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Set Up and Maintain Your Salesforce Organization
What permissions do I need to import records?

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What permissions do I need to import records?

You need different permissions to import records with Data Loader and Data Import Wizard.

Data Loader

Importing records with Data Loader requires these permissions.

  • “Read,” “Create,” “Edit,” and “Delete” on the objects
  • “API Enabled”
  • “Bulk API Hard Delete” (only if you configure Data Loader to use Bulk API to hard-delete records)

Data Import Wizard

Import Option User Permissions Needed
To import accounts and contacts that you own via the Data Import Wizard:

Import Personal Contacts
To import accounts and contacts owned by others via the Data Import Wizard:

Modify All Data
To import leads via the Data Import Wizard: Import Leads
To import custom object data via the Data Import Wizard:

Import Custom Objects

AND

Create on the custom object
To import solutions via the Data Import Wizard: Import Solutions
To add or update campaign members via the Data Import Wizard:

Marketing User selected in your user information

AND

Read on contacts OR Import Leads

AND

Edit on campaigns
To add contacts that you own to a campaign via the Data Import Wizard:

Marketing User selected in your user information

AND

Create on accounts

AND

Read on contacts

AND

Edit on accounts and campaigns

AND

Import Personal Contacts
To create contacts that you own and add them to a campaign via the Data Import Wizard:

Marketing User selected in your user information

AND

Create on accounts

AND

Read on contacts

AND

Edit on accounts and campaigns

AND

Import Personal Contacts
To add contacts owned by others to a campaign via the Data Import Wizard:

Marketing User selected in your user information

AND

Create on accounts

AND

Read on contacts

AND

Edit on accounts, contacts, and campaigns

AND

Modify All Data
To create contacts owned by others and add them to a campaign via the Data Import Wizard:

Marketing User selected in your user information

AND

Create on accounts

AND

Read on contacts

AND

Edit on accounts, contacts, and campaigns

AND

Modify All Data
To add existing leads to a campaign via the Data Import Wizard:

Marketing User selected in your user information

AND

Edit on campaigns

AND

Import Leads
To create leads and add them to a campaign via the Data Import Wizard:

Marketing User selected in your user information

AND

Edit on campaigns

AND

Import Leads
To add person accounts that you own to a campaign via the Data Import Wizard:

Create on accounts

AND

Edit on accounts

AND

Import Personal Contacts
To create person accounts that you own via the Data Import Wizard:

Create on accounts

AND

Edit on accounts

AND

Import Personal Contacts
To add person accounts owned by others to a campaign via the Data Import Wizard:

Create on accounts

AND

Edit on accounts and contacts

AND

Modify All Data
To create person accounts owned by others via the Data Import Wizard:

Create on accounts

AND

Edit on accounts and contacts

AND

Modify All Data
Important
Important Salesforce has replaced the individual import wizards for accounts, contacts, and other objects with the Data Import Wizard. Individual import wizards open in small windows, while the Data Import Wizard opens in a full browser with dataimporter.app at the end of the URL. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. The options you see depend on your permissions.
 
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