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Mass Import Documents into Salesforce

Publiceringsdatum: May 14, 2026
Beskrivning

This article explains how to bulk import multiple documents into Salesforce using the Salesforce Data Loader tool. This approach is useful when you need to upload a large number of files (such as PDFs, text files, or images) to a specific Salesforce Documents folder without uploading them one at a time through the UI.
Salesforce Data Loader is a client application for the bulk import or export of data. When inserting Documents, Data Loader maps CSV columns to Salesforce Document object fields and handles the file upload in a single operation.

Lösning

Create a CSV file with the following columns. The table below describes each required field:

FieldDescription
FOLDERIDThe Salesforce record ID of the folder where documents should be created
NAMEThe file name for the document
CONTENTTYPEThe MIME content type (for example, text/plain or image/jpg)
TYPEThe file extension (for example, txt, jpg, pdf)
ISPUBLICSet to TRUE or FALSE to control visibility to other users
BODYThe local file path on your computer (for example, c:\temp\image.jpg)
DESCRIPTIONA text description of the file (optional)
IsInternalUseOnlySet to TRUE to allow the file to be used in HTML (for example, logos). Defaults to FALSE

Sample CSV row:

FOLDERID,NAME,CONTENTTYPE,TYPE,ISPUBLIC,BODY,DESCRIPTION,IsInternalUseOnly
00l20000000tBTk,doc2,text/plain,txt,FALSE,c:\temp\textdoc2.txt,test text file,FALSE

To find the FOLDERID, see Locate the Unique ID of a Record in Salesforce.
Step 2 — Run the Import in Data Loader

  1. Open Data Loader.
  2. Click Insert.
  3. Click Show all Objects.
  4. Select Document in the "Select Object" list.
  5. Browse to the CSV file you created in Step 1.
  6. Click Next, then OK.
  7. Click Create or Edit Map.
  8. Click Auto-Match Fields to Columns, then click OK.
  9. Click Next, then Finish.

Data Loader processes the CSV and uploads the documents to the specified folder in Salesforce.

Knowledge-artikelnummer

000384978

 
Laddar
Salesforce Help | Article