0

I have limited experience with the Data Import Wizard but I'm curious if it allows me to create new accounts and contacts from a single csv import.

Rather then importing accounts from a csv, capturing the new SFDC accountID, updating the contacts csv file with the accountID and importing the contacts csv.

Can that be consolidated into a single csv with account and contact fields and imported through the data import wizard?

0

Yes, the account and contact import wizards can create and update accounts and contacts in a single pass. There are two types of wizards, one for administrators for all users, and one for regular users with permission to import records under their ownership only.

| improve this answer | |

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.