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Halp! I need someone smarter than me to explain what this means. I'm prepping a large report for a Wealth Engine screening and the last sentence in their pdf of file specs says "If your software program provides a file layout (also known as a “control file”), please include this with your production file. If a control file is not sent, ensure that you include column headings on the file that is submitted."

 

My "software program" is Salesforce. I'm not at all sure, but I'm guessing this has something to do with my column headers being different from their column headers (e.g. Billing Street vs ADDRESS_LINE1)... possibly to make it easier to update all of my records with the file they provide me AFTER doing the address verification and wealth screen? Does anyone have insights?

 

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