We're coming from another CRM and we don't have an associated company record to import.
Can Salesforce automatically create an account if a company name exists on the contact record?
I'm not worried about duplicate accounts being created. I can deal with those later.
2 réponses
To create Automatically an Account you need to write some code.
If you want to use data load -
You can do below process
- Create an Account Load File with only NAME as one column which you can extract from your Contact
- Load Account
- Next step extract all Accounts you created with - SF ID along with Name
- Create a Contact Load file where AccountID = equals to SF ID you extracted above by doing Vlookups on Name field.
- Load Contacts
Please mark it best answer if it resolves your query.
