Use the Data Import Wizard || Import and Export with Data Management Tools || Salesforce Trailhead

Use the Data Import Wizard || Import and Export with Data Management Tools || Salesforce Trailhead

---------------------------------------------------------------------------
Start by "clicking here " to download the leads file. This file needs a little attention before you import it. Here’s what to look for and fix to ensure you are uploading clean, consistent data.

Replace any instances of SF with San Francisco.
Replace any instances of Calif or Cali with CA.
Replace any inconsistent Rating values with equivalent picklist values already present in Salesforce (Cold, Warm, Hot).

Note: Some computers will translate commas into semi-colons. This will cause issues when importing this data into your database. Ensure commas are used throughout the spreadsheet.

Now that you’ve gotten the file in better shape, save your work.

Save the file to your Desktop by clicking File and choosing Save As.
Name the file Lead Import.
In the Save as type picklist, choose to save as a CSV file.
Click Save, then close the file.
Launch the Data Import Wizard
Your file is saved and ready to go—it’s time to make importing data a little more magical with the help of the Data Import Wizard. Just one of the fast cars in your admin garage, the Data Import Wizard provides a unified interface through which you can import data for accounts and contacts, leads, solutions, and custom objects.

All you have to do is start it up, then get to work importing the leads.

Click the setup gear Setup icon and select Setup.
Enter Data Import Wizard in the Quick Find box, then select Data Import Wizard.
Click Launch Wizard, then choose the data to import.
In the Standard Objects tab, under What kind of data are you importing? click Leads.
Under What do you want to do? click Add new records and select the options:
Field Value
Match Lead by
Email
Assign New Leads to this Source
Web

Under Where is your data located? click CSV.
If you’re using the Chrome browser, click Choose File. If you are using Firefox or Internet Explorer, click Browse.

Click Next.

Now you can edit the field mapping. First map the Address Line 1 column to the Street field.

In the Edit column, click Map next to Address Line 1.
From the field list, select Street.

Click Map. (Note: If you don’t see the Map button, zoom out in your browser.)
Mapping Screenshot

Next map the Owner column to the Lead Owner field.

In the Edit column, click Map next to Owner.
From the field list, select Lead Owner.
Click Map.
Once all fields are mapped, you can start the import.

Click Next.
Click Start Import.
Click OK. You’ll see the details of the bulk data load job and get an email indicating your import is complete.

#salesforce #trailhead #istampers

[guillermolongueira]

Why? I can only see a single row with all the fields and it is impossible to edit :S