CSV2Salesforce

by Salesforce LabsSalesforceFree

Upload CSV data to insert, update, or delete records in Salesforce objects.

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PRICINGFree
DEPLOYMENTCloud
CATEGORYData and integration
UPDATED ON MARKETPLACE
CSV2Salesforce — screenshot from the Salesforce AppExchange listing

What it does

CSV2Salesforce uploads CSV files through drag and drop, using field API names as column headers and rows as record data. Users select the Salesforce object and can insert, update, or delete records; administrators can restrict the object available for upload.

Key capabilities

from the Salesforce AppExchange listing

CSV record upload

Uploads CSV files containing Salesforce field API names and record data.

Record insertion

Creates records in Salesforce objects from uploaded CSV data.

Record updates

Updates Salesforce records using CSV uploads.

Record deletion

Deletes Salesforce records through CSV uploads.

Object selection

Lets users specify the Salesforce object that receives the uploaded records.

Object access control

Allows Salesforce administrators to restrict which object can be used for uploads.

Who it's for

Salesforce administrators and users who upload records to Salesforce objects.

How it compares

Data Upload for Non- Tech User supports CSV insert, upsert, update, and delete operations, stores CSV backups in the org, offers rollback, and supports scheduled uploads, while CSV2Salesforce provides insert, update, and delete through a drag-and-drop upload. Data Upload for Non- Tech User lists uploads of up to 50,000 records and profile and app-user permissions; CSV2Salesforce states that users need create permission on the object and do not need API Enabled permission.

NamePricingDeploymentUpdated
CSV2Salesforcethis pluginFreeCloud
Simple S3FreeCloud

In the catalog

245 plugins in Salesforce Platform · Data and integration

Price distribution: 101 free, 26 freemium, 118 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«CSV2Salesforce is a free solution designed to optimise the user experience by allowing quick and easy insert, update or delete of records. Generate records for any of your Salesforce objects with ease, via a drag and drop CSV upload. No need to give users too many permissions for this task! This solution allows you to …»

Official marketplace listing

Publisher
Salesforce Labs
Updated on marketplace
Facts verified