Complete the Data Import

Once your test results meet your expectations, you're ready to import all the records in your export file or files. Here are a few suggestions for importing data:
  • Consider importing data during non-working hours – If the system is live for some groups before others, this approach helps avoid confusion.
  • Give yourself some cushion for error – Don't try to import your data the day before sales training, for example.
  • Validate your data – Run key reports and display important screens to make sure all the data was imported into the fields where it belongs and in the format you want.

Click here to go directly to the Import Wizard in Salesforce.