Importing Custom Objects with Salesforce Import Wizard: Step-by-Step Guide

Importing Custom Objects with Salesforce Import Wizard

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Question

The system administrator has created a new custom object and application.

This individual now needs to populate the new object with 1000 records, which are formatted in a CSV file.

The Import Wizard (Data Management --> Import Custom Objects) is appropriate for this task.

Answers

Explanations

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A. B.

A.

The correct answer is A. True.

The Import Wizard in Salesforce is a tool designed to help administrators import large sets of data into their organization quickly and easily. This tool can be used to import both standard and custom objects, and it allows for importing data from a variety of sources, including CSV files.

In this scenario, the system administrator has created a new custom object and application, and needs to populate the object with 1000 records formatted in a CSV file. Using the Import Wizard would be an appropriate solution for this task.

To use the Import Wizard, the administrator would follow these general steps:

  1. Navigate to the Data Import Wizard in Salesforce by clicking on the gear icon in the upper-right corner of the screen, selecting Setup, and then selecting Data Import Wizard under the Data Management section.

  2. Select the type of data to import (in this case, the custom object).

  3. Select the CSV file to import, and then map the fields in the file to the appropriate fields in Salesforce.

  4. Configure any additional options, such as setting default field values or specifying how duplicates should be handled.

  5. Start the import process and monitor the progress.

Once the import is complete, the administrator can review the records and make any necessary updates or corrections. By using the Import Wizard, the administrator can save time and effort compared to manually creating each record one-by-one.

Therefore, the correct answer is A. True.