 Hello, everyone. I am Sanjay Gupta. I welcome you on Sanjay Gupta Tech School. In this video, I'm going to demonstrate how you can use data import wizard tool that is available in Salesforce. And through this tool, you can insert, update and absurd records. So absurd basically means combination of insert and update. So now let's understand how we can use data import wizard in Salesforce. So if I go to the org and open the object manager, so I'm going to insert records related to account object. So here you can see I am under account and in the fields and relationships. I am copying name and putting it here. So we need to have the Excel sheet column headings as the field API, which we want to insert. So I am using account underscore underscore C, then we have annual revenue and description. So these four fields I'm going to fill and I will be using the sheet to insert data using data import wizard. So let's say name is account 101 active as yes annual revenue and description insert through data import wizard. Right, so I'm just having the same information and updating it to 201 it is let's say no annual revenue is this value and it is same. So this way I created the sheet and here I'm writing account information here also account right. So this way, like you can create the data in the Excel sheet you can have any number of columns, those are available under this fields and relationships, and you can create rows as well. There is limitation though, so I will tell you like how much records you can insert and one go. You can just click on file and download it as comma separated values, so it is being downloaded. So now let's jump here go to home and search for data import wizard. So this option is available so you can click here. And this UI will open. So it is taking the time so you can see data import wizard is available and you need to click on this launch wizard option. Now, if you want to insert your accounts through this account so they're also you will find this import option. So if you click on this import button so it will automatically open this data import wizard. And here you will see only accounts and contacts, because you clicked on the import button through accounts tab. If you come here you will see different standard objects. If you have custom objects so right now in this or we don't have any custom object, if you have, you will see the list. So from here I'm clicking on accounts and contacts. So here you can see we have three options. We can add new records we can update existing reports and we can add new and update existing records together. So first time going to select this option. And you can leave them as is these options. These are additional properties. If you want, you can select these. So right now we are creating new records so we can just ignore these and you just need to click on the CSV and choose file. So from downloads you can select this option or this file which we downloaded and click on open. So this file is chosen. Now click on next. So here you can see most of the fields are mapped automatically. Active underscore underscore C is not mapped. So here we have the CSV header, and we need to map it with Salesforce object. So if it is not mapped you can click on map. And here you can search for active and map. Right. If you want to change the mapping anytime you can click and change. If it is okay, then you can just click on next. So here you can see four fields are mapped. So before starting the import I'm going to sales application and clicking on accounts tab, and I'm selecting all accounts pinning this. So here you can see total 19 reports are available. Now I'm clicking on its start import and okay. So it will take me to the bulk data load jobs. So here we can see the status. So the operation was insert number of batches completed one. And here you can see the records process to record field zero. So everything is available. Right. So if you want to see the result so you can click on view results so it will download a CSV. If you open that. So you will see the complete detailed result. Right. So, if you if you open this file so you will be seeing, like, whether your record is successfully inserted or not, if there is any error so you will see that error message in that file. So now I'm going to this tab and clicking on the tab again so you can see total 21 records out there. So the newly created records are available here like account one zero one and account two zero one. If I open this go to details. So here you can see account name is available and will revenue is available. Active is yes and description is available here. Right. If I go back. If I open another record. So it is also having this information active is more and the revenue is different. And description is this. Right. So this way, I hope you understood how we inserted record through Excel to Salesforce. Now, second step is how to update existing records. In fact, like I already opened account two zero one. So I'm just copying this account ID from the URL. And here I'm adding one more column, labeling it as ID and pasting the ID here. So whenever you want to update existing records. So in Excel, you should have ID of your records, because you are updating existing reports. So you might be thinking, let's say we have 1000 of records so do we need to manually copy those IDs. So no, you can simply export data from Salesforce to Excel and then you can. In that export, you will be having the IDs and you don't need to manually copy those IDs. So I will show you that as well like how you can export and then change the values and then again import. So now I need to download it again. So, okay, sorry, I just pasted the ID, but I need to update some values here as well. So here you can see in description we have insert. So I'm just putting update. I'm writing this description field. So I'm downloading it one more time. So we have this file. Right. So latest download we need to use. So again, I'm just launching this wizard account and context this time I'm choosing this option update existing record. Now here we will be using these pick list so match with Salesforce ID. And here we have this checkbox like update existing account information. Yes. So if you don't check this, no update will take place. So from here, I'm choosing the file. So I'm choosing this one, which is the latest one and clicking on next. So you can see this time. Five fields are there. So we need to map this active one. Then I'm clicking on next five fields are mapped start import. Okay. Again, you can see bulk data load jobs status is available. Right. Now if you go here and open the record so in the description you can see it is now having update instead of insert. So it means the records are updating as well. So this way, I hope you understood how we can insert new records. I hope you understood how we can update existing records. Now this time I'm going to apply absurd. So this means if IDs are available so those records will be updated if IDs are not available so records will be created. So I'm going to create one new record as account 301 it's active status is yes, and the revenue is this, and here I'm writing absurd and here also I'm writing absurd. Right. So what will happen these two records will be updated, and this new one will be created. So again, I need to download it and data import wizard, clicking on launch wizard. Now, this time I'm going to choose this third option. Match with Salesforce.com ID and update existing account information. Now we need to choose the CSV file. So this is the latest one, and I'm selecting it clicking on next mapping the actor field and start import. So this is done. This time you can see number of records are processed as three. Now if I go here, click on accounts so you will see three records 301 is new, newly created. And you can see description is having absurd if I go back and open 101. So it will be having in description as absurd. So this way, the existing records updated and the one is created as new. Now, how you can export the data. So for that, you need to create report and through reports you can export the data. So I'm creating new report on account. So here I'm going to add account ID as well. So I'm adding it in the beginning. Right. And other fields are like I'm leaving them as is and saving this report. Now I'm closing it. If I go to all reports. So here it is. If I go here. So I will find this option like export. And here you have these two options. So you can export it in formatted report. And if you want to have details only so we have these these options Excel format dot cells, Excel format dot XLS X and comma delimited dot CSV. Right. So you can export it. Let's say I'm choosing this export. So it is exported. And let's say. Okay, so if I open this. So this way you will see the file. So here you can see account IDs are by default available. So if you export your report. So you can open it in Excel and you will be having all the data already available. And you can modify the values and you can maybe update or absurd whatever you want to do. So this way I hope you understood like how you can use data import wizard so that you can import update and absurd data in Salesforce from Excel or CSV file.