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Say that I am currently storing data in an excel sheet. Along the y-axis, I am storing the names of doctors. Along the x-axis, I have months. So then each individual cell represents how many patients a doctor met with in that particular month.

What is the best strategy to covert this into Salesforce? I was considering making a doctorOffice object and then have a custom field for each pair of doctor and month. But this doesn't seem very elegant. I am a little new to Salesforce and storing data by objects, does anyone see a better way to do this? Thanks ahead of time!

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Reconstruct your excel into Columns with DoctorName and Individual months(January, February, ...December)- 12 different columns such that each column will show the number of patients.

Now save the excel with 'yourfilename'.csv file extenison.

In salesforce, make sure you create fields to save DoctorName and separate fields like Patients in January, Patients in February..... Patients in December(or however you desire to name it).

Install data loader and login and do an insert option choose doctorOffice object from a list that will be displayed and select your file 'yourfilename'.csv saved file.

Choose manual mapping and map the salesforce fields with csv file and select Next and finish. It will ask you to save the success and error files so provide a destination for that.

This should upload your data into Salesforce.

  • So for how the spreadsheet is currently formatted, I would need to create a Salesforce field for each excel cell in my DoctorsOffice object? – uofidude15 Jun 30 '15 at 19:54
  • You will need to create DoctorName, Number of Patients in January, Number of Patients in February, ...........Number of Patients in December fields. – Sanjay Jun 30 '15 at 20:03
  • Does this account for the fact that there are more than one doctor in a doctor's office? Since if Doctor Name is a field, how would you be able to enter more than one Doctor name? – uofidude15 Jun 30 '15 at 20:43
  • Each Doctor have it as a separate record. – Sanjay Jun 30 '15 at 21:17
  • Example: Doctor X Record will have DoctorName as X and then patients in each months in separate fields. – Sanjay Jun 30 '15 at 21:18

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