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Salesforce Data Import Wizard Fails When Matching By Name or Email For Accounts, Contacts, Leads

Date de publication: Apr 2, 2026
Description

If you're logged in as a User without administrator access, you may experience issues updating Accounts, Contacts, and Leads when using Name or Email for matching types with the Data Import Wizard. This issue is demonstrated by an email with a body like below:

Your Leads import is complete. Here are your results:
Leads Created: 0
Leads Updated: 0
Leads Failed: 0 (We couldn’t import these due to errors) Processed job information for imported Leads: No link is available because you do not have the correct permission to manage Bulk Api jobs. 

Despite having Create, Read, Edit permission on Accounts and Contacts and/or Create, Read, Edit, Import Leads, and Manage Leads permissions on Leads with the Asynchronous Bulk API feature enabled, non admin Users are still unable to update records on the target objects.

Scenario: For example, a non-admin user with Create and Edit on Contacts attempts to import a CSV matching by Name, but all rows fail with the error shown above — even though they have the correct object permissions.

Résolution
 

Warning:
Always back up your data before performing any data operation.

See Export Backup Data from Salesforce or Export Data for more details. It is recommended to run a test with a small subset of records to ensure the operation was successful through manually opening and verifying that the corresponding records are correct in Salesforce.


This issue happens if the object's Organization-Wide Sharing Defaults settings are set to Private.

The affected User needs to have the View All Records permission on the import's target object. This can be granted through profile or a permission set.

The 'View All Records' requirement is necessary for the import processes to properly scan, locate, and update existing records when using a non-unique custom index field such as Name or Email as matching criteria. If the sharing settings are private and the importing User does not have access to the existing matching records, then the update job fails.

Ressources supplémentaires

Data Import Wizard

Numéro d’article de la base de connaissances

000386803

 
Chargement
Salesforce Help | Article