How Do I Import Contact Roles into Salesforce?

You can import contact roles into Salesforce using the Data Import Wizard. This tool allows you to upload a CSV file containing your contact role data and map it to the corresponding Salesforce fields.

Here's how you can do it:

1. Prepare your CSV file:
   • Create a CSV file with the following columns:
     • ContactId: The unique identifier for each contact.
     • AccountId: The unique identifier for the account associated with the contact.
     • Role: The contact role for the contact.
   • Ensure that the data in each column is accurate and consistent.
2. Navigate to the Data Import Wizard:
   • Go to Setup in Salesforce.
   • Search for Data Import Wizard.
   • Click on Data Import Wizard.
3. Select the Data Source:
   • Choose CSV as your data source.
4. Select the Data Type:
   • Select Contact Roles as the data type.
5. Upload your CSV file:
   • Click Choose File and select your CSV file.
6. Map the Fields:
   • Map the columns in your CSV file to the corresponding Salesforce fields.
   • Ensure that the fields are mapped correctly.
7. Import the Data:
   • Review your mapping and click Start Import.
   • The Data Import Wizard will import your contact roles into Salesforce.

Example:

Let's say you have a CSV file with the following data:

After mapping the fields and importing the data, Salesforce will create two new contact roles:

• Sales Manager for the contact with ID 003280000046sK4AAE associated with the account with ID 001280000046sK4AAE.
• Marketing Director for the contact with ID 003280000046sK5AAE associated with the account with ID 001280000046sK5AAE.

Practical Insights:

• Before importing, ensure your CSV file meets the specific requirements outlined in the Data Import Wizard.
• Double-check your field mappings to avoid errors.
• You can review the import results and make any necessary corrections.