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#Contacts Relationship0 debatiendo

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Elchanan Rottman (Developer en Private) ha preguntado en Nonprofit Hub
8 abr 2024, 5:46
Is there any way I can create multiple relationship objects via upload? Is there any template for this? Thank you
#NPSP #Contacts Relationship #Contact Relationships #NPSP Import Tool #Dataloader
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  1. Terry Cole (Street Youth Ministry of Austin)
    8 abr 2024, 14:30

    You can create this custom NPSP object by upload. It requires two preexisting contacts which can make it challenging.

    I use Apsona because I don’t need ids to match contacts.

    I don’t believe NPSP data importer does support relationships easily or at least out of the box. I could be wrong if you approach it with custom mappings.

    --Terry

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Simon Bell (Salesforce Product Owner en Primark) ha publicado en * Salesforce Administrators *
27 abr 2020, 12:01

Contact Hierarchy / Org Chart

 

Hi All - is there a way to show a Contacts relationship with their Account i.e. Decision Maker, Buyer etc, within a column in the Contact Hierarchy?

 

Thanks!

 

Simon

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