Add Impowr’s File Import Component to any Salesforce Lightning Page to provide users with import functionality using an activated mapping. This provides a two-click file import experience to users resulting in auditable data imports.
Step 1: Add the Component
- Go to any Salesforce Lightning Page where you would like the component to be used.
- Click the gear icon at the top-right of the page, then select Edit Page.
- In the Lightning App Builder, find the File Import (Impowr) component under Custom – Managed in the left panel.
- Drag the component onto your page layout.
Step 2: Configure the Component Settings
- Click on the component that was just added to open its settings.
- In the component settings on the right, select a Mapping Template from the dropdown. The options provided are the Developer Names from activated mappings (Mapping Template records created in the same Salesforce Org).
- Provide a title for the component, this will be Import Records by default.
- If necessary, add a Custom Record ID if you wish to use the Record ID Tag with a custom ID referenced.
- If you are debugging the tool, consider enabling Hyperlink Uploaded File Record in Toast. This provides a hyperlink to the associated Uploaded File record that is generated when a file is uploaded using the component.
Note: If the component is placed on a Lightning Record Page, the record ID of the viewed record will automatically be passed to the component if the mapping includes a Record ID Tag.
Step 3: Save the Page
- Click Save at the top-right of the Lightning App Builder to apply your changes.
Note: The Lightning Page may need to be activated and assigned in your org. Follow the necessary Salesforce Setup steps to activate and assign the page.