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

CSV2Salesforce

Image 1 of 6

CSV2Salesforce

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