In this article, we will discuss how to create a custom object in Salesforce from a spreadsheet.

In order to start this process, we will navigate to Setup and then Object Manager from the ribbon bar.  From there we will select the Create drop-down and choose Custom Object From Spreadsheet.

Salesforce will require you to authenticate via oAuth if you have not done a load via Spreadsheet before.  The authentication screen will look like this.

Once you click the Allow button you will be presented with 3 options to conduct the object load.  The first is dragging and dropping a file into the browser.  The second option is to use Google Sheets and the third option is to use Office 365 to link a spreadsheet for your Object load.

 

Select File and Map Custom Object Values

In this scenario, I have chosen the first option to create the custom object in Salesforce.  After you select your file, the import wizard will attempt to map values to fields.  You do have the option to edit if the values do not match what you are expecting to see.

 

After confirming the fields and values, you will then be asked to define the object definitions just as you would if you were creating an object manually.  This step includes things such as plural value and API name.

Once the import is finished the results display on the wizard page.  This is what the success screen will show after the import is completed.

 

Using the Salesforce import wizard for object creation is a way for Admins and consultants to save time and increase efficiency when building out a new Salesforce org or making changes to any existing instances.  It also allows you to create multiple spreadsheets ahead of time for review with your client to ensure that there are no data errors prior to the import and creation of a new Salesforce object.

 

For additional, helpful Salesforce information, check out one of my other posts, “Salesforce Shortcuts and Tips.”

Additional Resources

• Salesforce Help: Create a Custom Object from a Spreadsheet in Lightning Experience

Cover Photo by Microsoft 365 on Unsplash