The import tag has no wiki summary.
3
votes
1answer
34 views
How to Mass Import Historical Emails into Salesforce?
I'm deploying a new SF org.
I've got hundreds of past email threads with customers I want to "import" to SF and have these emails appear as activities under the Account/Case record.
Is there any way ...
1
vote
2answers
23 views
Report showing incorrect total
I have just imported a load of records using Bulk API
Bulk API log says - X
SOQL says - X
Report says - Y
Filtering is the same across the board.
Any ideas?
Thx
0
votes
2answers
43 views
Existing Campaign Member update and email sent to owner?
Is there a way to trigger an existing lead or an existing contact with an email when I import a file as Campaign Members? Also, with this import, I usually gets duplicate leads or contacts which then ...
1
vote
1answer
45 views
Is there sample data to populate developer edition?
I love coding in the development edition of Salesforce. However I find it rather annyoing to fill in sample data for accounts, contacts, cases, etc. all by myself.
I wonder whether there is sample ...
1
vote
1answer
275 views
How do you prepare the CSV file for a successful upsert?
I would like to import several contacts into Salesforce and avoid duplicates. I would like to do this via upsert (not the the import wizard). For the upsert I plan on using dataloader.io.
I have ...
1
vote
1answer
75 views
Any workaround to import leads in a Group edition?
WE have a Group edition and we wanted to import leads from a csv file. But when i tried using apex data loader i couldnt login as it API access is not enabled for Group editions.
Does anyone know of ...
3
votes
1answer
90 views
import converted lead with depending objects (meetings, calls, emails, notes)
I am trying to import a converted lead using REST/SOAP API-s. While I am able to create already converted lead, I am not able to attach all its depending object like notes, meetings etc because lead ...
7
votes
4answers
661 views
Can I import child records using the parent's External ID?
I have a bunch of data I want to import into a custom object. I need these records to have a look up to the Account.
The Account has an External ID which is also present in the data I'm importing. ...
3
votes
6answers
384 views
What are the tools to help import my data into Salesforce
I am switching from old CRM and looking for easy to use tools to import my data
