CSV2Salesforce
By Salesforce Labs
- Rating
- 3.0
- Reviews
- 8
- Pricing
- Free
- Listed since
- 2021
About CSV2Salesforce
Create Salesforce records easily with speed without giving keys to your org
CSV2Salesforce is a free solution designed to optimise the user experience by allowing quick and easy insert, update or delete of records.
Generate records for any of your Salesforce objects with ease, via a drag and drop CSV upload. No need to give users too many permissions for this task!
This solution allows you to populate a CSV file with your field APIs as column headers and the rows as the record data.
Drag and drop/upload your CSV, state which object you wish to upload and away you go! (Salesforce admins, you can lock which object is used if you really want too!)
- NEW V2 INCLUDES UPDATE AND DELETE OPERATIONS
#BetterTogether The Salesforce ecosystem works better when we work together and the same can be said for our apps.
Here are a list of apps that may work well with this solution:
- Kickboard - Learn to Swim in the Digital World - A guide for you to think through problems, opportunities, and next steps using design thinking.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000PGZKjEAP).
Highlights
- Users can upload records to any object they have permission on! Only require users to have create permissions to the object - No need for API Enabled.
- Simple, easy to use UI!
- No more requesting your Salesforce admin for help.
Screenshots
Image 1 of 6
Pricing
Free.
Compatibility
- Requires
- Sales Cloud
- Service Cloud
- Experience Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 11, 2021
- Languages
- English