- [Christopher] Finding new customers

means expanding the number of prospects

for your marketing efforts.

Shotgun marketing isn't effective

and you can enhance your marketing results

by importing quality data from trusted sources.

We'll use a comma-separated values file for importing data

and most people simply call them CSV files.

Let's go ahead and minimize the browser.

I've prepared my CSV file

and I put it here on my computer desktop,

and we'll be importing this into Salesforce.

Let's go ahead and have a look at it.

I'm going to resize the column

so you can see the data better.

Make sure that the names are split into separate fields

and also separate addresses into their columns,

such as street address, city,

state, postal code, and country.

Separate each unique phone number

into its own column as well.

And you'll save time if column headings

are labeled the same as the Salesforce field names.

That way, Salesforce can automate

recognizing the field mappings.

And you should use a template,

that'll make things faster.

Please also know that you're limited to 50,000 records

per import file.

Let's head back over to Salesforce

and we'll go ahead and import this file.

We'll need to be signed in

and we're starting from the Home tab.

Let's go ahead and click on Leads.

Now, here on the Leads tab,

you'll see an Import option

over here on the right-hand side.

Now, we can also find this option

on the Accounts and Contacts tabs as well.

Let's go ahead and click on Import.

Now, this launches the Data Import Wizard.

We're importing in the leads,

so over here on the left-hand side, let's select Leads.

And then we'll be adding new records,

so let's click that option as well.

And let's scroll down.

We don't want to be swimming in duplicate data,

so we'll have the Import Wizard prevent duplicates

from being introduced into the system

using the lead record name

as the field for checking duplicates.

And that's right here, use the pull down.

Now, let's go ahead and assign our lead source,

so we know where the leads are coming from.

Experienced marketing professionals

know the value of tracking and measuring lead sources.

Now, let's locate the CSV file on the computer.

I'll go ahead and click on the CSV option

and I'll go ahead and click Choose File.

Now this file is on the computer desktop.

So, we need to find it by using this pull down here

to select All Files and we'll see the Leads to Import file.

Then, we'll select it and we'll click Open.

Now, let's click Next.

Because the names in each column heading of my CSV file

match exactly to the Salesforce field names,

all of the field mappings

have been completed for me automatically.

Now, if the columns on your CSV are named differently

than the standard field names in leads,

you'd need to map them manually.

Now, let's go ahead and click Next.

Everything looks good,

so we'll go ahead and click Start Import.

Importing records into Salesforce saves you time and money

since data does not have to be rekeyed.

(upbeat electronic music)