Web CSV import in Salesforce

Watch a recorded CSV import flow inside Salesforce on desktop web. Every screen and interaction is captured step by step — see exactly how Salesforce designs the CSV import experience for web users.

Business, CRM

Salesforce is a leading customer relationship management (CRM) platform designed to streamline business operations across sales, service, marketing, and commerce. It offers an integrated suite of tools, including AI-powered solutions and real-time data analytics, that enable businesses to foster stronger customer relationships and enhance productivity. With features like customizable dashboards and the Customer 360 view, Salesforce connects teams, providing a comprehensive and collaborative approach to managing customer journeys.

Save
download icon Download all screens
  • Web
Showing 25 Flows
Video preview
In this video
  • Home
  • Contacts
  • Import CSV
  • Upload file
  • Select file
  • Map fields
  • Options
  • Error
  • Confirm import
  • Import in progress
  • Import complete
  • Contacts
  • Filters
  • Filtered results
CSV import 15 Screens
CSV import screenshot
Home
CSV import screenshot
Contacts
CSV import screenshot
CSV import screenshot

Sign up to unlock this user flow

Try 3 Days
Import CSV
CSV import screenshot

Sign up to unlock this user flow

Try 3 Days
Upload file
CSV import screenshot

Sign up to unlock this user flow

Try 3 Days
Select file
CSV import screenshot

Sign up to unlock this user flow

Try 3 Days
Map fields
CSV import screenshot

Sign up to unlock this user flow

Try 3 Days
Options
CSV import screenshot

Sign up to unlock this user flow

Try 3 Days
Error
CSV import screenshot

Sign up to unlock this user flow

Try 3 Days
Confirm import
CSV import screenshot

Sign up to unlock this user flow

Try 3 Days
Import in progress
CSV import screenshot

Sign up to unlock this user flow

Try 3 Days
Import complete
CSV import screenshot

Sign up to unlock this user flow

Try 3 Days
Contacts
CSV import screenshot

Sign up to unlock this user flow

Try 3 Days
Filters
CSV import screenshot

Sign up to unlock this user flow

Try 3 Days
Filtered results
Unlock 25 hidden flows

Log In or Sign Up to See All
Salesforce Flows

  • Home
  • Contacts
  • Import CSV
  • Upload file
  • Select file
  • Map fields
  • Options
  • Error
  • Confirm import
  • Import in progress
  • Import complete
  • Contacts
  • Filters
  • Filtered results

Salesforce

CSV import
All saved

Add to collection

Create collection

Other Business apps you might like

Eventbrite screenshot
Intercom screenshot
Mailchimp screenshot

Salesforce CSV import Flow on Web — Full Sequence

This recording documents the CSV import flow inside Salesforce's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific CSV import Design Considerations

CSV import on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. Salesforce's approach to CSV import on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for CSV import Research on the Web

For growth teams, designers, and PMs researching CSV import patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against Salesforce specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the Salesforce CSV import flow cover?

The recording captures the full CSV import sequence inside Salesforce on desktop web — every step, every transition, and every significant design decision from start to finish.

How does Salesforce's web CSV import differ from its mobile versions?

Web CSV import flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If Salesforce also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see CSV import flows from other web products?

Yes. The web CSV import flows category gathers the same flow type from many different web products, so you can compare Salesforce's approach against competitors and alternatives.

How up to date is the Salesforce CSV import recording?

Recordings are refreshed when Salesforce ships notable redesigns, so the CSV import flow reflects the current web experience.