Selecting an object and enabling core import settings is the first step required when creating a mapping from a template.
Step 1: Start the Mapping Process
- Click on Import to Salesforce on an uploaded template to start the mapping process.
Step 2: Choose the Object
- Use the Master dropdown to select the object you want to import data to (e.g. Contacts).
Step 3: Optional Import Settings
- If data is being imported to Leads, Contacts, or Cases; optional settings will become available.
- Import to Campaign
- Associate Leads or Contacts to an active Salesforce Campaign.
- Use Assignment Rules
- Assign imported Leads or Cases to owners using the Assignment Rules configured in Salesforce.
Note: Load mapping is utilised to edit an existing mapping and should not be used when creating a new mapping.
Step 4: Choosing the Import Type
- To continue on to choosing the import type (insert, update, upsert), select Next.