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Topics#Data ManagementDomanda di Support Marketing
Support Marketing (The Oxford College of Marketing) ha fatto una domanda in #Data Management
21 nov 2018, 16:44

Data Import Wizard how to load across two objects

I have two objects:  Module and Opportunity and I would like to use one CSV file to load to both.  These are all updates to existing records.  When I try to use the data loading wizard I map Module:Module (which is the module ID) to Module and all of the associated module fields I am loading to load perfectly.  However I am unable to see the Opportunity fields when trying to map.  I have added the Opportunity ID into the CSV and have tried mapping this to salesforce.com id but it is still not loading ot the Opportunity fields.

 

I have tried using column headers e.g. Opportunity: Outstanding Amount and Outstanding Amount but neither work.

 

I thought about doing two data loads, one to module and one to opporutunity but I cannot select Opportunity or any of the fields to load to?  I am a system admin and have checked permissions.  The fields I am loading to are on the relevant page objects.

 

Any thoughts would be appreciated?
5 risposte
  1. Support Marketing (The Oxford College of Marketing)
    21 nov 2018, 17:20
    Sorry I should have said I am only updating existing records.  I can use the data wizard and that works but I am curious to know if I could load using just the one csv file?
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