Hello all im totally new in salesforce world, was wondering if someone could help me out
I want to export accounts with related opportunities with dataloader, i only want the account from one specifik user.
Next i want to insert those accounts and related opportunities into a developer sandbox
Can someone help me out how to achieve this or point me to a tutorial online or point me into the right diretion ?
2 respuestas
Hi Brian,
You cannot export multiple objects in the same operation using dataloader.
You will first need to export the Accounts
You will then need to export the Opportunities
You will then need to Insert the Accounts into new environment and then insert Opportunities
Things to note, when loading the new data any reference fields to other objects, you will need to use the Id as reference not the name
for e.g. if you are inserting the Opportunities and relating them to Account A, you will need the Id of the Account not the Name
or for Owner field, you will need the Id of the user not the name
I would recommend going through the following module on Trialhead before getting started
