Under our Zordial Laboratory program "Explore the More”, we explored the “Import leads using data loader and data import Wizard."
Module: “How to import leads using data loader and data import wizard"
Use case: A marketing team has collected a list of potential leads from a recent campaign and wants to import them into Salesforce for the sales team to follow up on. The leads are stored in a CSV file with fields such as First Name, Email, Company, Title, State, Country, and Street.
Features
Guided Steps: Offers a step-by-step wizard to guide users through the import process.
Data Loader: How to import data from Data Loader.
Automatic Field Mapping: Attempts to map CSV columns to Salesforce fields automatically.
Much Appreciated Rajat Jain for such wonderful presentation
Topics Covered:
How to import leads using data loader and the Data Import Wizard
Presented By:
Rajat Jain
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