Skip to content

The best data importer for Salesforce user, supports both Classic and Lightning!

Notifications You must be signed in to change notification settings

xgeek-net/salesforce-smart-importer

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

3 Commits
 
 
 
 

Repository files navigation

Salesforce Smart Importer

https://www.xgeek.net/salesforce/salesforce-smart-importer-chrome-extension/

The best data importer for Salesforce user, supports both Classic and Lightning!

  • 1-Drag to import any csv data in Salesforce, both Classic and Lightning.
  • Automatize reference field value to lookup Id convertion.
  • Mapping fields between sObject and CSV header only once.

Tips for using

In Classic

In Claasic, it works default on almost all of Salesforce list view, detail page and home page, no needs any setting additional.

Salesforce Smart Importer

Once mapping was set, it will automatize fileds mapping next time. You can also use reference record Name instance of Id, it will do the convertion for you, as below :

Salesforce Smart Importer

In Lightning or Community Cloud

If you are using Lightning Experience or Salesforce Community Cloud, you should login once before using by clicking Chrome Extension icon, as below :

Salesforce Smart Importer

About

The best data importer for Salesforce user, supports both Classic and Lightning!

Resources

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published