Questions tagged [data-import-wizard]
The data-import-wizard tag has no usage guidance.
101
questions
-1
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1
answer
99
views
How to Bulk Insert Related Records?
I have a request from a client to add Multiple Contact related records to an Account.
I have a CSV with Account Records IDs and Contact Records IDs. But I'm unsure on how to bulk insert related ...
- 1
0
votes
1
answer
178
views
Using Data Import Wizard to Update Existing Accounts without any Contacts
I'm trying to update existing account records (that are not associated with contacts), and in the Update Existing Records section, it's requiring that I select something for "Match Contact By&...
- 1
-1
votes
1
answer
204
views
Preventing users from using Data Import Wizard
Is there a way to keep users from uploading their data using the Data Import Wizard? I just had a user ask me if they could do that, but I would really like to prevent it.
- 13
0
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1
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395
views
Accounts import gone wrong -- is it possible to roll back?
I imported some accounts into SF, but some of the fields weren't populated properly. Is there a way to roll back to the point before the data import? Thanks!
- 13
1
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0
answers
505
views
Import Button for Custom Object
I have a custom object that I would like users to be able to upload new related records to. These records are the detail of a master-detail relationship. In campaigns, you can add campaign members ...
- 11
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1
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292
views
Data Import Wizard - Request File Missing Mapped Fields
I'm having an issue using Data Import Wizard to create and/or edit a custom object (Assessment_Through_Deactivation).
I am able to use the wizard to map all of the fields from my CSV (I understand the ...
- 294
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votes
2
answers
940
views
How to import Note(Note) for existing contacts
I have many contacts, need to connect existing notes from .csv file. To import the note will I need to use the Note(Note) object or Note(ContentNote)? I need help to import notes from CSV file for ...
- 189
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1
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321
views
Import records - Partner Community
Is it possible to import records (e.g. Leads) in Partner Communities? I have given the "Import Leads" permission to my partner user but i don't see the "Import Leads" button like ...
- 837
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2
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544
views
Migrating Notes Into Salesforce
I am trying to migrate notes from another CRM into Salesforce. Based on the salesforce documentation (link below) it seems to imply I need to have my notes in text file format to import them into the ...
- 567
1
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1
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144
views
Import new contacts and campaign members together
I have a CSV file that includes contact's first name, last name, and email address. The file also includes campaign names. These contacts do not exist in the Salesforce. Is it possible to add these ...
- 127
0
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1
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297
views
load contacts by first name, last name, email or phone
I have a spread sheet from the business to load contacts and a related child object to contact. The business wants to load the contacts by the below matching criteria.
First Name, Last Name, Phone
...
- 537
0
votes
1
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1k
views
Invalid Field Count when uploading .csv file to a data extension [duplicate]
ValidationErrors:
CaseSensitiveSalesforceID: 99
Required Field: 7
Invalid Field Count: 1
I'm trying to data load a .csv files, everything matches accordingly, trying to troubleshoot what this error ...
- 65
0
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0
answers
92
views
migrating accounts and keeping ids on import to relate to opportunities
I've been tasked with moving a small amount (under 5,000 records) of accounts, contacts, and opportunities.
I combined and cleaned everything in R/Excel.
I have imported all of the accounts and ...
- 1
0
votes
1
answer
2k
views
Import/Export Salesforce Knowledge articles
I am using the Salesforce's OOTB feature for import/export Knowledge articles that can be found under Data Management --> Import Articles.
I have prepared the Zip file as per the instructions given ...
- 301
0
votes
1
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872
views
Problem with Add new and update existing records with Data Import Wizard
I have an object with Name field type is auto generate. I use Name field for update existing record.
When I take an action import by Data Import Wizard. I used Add new and update existing records ...
- 65
0
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1
answer
977
views
Why do I still get System.LimitException: Too many SOQL queries: 101 when using Data Import Wizard?
Even when I untick the "Trigger workflow rules and processes for new and updated records" in Import wizard, I still get this error:
CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY:CE_InputTrigger: ...
- 1,227
1
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1
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312
views
It is possible to show custom error message in import wizard?
I need to show custom error message when user imports data. If criteria is true then I would like to see error message in user interface and get file with errors. Is it possible?
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answers
65
views
Recreate a campaign with original id
I deleted a couple of campaigns because I didn't need them or their contents. I am now trying to undelete a Contact record that was a campaign member of the deleted campaign. I think the undelete is ...
- 1,411
1
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1
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50
views
What is ACT! in Salesforce
What is ACT! in Salesforce
https://help.salesforce.com/articleView?id=exporting_from_act.htm&type=5 article talks about this and I see ACT! file on data import wizard and in one trailhead link but ...
- 198
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1
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2k
views
ValidationError (Invalid Date) when importing a CSV to a Data Extension with a Date type field
I have extracted the _open Data View from an old instance and tried to import the 139K CSV records into a Data Extension in the new instance.
However, I got a problem with the "EventDate" field when ...
0
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1
answer
3k
views
Custom Objects in Salesforce but Not Visible in Object Manager or Scheme Builder
I have some custom survey objects that I have uploaded via the data import wizard. But the objects are not available in the scheme builder or object manager. They are in the org because I can populate ...
- 372
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1
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32
views
Waiting for na75.salesforce.com
I am trying to use the data import wizard today & the screen remains blank. In bottom left corner, there is a message "waiting for na75.salesforce.com." Trust Status page doesn't have any issues ...
- 1,411
1
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1
answer
3k
views
DUPLICATES_DETECTED:Use one of these records?
I am importing accounts through the data import wizzard and am receiving the following error:
DUPLICATES_DETECTED:Use one of these records?:--
I am glad it is catching the potential duplicate, but I ...
- 1,246
0
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1
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312
views
Data Import Wizard not working
When I try to use the Data Import Wizard (which I have used many times) I am getting the below error. I do not have a field named status in my import file. Is anyone else experiencing this problem? ...
- 1,411
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1
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229
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) ...
0
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0
answers
148
views
What is file type of Bulk Data Load Jobs results-file while importing data through Data import Wizard?
New to Salesforce.I imported a certain .csv file into Salesforce through Data Import Wizard, when I clicked on data batch reports, a file named 'reports' was downloaded. But not sure or clue what type ...
0
votes
1
answer
445
views
Importing custom objects
I have a problem importing and creating more than one custom object at a time using the data wizard. I have created a csv-file with headers that map correctly and imports fine when there is only one ...
1
vote
0
answers
2k
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
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0
answers
309
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 ...
- 1,107
1
vote
1
answer
803
views
Data Import Wizard Matching
Can you match by multiple criteria in Data Import Wizard? I only see 1 'Match By' option available. I'd like to match by 2 or more fields for updating...(Name, City..etc.).
- 319
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396
views
Data import wizard not importing data to mapped field
I am trying to import data to a custom picklist field for accounts (all permissions for field are correct). When importing, the data matches the field and the available values, and is mapped correctly ...
- 11
2
votes
1
answer
3k
views
Where is the Data Import Wizard Error Log
I am using Salesforce Professional Edition. I am trying to locate the data import wizard log file. Can someone point me in the right direction? I have import errors and want to see what they are.
- 1,411
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1
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1k
views
Data Import Wizard History
Is there a way to see more than just the last few imports done using the Data Import Wizard?
I see that the Data Import Wizard shows me the last three "Recent Import Jobs," but I want to see an ...
0
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1
answer
412
views
Too Many SOQL Queries when doing a data import because of Process Builder calls
I am loading Campaign Members via the Data Import Wizard. Specifically, I am adding new leads and updating existing leads. The leads get created but Campaign Membership is not established because I am ...
- 31
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2k
views
data import wizard map lookup field custom
I have a Custom Object called MCC with two fields:
Name : 'MCC NAME'
Code__c: 1234
I have a lookup field on Lead to the MCC object. I am trying to import Leads using the Data Import wizard using a ...
- 55
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1
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1k
views
Is there a way to import Products and Opportunities in Salesforce Essentials?
I can see that you can import Accounts and Contacts, but I don't see a way to import a CSV of Products, or even past Opportunities so my reporting would be right. Am I missing something?
- 273
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127
views
Can I change the Data Import Wizard Settings permanently?
When I select "Add new and update existing records," I'd like the defaults to always be "Match Contact by Email" and "Update existing Account information." Can I make it save these settings, or do I ...
- 273
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1
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74
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 ...
- 88
2
votes
0
answers
2k
views
Process not triggered by Import
We built a process which auto populates a text field when three other text fields have certain values. It work fine when I change values manually, but not when I update the fields with the Data Import ...
0
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1
answer
554
views
Data Import Wizard - How to keep original SalesForce IDs of my records
I am trying to import records of my custom objects using Data Import Wizard on a new account I just created.
For some reason, when adding new records, the data import process does not keep the ...
- 1,254
1
vote
1
answer
98
views
Odd Error when Mass Importing Data
I've been trying to mass update existing records to pull and update the Prospect Referral Store. However when I run the data import wizard I get the error
CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY:...
- 59
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votes
1
answer
336
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 ...
- 101
1
vote
1
answer
2k
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 ...
- 815
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45
views
what permissions do I need to import knowledge from "Data Import Wizard"
I have the permission "Import Custom Objects", but cannot see the option "Knowledge" in the data import wizard.
Could someone help me here?
Thanks
- 39
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1
answer
415
views
Import .csv to knowledge using Import Wizard
I am trying to import .csv file to SalesForce Knowledge.
First Question : I cannot find the "Knowledge" option in "Custom Objects". When I goto Data Import Wizard,I should be able to see this. Am I ...
- 39
2
votes
1
answer
652
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 ...
- 2,537
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1
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857
views
How to import Job_Applications.csv file in the training recruiting app using the new Data Import Wizard?
I recently started with self Salesforce training and am doing the standard Recruting app. I am currently on the Version 9.2, August 2016 version of PDF and the Salesforce release of my developer ...
- 101
3
votes
2
answers
2k
views
External ID matching no longer an option in Data Import Wizard for custom object to add new records
Every week we do a import into SF. The sales team reported they cannot add records to the custom object by matching external ID anymore. I checked and they are correct. previously we were doing it ...
1
vote
0
answers
216
views
Is that possible to use record name field as master-detail relationship definition in data loader
Our customer is previously using import wizard to load data into Salesforce and she is able to use name field as the master-detail relationship field during that time. Due to this known issue: https://...
- 12.9k
1
vote
1
answer
393
views
Was Salesforce able to match by external Id fields in import wizard (not unique)
Our support team raised a ticket for us that they no longer see an external id field in the match by section in the import wizard:
Our customer claimed they see the external field in the match by ...
- 12.9k