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CSV2Salesforce

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

Free  

Never requires payment

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Requires
Sales Cloud
Service Cloud
Experience Cloud

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MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
3
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Showing 8 of 8 Reviews
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Does it Support Multi-select picklist field ?

Does it Support Multi-select picklist and Percentage field ? I can't able to insert record with those field types

It doesn't work

The components always return success message despite the invalid sObject name and data file is feed to it. Would be nice if the developer can look into the error.

Hopes are being crushed

I'm trying to use this for users to easily import opportunity line items- the problem seems to be with relationships between products/pricebooks but I'm hoping it can be overcome. Any suggestions? yea, CPQ would eliminate the need, but it's not in the cards for my org

Not working for Work Orders

The upload functionality is working fine for Account object, however it is not working for WorkOrder object. After file upload it is showing - File Uploaded successfully however not creating any WorkOrder records.

Tom Noll
09/18/2024

i can't get this to work for any object

Can't access the setup guides from Australia

Hi Does anyone have the setup guides alternative link as I can't access the link provided. It says my country is being blocked. thanks

Juan Maart
Top Reviewer
05/09/2024

@Graeme Smith thank you

Graeme Smith
Ranger
05/08/2024

https://appexchange.salesforce.com/image_host/34717ca4-445c-43ea-88cc-fbcf58611b35.pdf

Need Github Source code

I would like to repurpose this component in a managed package. Can you post the link to the source code? Thanks

Graeme Smith
Ranger
05/08/2024

https://github.com/SalesforceLabs/CSV2Salesforce

Test Driveland4
12/22/2022

Hi, Any updates here? Can you post the GitHub link to the source code? Thanks

Sam Fenn
Double Star Ranger

Amazingly Simple - Huge Potential To Iterate

The potential uses for this tool are massive, and it works like a dream. I can't wait to see how it can be used on future projects!

Amit Jain
Triple Star Ranger

Able to use this in the Experience cloud without any hiccups

I was able to use this solution for our external users using Experience cloud, the solution was easy to install and easy to use. Highly recommend this solution for business that still has users using csv. Great work Jonathan!