Starter Suite: How to Import Data & Contacts | Setup Tutorial
A CRM is only as good as the data inside it. In this Salesforce Starter Suite tutorial, learn the fastest ways to import your data so you can stop working from spreadsheets and start selling.
Whether you want to sync directly from your email or upload a CSV file, this guide walks you through the simple tools available in Starter Suite to get your Accounts, Contacts, and Leads into the system. You will also learn when to use the standard import wizard versus when to use advanced tools like Dataloader.io for other objects.
What You'll Learn in This Starter Suite Tutorial:
Import Options: Choosing between connecting Gmail/Outlook or uploading a spreadsheet.
CSV Uploads: How to map your spreadsheet columns to Salesforce fields.
Data Prep: Why you should create custom fields before importing unique business data.
Advanced Data: When to use Dataloader.io for importing Opportunities or Cases.
TIMESTAMPS
0:00 – Why Importing Data is Critical
0:13 – Options for Importing Accounts, Contacts, & Leads
0:28 – Option 1: Syncing Gmail or Outlook
0:37 – Option 2: Importing from a CSV Spreadsheet
0:51 – Mapping Your Data Fields
1:12 – Tip: Create Custom Fields Before Importing
1:45 – Importing Cases & Opportunities with Dataloader.io
RESOURCES & LINKS
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Start Your Free Trial Today: https://www.salesforce.com/small-busi...
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