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CSV2Salesforce

By Salesforce Labs

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

Free  

Never requires payment

Try It
Requires
Sales Cloud
Service Cloud
Experience 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!

  • CSV2Salesforce

  • CSV2Salesforce Demo

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
CSV2Salesforce/CSV2Salesforce 2.0.0
Listed On
08/12/2021
Latest Release
02/21/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/11/2021

Additional Details

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).

Need help?

Salesforce Labs

San Francisco, CA, USA

Support is limited as this component is built on volunteer based time. Support can be provided in terms of simple debugging but this solution is largely unsupported unless employee free time permits.

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