Monday, May 11, 2015

Simple Install SimpleImport in Salesforce.

SimpleImport is a cloud based application developed by Provenworks. It is used to import excel files by just using web browser. SimpleImport allows any users to quickly and easily import files in Salesforce. SimpleImport is available for all Salesforce Edition. SimpleImport comes with two edition: SimpleImport Free and SimpleImport Premium. One of the best features of SimpleImport, when you import data into Salesforce, SimpleImport has a capability to undo the import from the Salesforce. Using this application you import data for 2 objects at a time.

For Example: CSV contains Accounts and Contacts. You can import accounts and contacts at the same time. Whereas when we use data loader we first import account and then contacts.

SimpleImport can be searched and downloaded from Salesforce AppExchange. Get It Now.
                                                                                                               
Select “Log in to the AppExchange”.

Select “Install in production” if you want to install SimpleImport in production or developer edition.

Verify the information, select the checkbox and click “Confirm and Install”. Then enter the Salesforce credentials where you want to install SimpleImport.

Select “Admins Only” or “All Users” or “Specific Profiles” as desired and Install. Once the installation is finished system administrator will receive confirmation email.

SimpleImport has been installed in Salesforce.

6 comments:

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