Questions tagged [data-import]
The data-import tag has no usage guidance.
70
questions
1
vote
1answer
24 views
How to implement custom object matching for NPSP data import
I'm using the NPSP Data Import advanced mapping to load a custom object as a child of the Account1 object group.
I am uploading a spreadsheet like this:
Account Name | Custom Object Name
Acct1 ...
0
votes
1answer
19 views
Import Activity in date variables
I created an import activity to import a csv with today's date file on our FTP using date variables.
Currently, three csv files with different date ("test_20200313.csv", "test_20200312.csv" and "...
0
votes
0answers
16 views
How to import records of 2 parent objects and a junction object inbetween them using Data:Tree in SFDX?
I created some test data in a scratch org for a Trailhead project and i wanted to try to export it and then import it into my Devhub. I ran three different export queries and then created my own plan ....
0
votes
1answer
41 views
Updating Accounts without the ID
What would be the most efficient way to update an excel sheet with 400 accounts that do not have an ID nor external ID of accounts that exist in the system.
There are about 40,000 accounts in ...
0
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0answers
51 views
Does Salesforce Marketing cloud support .gz compressed files
I have just been asked if .gz can be unzipped in marketing Cloud?
I can't find a list of supported compressed files in the help docs
0
votes
1answer
37 views
Importing 40k PDF as attchments
I have 40k PDF's in windows shared drive. Each pdf should be attached to parent account. The name of each pdf is an external ID in salesforce.
e.g AA123.pdf corresponds to AccountRecordId '...
0
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0answers
14 views
Schedule weekly import of documents from external location
I want to schedule a weekly batch import of documents from an external drive into Salesforce.
Say, in the external drive there is a folder called 'CompetitorScore' and in that folder there are 50 ...
1
vote
1answer
53 views
Correctly read CSV text attachment into BLOB
I'm facing difficulties reading & parsing a CSV attachment that was sent to an email.
When I debug the code, the debugger writes empty lines between each new row, which to me looks like some kind ...
0
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0answers
9 views
How to call back imported articles in salesforce knowledge
I have imported knowledge articles using 'Import article' tool in salesforce.
Is there any way if I want to call back the inserted articles from org.
0
votes
1answer
51 views
How to map case and category while import articles in lightning knowledge using article import
In classic there are multiple article types. I have taken backup and need to import them again to lightning knowledge using article import tool. I am able to import articles using csv file and ...
0
votes
1answer
30 views
MobileConnect Contacts Import Doesn't update Contacts' Status (Opted Out => Opted In) [closed]
How can we change contacts' status from Opted Out To Opted In using Import? Is this possible?
0
votes
1answer
90 views
Import Definition - File not found (automation studio)
I want to import a csv file by using the automation studio.
the csv looks like that: WERBEKO-2019_10_15
Starting source: File drop (use filename Pattern "Begins with" - "WERBEKO-"
Import Definition: ...
2
votes
1answer
333 views
Export and Import of Salesforce Files and Notes from one production org to another production org
I have completed a data export of an org we acquired through the following steps:
In Setup, navigate to Data Management | Data Export
Click on either Export Now or Schedule Export button, whichever ...
1
vote
0answers
85 views
Picklist Value during Data Import
i came across this section in the Salesforce Documentation:
If you import a picklist value that doesn’t match an existing picklist value:
For an unrestricted picklist, the Data Import Wizard uses ...
0
votes
1answer
74 views
Notes. Mass Upload. Hitting some limit and getting “Note can't be saved”
I'm doing data migration and need to upload ~500k Notes. 192k Notes were uploaded and now I'm getting Note can't be saved error via API and Note contains characters that can't be saved when trying to ...
0
votes
1answer
27 views
Transferring activities associate with accounts to lead
1) On changing the "whoId" of the activities for the conversion of activities associated with the account to lead should we also change the "whoId" field of open activity and activity history too?
2) ...
1
vote
0answers
25 views
Scheduled import of leads
I have a requirement whereby leads are imported, but due to a process, they can only handle 5 leads every 10 minutes (inserting a lead triggers an inbound call to an agent).
I have come up with the ...
0
votes
0answers
207 views
Import File Activity . field not found validation error
In Marketing Cloud's Automation Studio, we created an automated import file activity based on a file drop trigger (i.e. file naming pattern, not the folder-based drop). Even though the automation runs ...
1
vote
1answer
97 views
force:data:tree:export / force:data:tree:import across __r relationships
I am still fairly new to SaleforceDX. I have been tasked with putting together a sample data plan matching a small portion of our production data, for our new Scratch-Orgs. With foreign-key type ...
1
vote
0answers
178 views
Validation errors while CSV upload
Our company has just started the salesforce and we had a demo tool access we are practicing in that demo account.
While loading data we got the following error.
The following import has completed ...
0
votes
1answer
398 views
Marketing Cloud_ImportFile Activity error
We're trying to import a csv fial in a file-drop-to-our-FTP scenario and subsequent import file activity. We're keep getting this error sent by Marketing Cloud upon executing the automation: Results:
...
1
vote
1answer
47 views
Ignore blank field in Data Extension import file activity
I am using Automations and an Import File Activity to ingest events logs in a specific data extension.
Salesforce is reading a log of successive events, so I am leaving blank field in my CSV log to ...
0
votes
0answers
70 views
Upsert Data with dataLoader using multiple keys
Is there a way to import Data with DataLoader \ Wizard using 2 keys?
For example - I want to import Data (Upsert) when the unique key is actually built from 2 keys :
externalId field and a ...
2
votes
1answer
143 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
189 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
60 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
1answer
70 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
202 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
138 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
33 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
33 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 ... ?...
1
vote
0answers
671 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
997 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
41 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
20 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
288 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
13 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
63 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
2k 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
142 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
1k 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
457 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
26 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
162 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
632 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
301 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
212 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
1k 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
213 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
62 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 ...
