Import Care Plan Templates

Use Data Loader to import existing care plan templates into Salesforce and make them available to care coordinators. Data Loader is a client application that reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To access the page to download Data Loader:	Modify All Data
To use Data Loader:	API Enabled AND The appropriate user permission for the operation you are doing, for example, Create on accounts to insert new accounts

User Permissions Needed

To access the page to download Data Loader:

Modify All Data

To use Data Loader:

API Enabled

AND

The appropriate user permission for the operation you are doing, for example, Create on accounts to insert new accounts

To import existing care plan templates, create a CSV file for each of the target objects in a care plan template: care plan template, care plan problems, care plan goals, and care plan tasks. Each of the child CSV files must include the record type ID of the parent object. Make sure to include all required fields in the CSV file for each object. For a list of the fields you must include, see Create a Care Plan Template.

Import the CSV files in this order:

Care plan template
Care plan problems
Care plan goals
Care plan tasks

Check Considerations for Installing Data Loader for system requirements and other prerequisites to using Data Loader.

From Setup, enter Data Loader in the Quick Find box, then select Data Loader.
Download and configure Data Loader for the correct version of your operating system.
Open the Data Loader and click Insert.
Enter your Salesforce user name and password. Click Log in. After your login completes successfully, click Next. (Until you log out or close the program, you are not asked to log in again.)
Select name of the object to receive the imported data. If the object name does not display in the default list, check Show all objects to see a complete list of the objects that you can access.
Click Browse... and select the CSV file that contains the template information that you’re importing.
Click Next.
After the object and CSV file are initialized, click OK.
Define how the columns in your CSV file map to Salesforce fields. Click Choose an Existing Map to select an existing field mapping, or click Create or Edit a Map to create a map or modify an existing map. For more details and an example of usage, see Define Data Loader Field Mappings.
Click Next.
For every operation, the Data Loader generates two unique CSV log files; one file name starts with “success,” while the other starts with “error.” Click Browse... and specify a directory for these files.
To perform the operation, click Finish, and then click Yes to confirm.
As the operation proceeds, a progress information window reports the status of the data movement.
After the operation completes, a confirmation window summarizes your results. To view the success file, click View Successes, and click View Errors to open your errors file, or click OK to close.

Health Cloud Administration

Import Care Plan Templates