I've created a custom external id field in leads i'm using that field to upsert leads coming from external sources
But I've a scenario i need to import leads from csv but when i try to import leads using data import wizard and i cannot see my external id custom field in "match by" field
How to overcome this or do we need to use data loader ?
#Sales Cloud #Salesforce Developer #DML #Lead Assignment Rules
1 réponse
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Smitha Thomas (CIBC)Hi @Srikanth Banoth,
I have always used Data Loader for similar scenarios but looks like it is possible with Data Import Wizard as well. Check this help article - https://help.salesforce.com/s/articleView?id=sf.faq_import_general_what_is_an_external.htm&type=5
and these threads/posts:
