Discover the key differences between Salesforce's Files and Notes & Attachments. Learn how the modern features of Salesforce Files, including collaboration tools, version control, and enhanced search, can elevate your document management strategy.

You can easily Import Files and Attachments into Salesforce using Dataimporter.io. Simply put your files into a ZIP file, create a CSV reference file, and begin importing in minutes.

Did you know that for each record in Salesforce, there are actually two Id values. Learn the difference between the two, and why you should be using the 18 Digit Record Id for your data loading.

This checklist is designed to be a general guide for all data imports, whether you’re setting up a recurring automated data import, importing data through a Salesforce integration, or moving a large data set from Excel to Salesforce.

Whether you’re performing a Salesforce data import for purposes of migration from a legacy system to another, or you’re looking for an easy way to move data between systems on an ongoing basis, then you should consider how much manual effort goes into these tasks. Manual labour leads to human error, time wasted, and ultimately a negative Salesforce data import experience.

Follow this guide to ensure that the Data in your Salesforce Org is clean and accurate.