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0
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0answers
16 views

Data Load into Accounts (Std Obj) with a Lookup to Custom Object

The issue is that I am not able to map the LookUp Field with a value from the CSV as the Lookup Field is not displayed for Mapping. Tried Import Wizard, Data Loader, Workbench, Jitterbit ... None of ...
2
votes
1answer
55 views

Lead Trigger on Import

Hi I have a trigger that runs to dedupe leads that have matching phone numbers(we have 2 phone fields) it works when you go and manually create a lead in Salesforce but when using dataloader.io it ...
0
votes
1answer
29 views

Can I manipulate SalesForce data using VisualForce

To preface: I'm unfamiliar with VisualForce and the Apex language (prior to a little research yesterday). The problem: I'd like to retrieve data from a SalesForce entry (in this case an Account), use ...
0
votes
2answers
240 views

Import excel csv data using apex class

I have an excel file with a lot of records, and I need to import these records to a salesforce object by implementing a class and a visualforce page in order to use it in the future if needed. So, I ...
1
vote
0answers
30 views

Extact Target- Import subscriber to data extension using C# [closed]

I want to move the newly subscribed/unsubcribed users from my web application to Exact Target system daily.I have a CSV file exported from my web application.I want to import this CSV file to Exact ...
1
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2answers
106 views

ExactTarget: Common data loading strategies?

Dear ExactTarget specialists, I am trying to get a hang of how the ExactTarget Marketing Cloud works, and I am struggling in finding information on a seemingly basic task: Loading data into the ...
1
vote
2answers
98 views

How to do move Pricebook and Products from sandbox to production

As the title suggusts, I have created a pricebook with a list of products and their prices in my sandbox, I would like to know how I can export this data into my production instance.
2
votes
1answer
21 views

Long delay before importing to Drupal

I'm completely new to SF. We have an app that is connected to Salesforce. The app communicates with Drupal via the Salesforce Suite module to update/insert/delete new SF contacts. For some reason, we ...
0
votes
1answer
56 views

How to develop without a production org?

We'd like to begin work on a Salesforce custom app, but do not yet have access to a production org and user licenses. We believe we'll have the licenses within 30 days, but are unsure. In the ...
1
vote
1answer
22 views

Manipulating import data [closed]

I want to import field service-repairs into Salesforce as new cases. It should be done automatically overnight (service centers will send their repair data *.csv each evening to a ftp/cloud server) ...
0
votes
0answers
11 views

Is a Enterprise license needed for Data Import

We are Enterprise level SalesForce. We need data import in custom objects done. Do the people doing the data import need an Enterprise level access? Or, what is the lowest level we would require ...
1
vote
1answer
71 views

Roll-up Summary fields not Recalc on import

We use DBAmp to import records from another system. Everything works fine except for when creating a new record. The record does not roll-up via the summary field on it's parent. Any ideas or other ...
3
votes
1answer
91 views

Jitterbit time format issue

I am using Jitter bit to load the data into SFDC. I have the separate fields for date(Field1) and time(Field2) in my text file. I have the upsert query and I did the mapping for salesforce like this, ...
1
vote
0answers
35 views

Retrieve ImportDefintion and corresponding Business Unit for each Import Definition

I am attempting to Retrieve ImportDefinitions from an Account and would like to know which ImportDefinition belongs to which Business Unit. I am expecting a property of Client.ID to be a valid ...
1
vote
1answer
23 views

Import Activity with dup records

When trying to import a file with dup records by email address but different unsubscribe dates, is there a way to tell the system to load the record with the latest unsubscribe date?
2
votes
2answers
151 views

Triggered Automation Stuido: Data Extension Import Error

I am trying to import data into Data Extension via Triggered Automation Studio. I have set up all necessary steps (Import definition, Triggered Automation Studio). Then, I have uploaded into ...
1
vote
2answers
67 views

exact target import activity file size limit

I have an import activity in exact target. I specify import activity to look for files with some pattern. My question is, what is the limit on file size of an import activity? Thanks.
0
votes
1answer
27 views

Need to retrieve errored email addresses that we have attempted to import via API

I run the marketing side (not the code side) of ET for our company and periodically manually import lists of users into our ET account. When I do, I always receive an error report telling me what ...
1
vote
0answers
54 views

How do I insert a customer purchase history when uploading data?

We are a small ecommerce business that works in the B2C model. I am in charge of setting up Salesforce for us and I need to upload all of our customers names, addresses, other information and most ...
1
vote
2answers
166 views

Exact Target Automation Studio: Create multiple automation instances listening to same folder

We use Exact Target for marketing emails. In ET cloud, we have several attributes (columns), and we want to populate different attributes at different frequency and using different csv import files. ...
1
vote
1answer
216 views

In dataloader.io, how can I save my field mapping settings with different files (same column headers)?

I'm using dataloader.io to import a large number of records (60K+) into a custom object with a large set of fields. I'm testing using a small file first (10 rows), but I plan to do a large import ...
0
votes
1answer
108 views

How to import Leads that only exist in Salesforce, and ignore new Leads?

I have a CSV file with a number of records that I periodically upload to Salesforce to update my Leads, Unfortunately some of those records don’t exist in Salesforce, And I don’t want Salesforce to ...
3
votes
1answer
105 views

Challenge: How do I get variables from Salesforce to a workbook and back with results

First off, I don't even like the direction my question is taking, but this is what is requested. We are trying to create a form in SF for sales reps to use to input numbers, hit a button and receive ...
2
votes
1answer
588 views

Adding Custom Objects + Master-Detail Relationships then Rolling Up Objects That Already Contain Data

Is it possible to add custom objects that have master-detail relationships with other objects that already contain records in Salesforce? EXAMPLE: I've uploaded all of my data into the ...
1
vote
1answer
1k views

Importing a date field to Salesforce

I am importing data via a CSV file. Everything is working except the date field. In salesforce I have created a date field in Accounts for the incoming data. When I use the import wizard and I get ...
2
votes
1answer
724 views

Uploading to Custom Object then Matching Contact Object?

How do I import data (via csv file) into a custom object in SalesForce and then use identifying fields within the custom object (such as First Name, Last Name, location, etc) to "lookup" and ...
1
vote
1answer
207 views

Upload CSV in different encoding than UTF-8

Is it possible to set an encoding for a file that is uploaded via a VisualForce page? I am getting errors stating that the content of the uploaded file is not UTF-8 encoded. Ideally, the user would be ...
5
votes
1answer
1k 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
66 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
293 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 ...
3
votes
1answer
1k 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
4k 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
251 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
289 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 ...
8
votes
4answers
3k 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. ...
7
votes
6answers
1k 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