#SalesforceSpring23 – Import Contacts and Leads with a Guided Experience

#1MinuteTip #SalesforceSpring23 Give sales reps access to a guided process to import contacts and leads using a sample CSV file and a simple data-mapping interface.

The new import option provides users who have permission to import data a choice about how to import data based on the features they have permission to use. Users that need a more robust data import experience still have access to import tools they previously used.

This option seems to be available in Professional and Enterprise editions with the Sales Cloud. I did not see this option in the Developer Edition Org.

Product Area: Sales -> Core Sales Features

Import Lead and Contact with Guided Experience
Image Source: Salesforce Spring ’23 Release Note Article

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click here

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