File Import - Lead Data

Navigator>Setup and Maintenance> Overview> Go to Task

Search with “Manage File Import Activities”

Click 'plus' create new button/icon

 Enter the New Name in the 'Name' field

Select 'Lead' as the Object

Upload File to the 'File Name' field from the desktop

After entering necessary information click Next “Map Fields”> next.

Based on our requirement, 'Schedule' it for import.

 Review it and click on 'Activate'

The initial status will show as 'Scheduled'. 

After a period of time, the status will show 'Base table upload in progress'. 

Once the table is updated, the status will show up as 'Completed'.

Navigator>Sales Dashboard under Sales

4 leads are imported to the cloud system.

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