Field Mapping for Importing Leads
To improve the accuracy of your import, label the columns in your import file to match the Salesforce Lead fields. When you import the leads, the Data Import Wizard maps the fields in your import file
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Import File Label | Salesforce Lead Field |
|---|---|
| Annual Revenue | Annual Revenue |
| City | City |
| Company | Company |
| Country | Country |
Currency ISO Code Note: Use this field only for orgs that use multiple currencies; see Rules for Importing Multiple Currencies. |
Lead Currency |
| Description | Description |
The Data Import Wizard verifies email addresses in the form of jsmith@acme.com. |
|
Email Opt Out Use “1” to indicate that the user opts out. Use “0” to indicate that the user wants emails. |
Email Opt Out |
| No. of Employees | No. of Employees |
| Fax | Fax |
Full Name or First Name & Last Name (Note: When importing lead names, use either Full Name or First Name and Last Name, but not both.) |
First Name and Last Name |
| Industry | Industry |
Lead Division Note: Do not specify this field if you assign the division using the dropdown list in Step 1 of the Data Import Wizard. If you do not map this field or use the division dropdown list, the division is set to the record owner’s default division for each record. |
Lead Division |
Lead ID Note: Record IDs are case-sensitive and must not be changed. |
Lead ID |
Lead Source Note: Do not specify this field if you assign the same lead source to all leads on the first page of the Data Import Wizard. The Lead Source dropdown lists all active lead source picklist values. |
Lead Source |
| Lead Status | Lead Status |
| Mobile Phone | Mobile |
| Phone | Phone |
| Postal Code | Postal Code |
| Rating | Rating |
Record Owner Note: You do not need this field if you assign ownership using a lead assignment rule. When you import records by Salesforce record ID, this field is ignored. |
Lead Owner |
| Salutation | Added to beginning of First Name |
| State | State |
Status |
Status (in the Campaign History related list of a lead) |
| Street 1 | Address |
| Street 2 | Address |
| Street 3 | Address |
| Title | Title |
| Website | Website |
If you include record types in this list, the Data Import Wizard uses the record owner’s default record type when creating new records. For existing records, the Data Import Wizard does not update the record type field.
If you use assignment rules, the Data Import Wizard uses the new owner’s default record type when creating new records. When the assignment rules assign the record to a queue, the queue owner’s default record type is used.
