New Lightning Object Creator: Turn Spreadsheets into Salesforce Objects

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The Lightning Object Creator is finally here!

This is the Admin Tool I have been waiting for the most since I went to Dreamforce in 2018, and it is now GA (Generally Available) for everyone as of August 2019!

What is the Lightning Object Creator?

The Lightning Object Creator is a simple point-and-click tool designed to make an admin’s life easier: take a spreadsheet, and turn it into a brand new object – fields and all – with just a few clicks!

There are so many instances and use cases for this type of tool, that I could probably write pages on it, so how about a very simple example for now? You are the Admin, and the your colleague in Sales Ops would like to create a new object related to Contacts, with several new fields. He already has all of the data and structure set up in an Excel file.

Instead of going the usual way of creating the object, creating the fields, and then loading the data, let’s take a shortcut by using the new Lightning Object Creator tool.

Step 1: Create Object from Spreadsheet

In Lightning, go to Setup → Object Manager → Create

You will see that the Create button now features a drop-down arrow. We want to click on the “Create Object from Spreadsheet” option.

Step 2: Choose The Instance Type

Choose the instance type that you will be creating the object in. Since I am in a developer instance I will be using the Production login.

Step 3: Select Spreadsheet Location

Now we need to select the location of the spreadsheet. As you can see you have 3 options, your desktop, which will accept .csv or .xlsx; you can pull from Google Sheets, or you can pull from OneDrive (Office365). In my example, I am going to pull from my desktop.

Step 4: Define Object Screen

This screen is the meat of it all, so let’s break it down.

  1. This is allowing you to select whether you want the Field Names to be the names from the Column Headers, or if you want to manually configure the Field Names.
  2. Use this to tell the Creator which row contains the Column Headers.
  3. This selection allows you to decide whether to import the data simultaneously, or to wait and handle that later.
  4. This drop-down allows you to either let Salesforce decide the Record name or you can use one of the Column Headers as the Record name.
  5. If you have a lot of rows and some of them do not get mapped (see the green checkmark on the far left side of the table), then you can use the Hide mapped fields checkbox to get down to just the rows that are not mapped.
  6. This allows you to toggle the view you are in. In the screenshot above, I am in the list view – in the screenshot below, you can see what it looks like in the data view.

7. This is the actual table of the mappings of your columns to their respective names and data types – make sure you review this before proceeding.

Step 5: Configure The Object Name

Click on the Next button in the right-hand corner. This will take you to the next screen which allows you to configure the name of the object.

Step 6: Advanced Settings

Check out the Advanced Settings options for things like reporting and activity creation.

Step 7: Finishing Touches

Click Finish. The Lightning Object Creator will then go through the process of creating everything for you.

To check out your newly created object go to Setup → Object Manager and Search for your object.

That’s it, you are done! So fast, and so easy. We Admins are going to save so much time with this app – making objects is going to become a walk in the park. I can’t wait to use it!

9 thoughts on “New Lightning Object Creator: Turn Spreadsheets into Salesforce Objects

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    I tried to import a sheet that had a picklist and got an error that it could not import the data. I assume it’s the picklist that is the problem, though there is a date field as well. Any ideas?

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      Hi Neal, It’s my understanding from the documentation and from using this that it is only for creating NEW objects, not editing existing ones. The structure of the wizard does not lend itself to updating. Hope that helps.

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    Are you also able to define the Field Descriptions using this method upon creation? Object description is great, but I also insist on clean field descriptions for builds.

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      Hi Brent,

      There is no field description option to populate in the wizard, but you could go back in and update those after the fact to keep your system tidy.

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    Is there a template of how to format the spreadsheet or google sheet? I have not been able to find out how to best format the sheet yet.

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      Hi Steven,

      I would think about the data the way it is exported from a report. You want to keep the data in the columns consistent in type so that the wizard can easily identify the type. So far I have the wizard pretty responsive to just about any excel file that I have (I have tried about 4).

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