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주제#Contacts Relationship

#Contacts Relationship토론 중인 항목 0개

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Elchanan Rottman (Private Developer) 님이 Nonprofit Hub에 질문했습니다
2024년 4월 8일 오전 5:46
Is there any way I can create multiple relationship objects via upload? Is there any template for this? Thank you
#NPSP #Contacts Relationship #Contact Relationships #NPSP Import Tool #Dataloader
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  1. Terry Cole (Street Youth Ministry of Austin)
    2024년 4월 8일 오후 2:30

    You can create this custom NPSP object by upload. It requires two preexisting contacts which can make it challenging.

    I use Apsona because I don’t need ids to match contacts.

    I don’t believe NPSP data importer does support relationships easily or at least out of the box. I could be wrong if you approach it with custom mappings.

    --Terry

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Simon Bell (Primark Salesforce Product Owner) 님이 * Salesforce Administrators *에 글을 올렸습니다
2020년 4월 27일 오후 12:01

Contact Hierarchy / Org Chart

 

Hi All - is there a way to show a Contacts relationship with their Account i.e. Decision Maker, Buyer etc, within a column in the Contact Hierarchy?

 

Thanks!

 

Simon

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