As a Salesforce administrator, I have experience importing opportunities, accounts, and contacts from other CRM software or from one Salesforce instance to another. In this post, I am excited to share with you my experimentation and some best practices for handling the process with ease.
You’ll learn how to overcome common challenges and optimize your data for maximum impact. So, if you’re ready to take your Salesforce skills to the next level, keep reading!
What Are the Scenarios That Imply Importing Opportunities into Salesforce?
As a Salesforce administrator, I have encountered various scenarios where importing opportunities was necessary. These include:
- When the company I worked for switched from an internally-developed CRM to Salesforce. In this case, importing all opportunities to Salesforce was crucial to generate coherent and comprehensive reports on different customer accounts.
- When the company acquired another company that was already using Salesforce. Here, the goal was to import opportunities, accounts, contacts, and activities from the acquired company to the group’s Salesforce instance.
What Are the Prerequisites for Importing Data into Salesforce?
Before importing opportunities or other data into Salesforce, it is essential to have the following prerequisites:
- Review the source data and identify any required transformations and corresponding mappings before importing.
- Extract the data you want to import into an Excel file.
- Transform the fields (such as list, user, or parent account) using the corresponding IDs or API values in Salesforce.
- Install the “Data Loader tool” since the import of opportunities is not currently available through Salesforce Lightning wizards.
- Keep in mind the following important tips:
- Create a field in Salesforce to reference the external ID of the source data being imported. This will facilitate future checks and updates to the imported data.
- Ensure dates are in the correct format “m/d/yyyy”.
- Force file encoding to UTF-8
What are the steps to import opportunities into salesforce
How to Verify That Your Data Has Been Imported Correctly in Salesforce
After the import is complete, review your opportunity records in Salesforce to make sure they were created correctly and that all the information is accurate. You can also run reports to analyze your data and gain insights into your sales pipeline.
It’s important to note that importing data into Salesforce can be a complex process, and it’s always a good idea to have a backup of your data in case something goes wrong. If you’re not comfortable with the process, you may want to consider hiring a Salesforce consultant.