Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
CSV2Salesforce
Create Salesforce records easily with speed without giving keys to your org
- Requires
- Sales CloudService CloudExperience Cloud
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!

Watch Video

Watch Video
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 8 of 8 Reviews
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.
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
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
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!
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!
i can't get this to work for any object