You know that you have way too many contacts piled up in your Salesforce that you often tend to get lost among them. It might seem unmanageable, but with the right tools it can be maintained efficiently. Aiming to create a better experience for the users, Salesforce Lightning Experience comes with some neat tools that’ll help you straighten out things.
Also Read: The Simplest Guide To Setup Contacts in Salesforce Lightning
In this post, we will be covering 3 tools that will help you seamlessly import and export Salesforce Lightning contacts.
Let’s start by importing contacts in Salesforce.
Import My Accounts & Contacts Wizard In Salesforce
This wizard has a large collection of data sources that can be launched directly inside Salesforce Lightning. With this, you can either import your contacts from an app, like Gmail, Outlook, LinkedIn, etc. or upload the contacts file to your Salesforce in a generic CSV format.
Another neat functionality of this wizard is its effective mechanism to avoid duplication. This is done by checking for duplicate email addresses that may exist in the CSV file while uploading.
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Importing Salesforce Lightning Contacts Using Data Import Wizard
Data Import Wizard is a tool that allows you to import common standard objects like contacts, leads, accounts, etc. It can import up to 50,000 records at a time.
Unlike the earlier method, this tool requires you to specify the configuration parameters, data sources and field mappings for the import file.
Here’s the walkthrough which will guide you through importing contacts on Salesforce Lightning using Data loader.
Note: In both of the aforementioned methods, the number of records that you can import, depends upon your user permissions, and the storage limits of your organization.
Exporting Salesforce Lightning Contacts Using Data Export
This is another option that is available under Data in Salesforce Lightning’s Setup Home. The Data Export option allows you to export multiple data files. This is helpful when you need to share your lists with a colleague or even backup your Salesforce files when needed.
The following walkthrough will show you how you can export Salesforce Lightning contacts quickly.
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