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 ...
I would like to use an external id which I've also marked as unique to prevent importing duplicate leads. Does the Import Wizard respect the uniqueness constraint on custom fields? And will the ...
I'm working with a non-profit to migrating data into the npsp and we're about to load contact data in. Each records includes a custom field which is a relational key to a separate relationship table ...
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 ...
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 ...
I want to move accounts and contacts from one salesforce org to another. I know i can use the import wizard. The question i have is about setting up the csv file. Do i have a single csv for both ...
How do you use an external ID in the import wizard to import child objects of a master/detail relationship?
OK, I need to import a few thousand records and import wizard seemed like a good choice. First I did some accounts - that went smoothly. Next I went to import some custom objects that have a ...