Insert records using Workbench #inSalesforce

Insert records using Workbench


Log in to Workbench - https://workbench.developerforce.com/login.php - When asked for Salesforce credentials provide the same

In the navigation bar, go to Data and under that select the DML operation you want to do like Insert, Update, Upsert, Delete, Undelete, Purge, etc.

Suppose you want to insert. So, select Insert. Select the Object Type, From File, select the file (make sure the file is a .csv file) you prepared to upload (make sure you have added the value of the required field else will give an error). If it's an insert operation, id not required since a new id will be created, and if any other operation id of the existing record would be required. Click Next. > Some fields will be auto-mapped, the rest you can map if required field else skip and click on the Map field, and on the next page click Confirm Insert.

If there are many records, click 'Process records asynchronously via Bulk API' to process them in batches.


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