Who doesn’t love a useful shortcut that saves time and energy?
Especially when it’s a very effective one. We believe that this new tool from Salesforce will soon enter every admin’s list of favourites. In essence, the Lightning Object Creator allows you to turn spreadsheets into Salesforce objects with just a few clicks.
So, rather than creating the object, creating the fields, and then loading the data from the spreadsheet, you can take a quick and easy shortcut and let the app create everything for you.
Any spreadsheet document, including Microsoft Excel, Google Sheets, and comma-separated value (.csv) files can be turned into objects. The benefit of this tool becomes evident when we consider the data silos that get created with piled-up spreadsheets. Not to mention the time factor, this app lets you turn a process that usually takes hours to complete, into a task that only takes a few minutes and three simple steps.
Therefore, without any further ado, let’s dig into the app by showing you how to use it.
How to use the new Lightning Object Creator
First, head to the Create button on the Object Manager page in Setup inside your Lightning instance. There you will discover the “Create Object from Spreadsheet” option.
Then, upload an Excel or CSV file or choose a file using one of Salesforce’s integrations with Microsoft Office 365 and Google Cloud.
When the Lightning Object Creator populates the necessary fields, you will see a mapping screen.
Here, you can adjust the field name and field type as needed. Otherwise, you can leave them as they are.
The final step is defining the object’s features, such as the name of the object. You can also use the advanced features to enable Chatter for the object, reporting or search.
Once you set everything as you want, click finish and let the Lightning Object Creator do its magic. If you would like to inspect your work, you can do so by searching for the new object from the Object Manager page in Setup.
Starting from August 2019 you can access Lightning Object Creator in Lightning Experience and Contact, Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.