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Documentation

General information

  1. Introduction

  2. Security

    1. FAQ

    Documentation for admins:

    1. Creating a Mapping

      1. Data types

      2. Lookups

      3. Empty cells

    2. User Management

    Documentation for users:

    1. Importing Excel data

    2. Common errors

    Security

    When using SmartUpload, all security and permission settings from your Salesforce Org also apply to any files you want to upload.

    This means the following:

    • You will log in using your own Salesforce credentials, which remains safe in Salesforce. Smartupload only knows your Salesforce login-name, not your password.

    • Any operations towards the Salesforce Org will be done using your user permissions. This means: that for import / update / upsert operations, object-level and field-level security applies.