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CSV2Salesforce

Create Salesforce records easily with speed without giving keys to your org

Overview

Generate records for any of your Salesforce objects, with ease via a drag and drop CSV upload. No need to give users too many permissions for this task!

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See How CSV2Salesforce Works

  • Users can upload records to any object they have permission on! Only require users to have create permissions to the object - No need for API Enabled.

  • Simple, easy to use UI!

  • No more requesting your Salesforce admin for help.

CSV2Salesforce is a free solution designed to optimise the user experience by allowing quick and easy insert, update or delete of records. Generate records for any of your Salesforce objects with ease, via a drag and drop CSV upload. No need to give users too many permissions for this task! This solution allows you to populate a CSV file with your field APIs as column headers and the rows as the record data. Drag and drop/upload your CSV, state which object you wish to upload and away you go! (Salesforce admins, you can lock which object is used if you really want too!) *NEW V2 INCLUDES UPDATE AND DELETE OPERATIONS #BetterTogether The Salesforce ecosystem works better when we work together and the same can be said for our apps. Here are a list of apps that may work well with this solution: * Kickboard - Learn to Swim in the Digital World - A guide for you to think through problems, opportunities, and next steps using design thinking. https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000PGZKjEAP).

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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