Posts Tagged ‘salesforce data import’
Salesforce: Migrating Maximizer data
In order to migrate data from Maximizer to Salesforce, the quickest way is to export data from UI. The address book entries can be exported via Maximizer Button (top-left corner) > Import/Export/Transfer > Export > Address Book Entries You can either export in CSV format or XML format. The CSV format contains limited information. …
Read MoreSalesforce : Import Data with Audit Fields
Salesforce by default does not allow the importing of audit fields into SF. However, there is situation where the customer say, requires the created date to be imported for accurate reporting. For e.g.: Customer ABC needs lead records to be migrated into SF from another application. The SF lead created date needs to take…
Read MoreInsert Person Account through API
When the Person Account feature is enabled in a Salesforce instance, a new Account Record Type is introduced. And a common way to insert a Person Account via API (i.e. Data Loader) is to define the Last Name and the Person Account Record Type ID which is different from the Business Account Record Type ID.…
Read MoreSalesforce Data Loading Record With Automated Association To Related Records On Creation
There are many data loaders in the appexchange marketplace that allow users to import data into Salesforce with ease. The data import user requirement can range from as simple as loading just a batch of records to as complex as loading a batch of cascading records into Salesforce. We have also encountered a number of…
Read MoreSalesforce: Data Import Accounts/Contacts using the Import Wizard
To import the Account/Contact data into Salesforce, you have several options: Apex Data Loader The inbuilt Import Wizard for Accounts/Contacts The import wizard also imports Leads, Solutions and Custom Object data, but here we are focusing on Accounts/Contacts A third party Data Loader (Jitterbit, Informatica, Skyvva) All of the options above are free of…
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