My Solution: I have built (2) custom objects "Retail Sales History" (Master) which is intended to be a summary record for the monthly activity and has (2) fields - Record Name and Total Sales (Roll Up Summary) and "Retail Sales History Items" (Detail) which is the individual transaction record and has (6) fields. (Quantity, Product Description, Product SKU, Unit Price, Extended Price,Posting Date). See screen cap below.
Problem: Currently I manually use vlookup in the supplied Excel files to identify the individual Retailer Account and create the "Retail Sales History" record for each Account for that month using data loader wizard then I use vlookup again to map the "Retail Sales History" record to the related "Retail Sales History Items" and then load those using the data loader wizard. The end result is what you see in the screen cap above and which the client is very happy with.
Question: Is there a way to utilize a FTP site (or something else) where the Distributors could upload their files and using "code" SalesforceCRM would download the information and automaticcaly create the appropriate records in Salesforce using the object model described above?
2 件の回答
If you use dataloader.io -- it can pull files from other data stores, and it has a 'lookup using' feature which can use a non-Salesforce record ID field to find the appropriate record. Check it out at: dataloader.io in a browser window.
