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Questions tagged [data-import]

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2
votes
1answer
64 views

Why is the LastName field required for the contact? What is the best approach to import contacts that only have the first name?

The reason for this question is that I have a spreadsheet with lots of contacts to import, but some of them only have the first name. The LastName, being mandatory, will make my job harder. I have ...
1
vote
2answers
36 views

Populating Big Objects from CSV

I need to create a client application where users can upload CSV files, which will then be used to populate Custom Big Objects. My problem is I'm not sure which API to use. The Salesforce ...
0
votes
2answers
22 views

How to clear the values in a number data type field while importing data?

I tried using apex data loader and Dataloader.io So i knew i need to enable Insert Null values option in apex data loader settings but it isn't working for the fields with Number data type. I am ...
0
votes
0answers
20 views

How to use force:data:tree:export to export data with junction objects or with more than one level of master-detail? [duplicate]

I don't understand how to use sfdx force:data:tree:export with use cases slightly more complicated than the ones in the Salesforce DX Developer Guide. With simple data with at most one level of master-...
0
votes
1answer
46 views

Import definition for mobile connect

I have created a data extension containing phone number, ID and locale of all the contacts. I then created an import definition and mentioned this data extension as source. Till here it's fine, ...
0
votes
1answer
56 views

InvalidDecimalScale SFMC CSV data import

Anyone run into an InvalidDecimalScale error in the SFMC CSV data import? I came up with a contrived example to test. I made my data extension super simple: It's a data extension with three fields. ...
0
votes
0answers
40 views

Best practices for importing leads and contacts from trade shows

I'm the new manager of a mid-size Salesforce org for a company that has some presence at industry tradeshows. At the end of each show, there's always a list of leads to be imported into a campaign. ...
1
vote
0answers
19 views

Salesforce report (for leads) fields not syncing with marketing cloud

Have created a report for leads in sales cloud. It creates the report with 9 fields only whereas there are some 60 fields in the leads. If I import this report in marketing cloud, I am able to do so, ...
1
vote
0answers
17 views

Export data to Marketing Cloud

I have a SQL Server database with near real-time updated consumer data. Other than using an SFTP or Mulesoft, how can I export it to my contact list in Marketing Cloud? Using a connector, API, or ... ?...
0
votes
0answers
11 views

Note on EmailMessage, Note, Event

I'm importing data to Salesforce from a system that allows multiple relationships between objects. I've managed to translate objects to entities within Salesforce, however I'm unable to maintain this ...
1
vote
0answers
340 views

Data Extension Import CSV Error

I have been having issues lately getting a CSV File to import into a Data Extension. The initial error was that the Array Index was out of bounds - like the field counts were off. So, I created a ...
6
votes
2answers
530 views

SFDX force:data:tree:import MALFORMED_ID

I am creating scripts to export and import test data for our sfdx scratch orgs. I've used the sfdx force:data:tree:export command with -p to generate my plan file, plus three object files (one parent (...
0
votes
1answer
34 views

Data Import Wizard congratulations window not able to close it

Logged in as a standard user and tried to insert the lead record using data import wizard. I flowed all steps which were mentioned step by step but at the end, I am getting "congratulations your ...
-1
votes
1answer
19 views

Data Migration Question

I am a new Salesforce user and longtime software developer. I'm in the process of migrating a custom application from a .NET solution to Salesforce. Now that it's pretty much ready, I need to migrate ...
1
vote
2answers
220 views

Salesforce relational data backup and reload after sandbox refresh

I have a specific situation. There is an important relational data set (data spanning across more than 5 tables) in full sandbox which I do not want it to be deleted when I do the sandbox refresh with ...
0
votes
1answer
12 views

imported data not displaying and no option to set tab to show “All”

I have imported data to a custom object using dataloader. It said all records imported successfully. When I run a report I can see the data. However, when I go to the tab it only shows "recent" with ...
3
votes
0answers
52 views

Lumen Salesforce Application

Can anyone briefly explain these Lumen Salesforce Application/Lumen Software concepts? Objective Data Model Editions Is there a free trial version of Lumen Salesforce Application/Lumen Software ...
2
votes
2answers
1k views

Automation studio SFTP file drop trigger to Import Activity

Background: We have a simple automation studio workflow defined that would trigger when file with a certain name pattern is dropped and that then initiates the import activity (which also relies on a ...
0
votes
1answer
89 views

How to load data with a self look up field?

I have a table with has a self loop up field. i.e. Table is called foo__c with a field Previous__c that is a lookup to foo__c Currently, I am trying to load a CSV with two rows. The first row is ...
2
votes
1answer
731 views

DE Special Character when importing from a CSV

I've been importing data from CSV - excel pages register as DOC CSV in the rolling menu. Except it doesn't take into accoung my special character (much needed in french words). I tried changing them ...
0
votes
0answers
256 views

Error while Import - a lookup field value is not a lookup ID

I am trying to import data from .csv. I have a field which is a lookup from custom controller. When I import data into an object, all values from .csv are imported except lookup field values. I am ...
0
votes
1answer
20 views

How do I import contacts onto a Shared Publication List?

I'm trying to add contacts to a shared publication list. The list is created with the correct fields, but when we go into the list there is only the option to export. Wondering how to get the ...
1
vote
1answer
116 views

Generated ID for Update

We generate leads and event attendance data from our website, which is connected through REST API. We'd like to update the event attendance data through an Data import activity from an external FTP. ...
1
vote
1answer
381 views

How do I restrict access to the Data Import Wizard but still allow object edit/create in UI?

I like the new Data Import Wizard, as it is a great tool for power users, but is there any way to limit the use of this tool, aside from the object permissions. I need my users to have read/write ...
0
votes
1answer
231 views

Marketing Cloud - Data Load of 23 Million into All Subscribers

We have a requirement where by we need to load 26 M records of subscribers into Marketing cloud. Currently only way to do this is to put the details in file and by using enhancedFTP load into the ...
1
vote
1answer
133 views

Escape comma in Salesforce Data Import Wizard

I am trying to import a .csv file that contains commas in the data. I tried to import it using Data Import Wizard using a tab as a separator but the Data Import Wizard doesn't detect the sublime text ...
0
votes
1answer
753 views

Marketing Cloud - Import - User does not have access to Salesforce objects or reports

I am new to SF and SFMC. I am trying to create a new import activity in Email Builder. Everytime I try to create a new Data Extension using a Report through SF, I receive this error. Import ...
2
votes
1answer
154 views

Test.loadData() is there a way to load sObects with lookups to itself?

We have some custom object that has lookups to itself. Those objects used for some configs and there are quite a lot of them. Would be nice to create and load them from static resource for tests as ...
2
votes
1answer
49 views

How to reinstall a managed beta package without losing custom objects data?

I created a managed package that, among other things, defines a custom object. I installed this package on my client's Sandbox and created several instances of this custom object. Now I've created a ...
1
vote
1answer
430 views

NPSP Data Import Wizard Contacts mapping issue

I have trouble mapping over basic Account and Contact fields. I use the wizard to test a small batch of Account/Contacts but not all the fields are listed when I have to map over half the fields. Also,...
0
votes
2answers
214 views

Using Bulk API to import leads

We are thinking to integrate salesforce with out existing website. On our website, users have already existing leads created using our lead capture form. We want to import these existing leads to ...
0
votes
1answer
381 views

enable a user to use the import wizard to upload custom object records?

How can I enable a user to use the Data Import Wizard to upload records to a custom object? Currently I have a user with Create permission on a custom object, the custom object has a Master detail ...
1
vote
0answers
61 views

Import Users in Salesforce Error when User licenses limit exceeded

With Talend Open Studio for Data Integration, the tSalesforceOutputBulkExec component is used to import users in Salesforce. I tested the import of 1000 new users whith only 30 user licences ...
1
vote
1answer
2k views

Is it possible to preserve created date and last modified date on importing records

I need to import Accounts and Opportunities into my sfdc org and I want to enter the created date and last modified date which is given by users in the excel sheet. How can I achieve this, I was told ...
5
votes
2answers
193 views

Bulk data load make the global search unusable

We are migrating data from saleforce org A to org B. While migrating we are processing data out of salesforce and its out of scope of this question. When we load data into target org it breaks the ...
0
votes
1answer
54 views

when importing data into salesforce for a custom object I got some rows that were not imported

So my custom Object is a student that stores first name, last name, grade level, school etc. When I try and import this from my csv file that has all the data it doesn't import all of them. I know why ...
0
votes
1answer
36 views

How to export Period data from one Salesforce Org to another

I tried migrating Period from one Sales force org to another through Data Loader and Data Import Wizard but none of them supports this object. Data Loader only lets you export from Period but I can't ...
0
votes
1answer
32 views

Insert leads without mandatory values

Can we insert leads in Salesforce without mandatory values present in the record and also, we have to bulk insert records in salesforce without mandatory values. Web-to-lead can insert leads without ...
2
votes
1answer
80 views

ValueOutofRange error

I am trying to upload some records in a DAta Extension and getting the ValueOutOfRange error. Apparently, all field data types and lengths are correct. Could you please advise the reason. Thanks!
0
votes
1answer
201 views

Data Import Wizard : - Lookup Relations Issue

I am not sure but I am wondering if there was a recent change in the Data Import Wizard tool as now it requires the Id of all the lookup relations from a particular object whilst before was working ...
0
votes
0answers
103 views

How to upsert child object with master details realationship to another customobject,which one master as opportunity

I have one custom object(named: Class__c),it has master another custom object (Plan__c). Further this Plan has Standard object Opportunity as master. I have Class.csv files which contains classes ...
1
vote
0answers
135 views

Error with new unified import wizard

I am getting the following error when I try to import new contacts (using the email field to match on). Your import failed: Import for object Account did not succeed. Error received - null I have ...
0
votes
3answers
2k views

ContentNote Insertion through DataLoader

I see ContentNote has been introduced as enhanced note feature, Can anyone let me know in what format I need to insert the contentnote in a particular object via dataloader.io I am getting the error ...
2
votes
2answers
1k views

Import Notes in an object

I would like to import Notes via INSERT in a particular object using Dataloader.io , have tried various times but not able to. Can anyone tell me the .csv file format which needs to be used while ...
0
votes
1answer
214 views

import wizard creating duplicate contacts and accounts

When I am trying to import accounts with contacts using import wizard,I am having duplicate contacts imported.I am using Match account by :Account Name and Account Site to map and using owner id to ...
1
vote
0answers
100 views

How to import contacts and opportunity records using npsp data import wizard

I am trying to upload contact that has opportunity in salesforce using npsp data import wizard. but when I try to upload my data, it successfully uploaded but when I click the opportunity record , the ...
1
vote
2answers
776 views

How to assign leads to a campaign using der Data Import Wizard (for leads)

I want to import leads with a CSV-file and assign them to an existing campaign. The CSV contains a field 'campaign' with the name of the campaign. If you import the CSV with the Data Import Wizard ...
1
vote
0answers
397 views

Have CLI/batch dataloader process multiple files e.g. *.csv

Before I go down start creating something or going down another path / solution, I am hoping someone has a done this already and can share. I have my process-confg.xml file which references one CSV ...
3
votes
2answers
4k views

How do I make the checkbox checked when loading data from .csv file [closed]

I am trying to populate a check box in a custom object with "checked" (True/1) using Apex Data Loader v 32.0.0 in command line mode. I have tried all values documented => True, TRUE, YES, Y & 1 ...