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Set Up and Maintain Your Salesforce Organization
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            What permissions do I need to import records?

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            3. Set Up and Maintain Your Salesforce Organization

            What permissions do I need to import records?

            You need different permissions to import records with Data Loader and Data Import Wizard.

            Data Loader

            Importing records with Data Loader requires these permissions.

            • “Read,” “Create,” “Edit,” and “Delete” on the objects
            • “API Enabled”
            • “Bulk API Hard Delete” (only if you configure Data Loader to use Bulk API to hard-delete records)

            Data Import Wizard

            Import Option User Permissions Needed
            To import accounts and contacts that you own via the Data Import Wizard:

            Import Personal Contacts
            To import accounts and contacts owned by others via the Data Import Wizard:

            Modify All Data
            To import leads via the Data Import Wizard: Import Leads
            To import custom object data via the Data Import Wizard:

            Import Custom Objects

            AND

            Create on the custom object
            To import solutions via the Data Import Wizard: Import Solutions
            To add or update campaign members via the Data Import Wizard:

            Marketing User selected in your user information

            AND

            Read on contacts OR Import Leads

            AND

            Edit on campaigns
            To add contacts that you own to a campaign via the Data Import Wizard:

            Marketing User selected in your user information

            AND

            Create on accounts

            AND

            Read on contacts

            AND

            Edit on accounts and campaigns

            AND

            Import Personal Contacts
            To create contacts that you own and add them to a campaign via the Data Import Wizard:

            Marketing User selected in your user information

            AND

            Create on accounts

            AND

            Read on contacts

            AND

            Edit on accounts and campaigns

            AND

            Import Personal Contacts
            To add contacts owned by others to a campaign via the Data Import Wizard:

            Marketing User selected in your user information

            AND

            Create on accounts

            AND

            Read on contacts

            AND

            Edit on accounts, contacts, and campaigns

            AND

            Modify All Data
            To create contacts owned by others and add them to a campaign via the Data Import Wizard:

            Marketing User selected in your user information

            AND

            Create on accounts

            AND

            Read on contacts

            AND

            Edit on accounts, contacts, and campaigns

            AND

            Modify All Data
            To add existing leads to a campaign via the Data Import Wizard:

            Marketing User selected in your user information

            AND

            Edit on campaigns

            AND

            Import Leads
            To create leads and add them to a campaign via the Data Import Wizard:

            Marketing User selected in your user information

            AND

            Edit on campaigns

            AND

            Import Leads
            To add person accounts that you own to a campaign via the Data Import Wizard:

            Create on accounts

            AND

            Edit on accounts

            AND

            Import Personal Contacts
            To create person accounts that you own via the Data Import Wizard:

            Create on accounts

            AND

            Edit on accounts

            AND

            Import Personal Contacts
            To add person accounts owned by others to a campaign via the Data Import Wizard:

            Create on accounts

            AND

            Edit on accounts and contacts

            AND

            Modify All Data
            To create person accounts owned by others via the Data Import Wizard:

            Create on accounts

            AND

            Edit on accounts and contacts

            AND

            Modify All Data
            Important
            Important Salesforce has replaced the individual import wizards for accounts, contacts, and other objects with the Data Import Wizard. Individual import wizards open in small windows, while the Data Import Wizard opens in a full browser with dataimporter.app at the end of the URL. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. The options you see depend on your permissions.
             
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