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1answer
31 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
22 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
43 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
45 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
259 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
436 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
487 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
120 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 ...
4
votes
1answer
618 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
43 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
171 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
671 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
2k 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
193 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
215 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
2k 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. ...
6
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