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0
votes
0answers
33 views

unable to upload a csv file without converting into utf8 format

unable to upload a csv file without converting into utf8 format. I am unable to upload a csv file directly can any one help me out.
1
vote
1answer
24 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?
0
votes
1answer
144 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 ...
0
votes
0answers
454 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 ...
0
votes
1answer
95 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
votes
1answer
504 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
123 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
vote
2answers
119 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
186 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
vote
1answer
3k 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
votes
1answer
179 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 ...
3
votes
3answers
2k 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 ...