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Define Data Loader Field Mappings
| Available in: Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions |
When you insert, delete, or update files, use the Mapping Dialog window to associate Salesforce fields with the columns of your CSV file. For more information, see Insert, Update, or Delete Data Using Data Loader.
- To automatically match fields with columns, click Auto-Match Fields to Columns. The Data Loader populates the list at the bottom of the window based on the similarity of field and column names. For a delete operation, automatic matching works only on the ID field.
- To manually match fields with columns, click and drag fields from the list of Salesforce fields at the top to the list of CSV column header names at the bottom. For example, if you are inserting new Account records where your CSV file contains the names of new accounts, click and drag the Name field to the right of the NAME column header field.
- Optionally, click Save Mapping to save
this mapping for future use. Specify a name for the SDL mapping file.
If you select an existing file, the contents of that file are replaced. Click Yes to confirm this action, or click No to choose another file.
- Click OK to use your mapping for the current operation.