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CSV Data Management Editions and Permissions
Review the supported products and editions for CSV Data Management. Then, learn how your product handles permissions and how to assign them.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions in Automotive Cloud |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Experience Cloud |
| Available in: Enterprise, Unlimited, and Developer Editions in Manufacturing Cloud |
| Available in: Enterprise, Performance, and Unlimited, and Developer Editions in Net Zero Cloud |
| Available in: Enterprise and Unlimited, and Developer Editions in Nonprofit Cloud |
| Available in: Enterprise, Unlimited, and Developer Editions with a Revenue Lifecycle Management license in Sales Cloud and Service Cloud |
| Available in: Enterprise, Unlimited, and Developer Editions with Unified Catalog |
Required Permissions
Access to these permission sets and permissions depends on the products and licenses in your org. Assign these permission sets to your users based on their needs.
| Permission Set | Included User Permission | Available In These Products | Description |
|---|---|---|---|
| CSV Basic Data Import | Basic CSV Data Import |
|
Import CSV data into a single Salesforce object in one process. |
| CSV Advanced Data Import | Advanced CSV Data Import | Import CSV data into multiple Salesforce objects simultaneously. |
Don't see your product here? Contact your account executive for more information. Or look for a permission set that includes the user permissions. To see what’s included in a permission set, click View Summary on the permission set’s detail page in Setup. Review your cloud’s documentation, too.
After you assign the permission set to users, you must manually make the CSV file import option visible in existing orgs.
Customizing Permissions
If you customize this feature, for instance by adding fields, create a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the default permission set in addition to your custom permission sets. This approach ensures users always have the latest default permissions, and is an alternative to cloning permission sets.
