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Topics#Data ManagementDomanda di Admin ADP
Admin ADP ha fatto una domanda in #Data Management
28 gen 2011, 19:06

How do you import child records and establish them with a parent?

We have a custom object, Roles, that are associated with one Opportunity. I am trying to import Role records using the import wizard. Our opportunites have SFDC IDs and an External ID. The roles I want to insert are associated with the External ID of the Opportunity. How can I ensure that the parent child relationship is established when importing the Role records?

 

Please Help!
5 risposte
  1. Bradford Gross (Salesforce)
    28 gen 2011, 19:13
    You need to insert these records with the Opp ID in the record. I would probably use the dataloader to do this. 

     

    I would probably download the external ID's and Opp Id's into an excel file and then vlookup external ID's with opp ID's on your input file...

     

    Then upload away... but do a small batch file first to make certain you got it right.
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