Data Import WizardâComparison with Existing Wizards - Salesforce
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Data Import WizardâComparison with Existing Wizards - Salesforce
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DATA IMPORT WIZARD—COMPARISON WITH EXISTING WIZARDS The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. You can also import data for custom objects. You can import up to 50,000 records at a time. The separate import wizards for accounts, contacts, person and business accounts, leads, solutions, and custom objects are still available. Their functionality hasn’t changed. This table provides a comparison between the functionality in the existing wizards and the unified Data Import Wizard. Feature
Existing Wizards
Data Import Wizard
Wizards
Individual wizards for:
Unified wizard for:
• Accounts and Contacts
• Accounts and Contacts
• Person and Business Accounts
• Leads
• Leads
• Solutions
• Solutions
• Custom Objects
• Custom Objects Processing method
Synchronous (immediate) database processing
Asynchronous Bulk API database processing
Enablement
Automatic for all organizations
Automatic for all organizations
Documentation
Large documentation set for individual wizards
Condensed documentation for unified wizard
Importing master/detail relationships
Supported
Supported
Multiple contacts per account
Supported in Accounts and Contacts wizard Supported (Phone extensions are not supported.)
Insert new records
Supported in all wizards
Supported
Update existing records
Supported in all wizards
Supported
Insert new records and update existing records
Supported in all wizards
Supported
Insert new records; ignore matched records Supported in all wizards (no update)
Supported
Update existing matched records; ignore unmatched records (no insert)
Supported in Solutions and Custom Objects Supported wizards
Update existing account information
Override existing account values option. If left deselected, the wizard does not update existing account information, but does update blank fields.
Update existing account information option. If left deselected, the wizard does not update any account information, including blank fields.
Last updated: September 13, 2017
Data Import Wizard—Comparison with Existing Wizards
Feature
Existing Wizards
Data Import Wizard
Reports To field for Contacts
Can map to name values
Cannot map to name values. Can only map to Salesforce ID and email values.
Unmapped columns
Can save in a notes field attached to an account or contact
Can save in a notes field attached to an account or contact
CSV file validation before import
Supported
Supported
Import status
Email notification sent to all users. Import status displayed on status page (available to all users).
Email notification sent to all users. Import status displayed on Bulk Data Load Jobs page (available to administrators).
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