Prepare Your Data for Import
After exporting your data from Salesforce or your existing application, prepare your data before importing it.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
Preparing Contacts
Use Excel® to label the columns in your import file as specified in Field Mapping for Other Data Sources and Organization Import.
Preparing Person Accounts
When importing person accounts, use the field labels in Salesforce as the column labels in your import file.
Preparing Org Business Accounts and Contacts
When importing business accounts and contacts for your org, you must use Excel® to label the columns in your import file as specified in Field Mapping for Other Data Sources and Organization Import.
Preparing Org Leads
When importing general leads or leads for campaigns, use the import file labels specified in Field Mapping for Importing Leads.
Preparing Custom Objects
When importing a custom object, use the field labels shown on the custom object detail page in Salesforce as the column labels in your import file.
Preparing Campaign Members
When importing campaign members, use the field labels in Salesforce as the column labels in your import file.
Preparing Solutions
When importing solutions, use the field labels in Salesforce as the column labels in your import file.
You can enter HTML into the solutions you plan to import into Salesforce. However, unless your org has enabled HTML solutions, HTML tags will display in the solutions after they are imported.
For security purposes, Salesforce automatically filters all HTML solutions for potentially malicious HTML. If potentially malicious HTML is detected in an HTML solution, the potentially malicious HTML is either removed or transformed into text for users who view the HTML solution. Users can’t notice when potentially malicious HTML is removed from an HTML solution.
You can import solutions written in HTML format into Salesforce. However,
for security purposes, only the HTML tags listed below are allowed. The content of any HTML
tags not listed below is removed when saved in HTML solutions. Furthermore, the content of
all <script> and <iframe> tags, as well as all JavaScript, is removed when saved in HTML
solutions. Cascading Style Sheets (CSS) are not supported in HTML solutions.
The following HTML tags are allowed in HTML solutions imported into Salesforce:
<a>
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<dt>
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<q>
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<abbr>
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<em>
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<samp>
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<acronym>
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<font>
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<small>
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<address>
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<h1>
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<span>
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<b>
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<h2>
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<strike>
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<bdo>
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<h3>
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<strong>
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<big>
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<h4>
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<sub>
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<blockquote>
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<h5>
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<sup>
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<br>
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<h6>
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<table>
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<caption>
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<hr>
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<tbody>
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<cite>
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<i>
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<td>
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<code>
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<img>
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<tfoot>
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<col>
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<ins>
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<th>
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<colgroup>
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<kbd>
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<thead>
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<dd>
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<li>
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<tr>
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<del>
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<ol>
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<tt>
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<dfn>
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<p>
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<ul>
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<div>
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<pre>
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<var>
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<dl>
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Within the above tags, you can include the following attributes:
alt
|
face
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size
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background
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height
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src
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border
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href
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style
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class
|
name
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target
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colspan
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rowspan
|
width
|
The above attributes, which can include a URL, are limited to URLs that begin with the following:
- http:
- https:
- file:
- ftp:
- mailto:
- #
- / for relative links
