Try It Out: Use the Import Wizard

Now, let's walk through the process of importing position records using the Import Wizard and the Positions.csv file you downloaded.

1. From Setup, click Data Management | Import Custom Objects.
2. Click Start the Import Wizard!. The Import Wizard appears.
3. Select Position for the type of record you're importing, and click Next.
4. Choose Yes to prevent duplicate position records from being created as a result of this import. Accept the other defaults for matching, and click Next.
5. Select None for the record owner field. We didn't include a User field in the CSV file to designate record owners. The Import Wizard assigns you as the owner of all new records.
6. Choose the Hiring Manager lookup relationship field so you can link position records with existing User records in the Recruiting app, and click Next.
7. Select Name as the field you want to match against as the Import Wizard compares Hiring Manager names in your import file with User names in the system, and click Next.
8. Click Browse and find C:\recruiting\Positions.csv. Click Next.
9. Use the drop-down lists to specify the Salesforce fields that correspond to the columns in your import file. For your convenience, identically matching labels are automatically selected. Click Next.
10. Click Import Now!
11. Click Finish.

Use the following table to repeat the import process for candidate records. You'll notice the wizard skips the two steps about lookup relationship field matching—because the Candidate object doesn't have any lookup relationship fields, the Import Wizard automatically leaves those steps out.

Finally let's do it one more time for job application records. In this iteration, we're going to make use of the Email field, an external ID on the Candidate object, to match up job applications with the correct candidate records.

Great! While the files are importing, you can from Setup, click Imports or Monitoring | Imports to check on their status.

Once the import operations have completed, return to the Positions, Candidates, or Job Applications tab and click Go! next to the View drop-down list. You'll see a list of all the new records you just imported.

We've just added a bunch of data to our app without a lot of work. In the next chapter, we'll take a look at all the ways we can control access to this data using the built-in tools of the platform. We'll get into the nitty-gritty about security, sharing rules, permissions, roles, and profiles.