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Import Opportunities into Salesforce

Publicatiedatum: May 22, 2026
Beschrijving

Opportunity is a standard Salesforce object that represents a potential deal or sale. Organizations with API access can import Opportunity records using the Data Loader application. Essentials Edition organizations can also use the Data Import Wizard. Before importing, prepare a CSV (comma-separated values) file with the required Opportunity fields including Name, CloseDate, StageName, and AccountId.

Oplossing

Watch the following youtube video for a step-by-step walkthrough, or follow the written steps below to import Opportunities using Data Loader.

How to Import Opportunities into Salesforce via Data Loader 

Data Loader is available in Enterprise, Performance, Unlimited, Developer, and Database.com Editions.

Professional Edition can only use Data Loader if the org is 'API enabled.'

 

  1. Watch How To Import Data into Salesforce Series to prepare a .csv (comma separated values) file. For more information, review Prepare a CSV file for an import or update in Salesforce.
  2. Open Data Loader application and click the Insert button.
  3. Log in to Data Loader using your Salesforce credentials plus the security token. Please review, Reset Your Security Token.
  4. Click on Login and Next.
  5. Select the Salesforce object (scroll down until you see Opportunity then select it).
  6. Select the file previously saved as .csv file.
  7. Click Next, then click OK.
  8. You'll have a new window with the columns from the file, click on Create or Edit Map button.
  9. Click on Auto-Match Fields To Columns.
  10. Once you have the required fields mapped, click Finish to complete the import.
Knowledge-artikelnummer

000384984

 
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Salesforce Help | Article