salesforce - Poken

Step 1

Launch Salesforce and from "Contacts" tab" click on "Import My Accounts&Contacts"

Step 2

An "Import Wizard for My Contacts" opens. Click on "Start the Import Wizard" to start importing your contacts

Step 3

Another "Import Wizard" opens where you will have to choose your Data Format. Both "Microsoft Outlook" and "Other Data Source" will work, but we recommend "Microsoft Outlook" as this is what we are going to use as default Field Format for our CSV.

Then click on Next.

Step 4

An "Import Wizard" window opens where you'll have to choose the CSV file you want to import. Click on "Browse" - an explorer window will open and you have to select the desired file. Then click on "Import now".

Step 5

Finally a last window opens where you can see the numer of accounts and contacts created. To finalize the Import click on "Finish"

Collect people and things with a touch