carefully copy the key text to a key file, omitting any leading or trailing spaces. The key file can then be used for encryption and decryption.

Encrypt text

Generates an encrypted version of a password or other text. Optionally, you can provide a key file for the encryption.

In the configuration file, make sure that the encrypted text is copied precisely and the key file is mentioned.

Verify encrypted text

Given encrypted and decrypted versions of a password, verifies whether the encrypted password provided matches its decrypted version. A success or failure message is printed to the command line.

Upgrading Your Batch Mode Interface

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

The batch mode interface in Data Loader versions 8.0 and later aren’t backwards-compatible with earlier versions. If you’re using a version earlier than 8.0 to run batch processes, your options are as follows:

Maintain the old version for batch use

Do not uninstall your old version of Data Loader. Continue to use that version for batch processes. You can’t take advantage of newer features such as database connectivity, but your integrations will continue to work. Optionally, install the new version alongside the old version and dedicate the old version solely to batch processes.

Generate a new config.properties file from the new GUI

If you originally generated your config.properties

file from the graphical user interface, use the new version to set the same properties and generate a new file. Use this new file with the new batch mode interface. For more information, see

Using the Command Line Interface

on page 307.

Manually update your config.properties file

If your old config.properties

file was created manually, then you must manually update it for the new version. For

more information, see Understanding Installed Directories and Files

on page 305.

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Import Your Data Using the Command Line Interface

Using the Command Line Interface

Available in: Enterprise, Unlimited, Developer, and Database.com Editions

For automated batch operations such as nightly scheduled loads and extractions, run Data Loader from the command line.

Before running any batch operation, be sure to include your encrypted password in the configuration file. For more information,

see Introduction on page 323 and

Running Individual Batch Processes on page 323.

on page 305. From the command line, navigate to the bin

directory and type process.bat

, which takes the following parameters:

• The directory containing config.properties

• The name of the batch process bean contained in process-conf.xml

For more information about using process.bat

, see

To view tips and instructions, add -help to the command contained in process.bat

Data Loader runs whatever operation, file, or map is specified in the configuration file that you specify. If you do not specify a configuration directory, the current directory is used. By default, Data Loader configuration files are installed at the following location:

C:\Program Files\salesforce.com\Data Loader version number\conf

You use the process-conf.xml

file to configure batch processing. Set the name of the process in the bean element's id attribute: (for example <bean id="myProcessName">).

If you want to implement enhanced logging, use a copy of log-conf.xml

You can change parameters at runtime by giving param = value as program arguments. For example, adding process.operation=insert

to the command changes the configuration at runtime.

You can set the minimum and maximum heap size. For example, -Xms256m -Xmx256m sets the heap size to 256 MB.

Note: These topics only apply to Data Loader version 8.0 and later.

Tip: