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0answers
20 views

Web Browser XSS Protection Not Enabled

I have to scan HTTP Request and got this 2 low level risk. How to resolve this problem coming in ZAP Report?
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1answer
20 views

How to add onto custom contact fields using the import wizard

I am storing invoice information in a large custom text field inside my contacts in SF. When I import my invoicing CSV file to my contacts, it has a cell that is invoice information... such as ...
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1answer
33 views

What permission are necessary to access Data Import Wizard?

what permissions do I have to assign to user that he will be able use Data Import Wizard to import data to custom objects? I gave him "Modify All" for that object but still can't see the Data Import ...
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0answers
13 views

Loading/importing notes into the Leads Notes

I have been trying without success to come up with a way to load comments from an external system in to the leads object. The SF org is Professional edition, so I do not have access to data loader. ...
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0answers
10 views

How can I Import a list of leads/contacts from a show and create lead/new contact?

The situation is as follows: After a show, we got a list of around 550 new leads, with the following states: Some are totally new leads - and need to be imported into SF as a new lead, attached to ...
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1answer
19 views

Updating Account Record on the basis of Externel_id field

I have create 2 external custom field in Account object, now i want to compare records on the basis of these external fields. But i am not able to find any option in import wizard where i can set ...
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2answers
76 views

Data Import Wizard: There was a problem uploading the CSV file. Try again, or choose another file

I'm trying to import a very simple .CSV file with the Data Import Wizard: FNAME,LNAME,CELL,EMAIL,SALUTATION,TITLE Andrea,Ianni,555-888-8888,aianni@example.com,Mr.,CEO ...
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0answers
55 views

What does the “Object Access Level” reference in step three of the Import Wizard?

When using the web-based import wizard no matter which label (really, object, but the UI calls it a label) is selected, the "Object Access Level" look up field is present in Step 3 - Specify ...
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1answer
73 views

Data Import Wizard for Contacts, prevent duplicates?

I'm importing a CSV file with about 2500 contacts from another system, outside of SalesForce. The wizard is matching based on name. So if I import the same spreadsheet again, the data doesn't update, ...
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0answers
18 views

Why are contacts(multiple) being created when importing Leads usng Import Wizard

I am having trouble importing my Leads using a CSV file. I have created all the correct columns for the mapping to match up on the leads page layouts. For some reason some of the leads(not all) have ...
1
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1answer
77 views

Using the import wizard how does one import lookup fields

I'm trying to import a csv into a non-standard object. I have no trouble mapping custom fields - name, phone, dates, etc. I'm having trouble importing a lookup field. The lookup field isn't listed in ...
2
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2answers
206 views

Why Import Wizards cannot import Opportunities?

I'm new to salesforce and I'm preparing the 401 certification. I'm wondering why Import Wizards can not import Opportunities. Is there some specific reason or is it only an ipse dixit limitation?
0
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1answer
68 views

Create Accounts and Contacts from single csv import

I have limited experience with the Data Import Wizard but I'm curious if it allows me to create new accounts and contacts from a single csv import. Rather then importing accounts from a csv, ...
0
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1answer
35 views

Is it possible to query the Import Queue with SOQL?

I would like to run a SOQL query and get the status of a particular import job. I'm referring to the Import Queue found at: Administration Setup > Monitoring > Imports I looked in AsyncApexJobs ...
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0answers
80 views

Importing an orders detail into a custom object via CSV file

I created a custom Object in sales force which I am calling past_orders . I then added a bunch of fields such as Sku, itemname, qty, itemprice, billingfirstname, etc. I then go to the Data Import ...
1
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1answer
25 views

Any way to differentiate a lead as being imported?

Is there a way to know if a lead was created in an import process vs other means?
1
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2answers
437 views

Data Import Wizard for Custom Object (Mapping Date Created / Last Modified Fields)

If I am importing a custom object using the CSV data import wizard, how do I create a "Date Created" field and also change the "Last Modified" field on the object. It doesn't seem like such fields ...
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0answers
869 views

Error while using the Data Import Wizard

I'm getting the following error while trying to import a UTF-8 csv file. I'm trying to import data into a custom table. Does anyone know what could be going wrong? Error while running ...
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1answer
147 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 ...
2
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1answer
823 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
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1answer
185 views

If a custom field is unique will the Import Wizard for Leads block duplicates on that field?

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 ...
1
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2answers
159 views

How can I change contact household via data loader or apex?

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 ...
1
vote
1answer
349 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 ...
1
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1answer
5k 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 ...
0
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1answer
275 views

How to move accounts and contacts from one salesforce org to another org

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 ...
5
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3answers
3k views

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 ...