SimpleImport: Accessing the solution

How to access SimpleImport in Salesforce CRM

With SimpleImport now installed in your organization, the first thing you’ll want to do is access the application.

  • Go to App Launcher and type SimpleImport.
  • Under Items, select SimpleImport.

Once SimpleImport has been selected, the application will begin to load.

Note: If you do not see SimpleImport under items, ensure your administrator has provided you with a license for the product and given your profile access to the SimpleImport tab. If you continue to face issues, speak with your system administrator.

Back to the SimpleImport User Guide

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