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Mahantesh KenganalMahantesh Kenganal 

How to upload excel data into salesforce

Hi,

Could you please help me how to upload excel data in to salesforce, for example if i got data in excel sheet from client i want to upload into salesforce how to achieve this.

Thanks
Mantu
Shukla SumitShukla Sumit
Hi Mahantesh,

You need to download data Loader , using this tool u can insert,update,Delete the record from xls(CSV)  file to Salesforce

Setup>>> Data Management>>Data loader

Download it and install , Enter username and password 


Thanks
Sumit Shukla
Mahantesh KenganalMahantesh Kenganal
Sumit,

as off now i know we can upload it using dataloader which is for CSV file to salesforce but when i have data in excel sheet how to upload into salesforce , for this question i have answered using data loader but interviewer told me its not..im asking here how to uplod Microsoft excel data into salesforce.

Thanks
Mantu
Raghu_CloudRaghu_Cloud
Mahantesh Kenganal, 

You can load data using Excel if its for Leads, Accounts and Contacts using Import Wizard. Import wizard has its own set of standard limitations.
For other objects either standard or custom you have to use dataloader which uses CSV files. Just to let you know, Data loader is available only in Unlimited, Enterprise and Developer Editions of Salesforce. 
Shukla SumitShukla Sumit
Hi Mantu,

If you want to only upload excel data then you need to write the apex code

Thanks
Sumit.