Create a Custom Object from a Spreadsheet in Lightning
Experience
Use custom objects to track and store data that’s unique to your organization. If you
prefer not to create a custom object and its fields manually, you can use a spreadsheet to add the
object and its fields and populate all its record data.
Required Editions
Available in: Lightning Experience
Available in: Contact Manager, Group, Professional,
Enterprise, Performance, Unlimited, and Developer
Editions
User Permissions Needed
To create and edit custom objects:
Customize Application
Note Although it’s available in Professional Edition, this feature uses API. To use this
feature, Professional Edition orgs must have the API add on enabled. To enable the API add on,
contact your Account Executive.
You can create a custom object from a spreadsheet in two places: in Setup, or from the
Navigation Items tab inside a Lightning app’s settings.
In Setup, go to Object Manager, then click Create | Custom Object from Spreadsheet.
Alternatively, navigate to the Navigation Items tab inside a Lightning app.
In Setup, enter App in the Quick Find box, then select
App Manager.
Next to the app you want to add the custom object to, click , and select Edit.
Click Navigation Items.
From the Available Items list, click Create | Custom Object from Spreadsheet.
Follow the wizard steps to import your custom object data from an .xlsx file, a .csv file,
or a Google sheet.
Salesforce detects object field labels from the spreadsheet row that you specify.
All fields must be mapped to create the custom object. Skipping the import step creates an
empty custom object that uses the fields in the spreadsheet as a template. When you finish
creating the object, a custom tab is created for it. The object appears in the list of
available items for your app. If you imported field data, your object is ready to go with fully
populated records.
If you don’t want your users to see the new custom object right away, in the Object Manager
in Setup, set its deployment status to In Development. This setting hides the object from users
while you’re designing and testing it.
When you’re ready for your users to see the new custom object, add it to your app’s
Selected Items list.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
