How to make Salesforce compatible CSV file from an Excel spreadsheet.


While Data Migration from external system to salesforce many of us face this issue.
Just follow these steps and create salesforce compatible CSV files in minutes.

  1. Open spreadsheet in Microsoft Excel.
  2. Click on Save As which will open a dialog box.
  3. In Save as type dropdown select CSV(Comma delimited).
  4. Click on Tools button on same dialog box and select web options.
  5. In newly opened dialog box select Encoding tab and select Unicode(Big-Edian) from drop down list.
  6. Click ok.
  7. click save.
  8. Voila the CSV file is ready.

Hope this will help.

About the author

Krishna Kabra
By Krishna Kabra