Import and Export with Data Management Tools

Use the Data Import Wizard

  • Salesforce teams rely on admins to add and update records quickly. Data import tools are the best way.
  • Access the Data Import Wizard via: Setup » Quick Find » “Data Import” » Data Import Wizard
  • The Data Import Wizard is only useful for certain default objects, such as Accounts, Contacts, Leads, Solutions, Campaigns and Knowledge.

Use to Export Data

  • is more robust than the import wizards. It can insert, update, delete, export, and upsert both standard and custom objects.
  • Free edition allows for 10,000 records per month and file sizes up to 10MB. More plans available at
  • Access dataloader via: Setup » Quick Find » “” » » Launch » Login with Salesforce
  • There are three fundamental types of tasks that can be completed using Import, Export, Delete

Use to Update Data

  • If there are any field mapping errors during data import, they are prominently denoted.
  • It is possible to create a list view showing records on an object that were recently modified:
    • From an object tab, add a filter with Last Modified Date equals TODAY