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I have a large number of new leads - 2,600 - which I want to import into my SF database as contacts and accounts

 

1. I do not have the account ID or Contact ID - it is simply a long list with names/company names - do I need to add that to be able to match them?

 

2. what happends to the leads where there is no account to match them to? i.e. a brand new lead where a NEW account needs to be created

 

Thank you for your help with this,

 

Michelle
답변 14개
  1. 2017년 2월 13일 오후 4:10
    With data loader, you can only update with Salesforce ID, I personally like Data Loader as it gives a specific error right away.

     

    With Data Import Wizard, the email you got should have an Error log attached to it.    
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