So I have a csv file which needs to update Accounts on Salesforce.

Here's my question I have 138 different phone/product types(in the csv file) and each Account in the csv has more than one phone/product types with quantities(column). So how can I create a picklist in the salesforce if I had to select more than one types and provide the quantities ?

If I use multi picklist I will be able to select more than one product type but how will I specify its respective quantities ?

Example: Account1 has Type -Phone1 and Phone2 and quatity - for phone1 -3; for phone2 - 4

  • 6
    Sounds like you should create an 'AccountLineItem' child object and load that. – Adrian Larson Jun 3 '15 at 15:25
  • Thanks Adrian I understood what you were saying. +1 to you – Sanjay Jun 3 '15 at 16:07

If you go with creating the 'AccountLineItem' child object as Adrian suggested, you would have to create a new object with a look-up or master-detail relationship with the Account object. When using the data loader, you would need to do two updates - one for the accounts, and one for the 'AccountLineItem' with the proper account Id in the reference field.

| improve this answer | |

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.