The Salesforce Data Import Tool is a web-based tool designed to simplify the process of importing data into Salesforce. It offers a user-friendly interface and supports various standard and custom objects within Salesforce. Here’s a summary of its functionality:
1. **Access:** Accessible within Salesforce, it’s called the Data Import Wizard.
2. **Supported Objects:** It supports standard and custom objects and various data types.
3. **Data Preparation:** Requires data in a compatible format (e.g., CSV) with headers matching Salesforce field names.
4. **Field Mapping:** Allows you to map fields in your CSV file to Salesforce fields.
5. **Data Validation:** Performs data validation checks and highlights errors for correction.
6. **Record Matching Rules:** Provides options for handling duplicate records.
7. **Import Process:** Initiates the import, providing progress updates and error notifications.
8. **Review and Confirmation:** Allows you to review the import summary for accuracy.
9. **Post-Import Tasks:** Enables you to perform additional tasks after the import.
10. **Logging and Monitoring:** Maintains logs of import activities for reference and troubleshooting.
11. **Additional Features:** May include scheduling recurring imports and integration options.
While the Data Import Tool is suitable for basic data imports, complex or large-scale migrations may require other tools like Salesforce Data Loader. Proper planning and understanding of Salesforce data models are essential for successful data imports.
