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