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Salesforce Smart Importer

https://www.xgeek.net/salesforce/salesforce-smart-importer-chrome-extension/

The best data importer for Salesforce user, supports both Classic and Lightning!

  • 1-Drag to import any csv data in Salesforce, both Classic and Lightning.
  • Automatize reference field value to lookup Id convertion.
  • Mapping fields between sObject and CSV header only once.

Tips for using

In Classic

In Claasic, it works default on almost all of Salesforce list view, detail page and home page, no needs any setting additional.

Salesforce Smart Importer

Once mapping was set, it will automatize fileds mapping next time. You can also use reference record Name instance of Id, it will do the convertion for you, as below :

Salesforce Smart Importer

In Lightning or Community Cloud

If you are using Lightning Experience or Salesforce Community Cloud, you should login once before using by clicking Chrome Extension icon, as below :

Salesforce Smart Importer