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Topics#Sales And MarketingDomanda di Jillian Palmer
Jillian Palmer (Fiserv, Inc.) ha fatto una domanda in #Sales And Marketing
11 feb 2011, 20:34

Linking an Account ID with a Custom Object?

I have created a Custom Object and linked it to the Account Page.  The purpose of it is to track client survey results.  The issue I have now is that I have about 600 accounts in which I need to create a new item within this custom object.  The easiest way to do this would be with the Connector or the Data Loader, however, i have yet to find a way to link the Account ID with this new object.

 

I can create a new item in this custom object using the Connector, but without the Account ID, there is nothing to link it to.

 

Any ideas?
1 risposta
  1. Steve Molis (You Owe Me a Beer, Inc.)
    11 feb 2011, 20:47
     You're close, what you need to do is get a list of the Account ID's that you want to built records for.  Just dump your Account.Name and Account.Id into a CSV filed with tha Dataloader, or create a simple report with those 2 fields (and any other you might need) and export it to Excel.  

     

    Then fire up Excel and either copy&paste or do a VLOOKUP to insert the Account.Id onto your Custom.Object upload file

     

    Giddy Up!!!
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