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Topics#Data ManagementPergunta de Lauren Russell
Lauren Russell (FRONTLINE Selling) perguntou em #Data Management
21 de jul. de 2017, 16:46

Uploading Files to Opportunity object

I am in the process of migrating data over from an existing org to ours, and I need to move the PDF attachments of the contracts to the corresponding opportunities. Initially I was going to import as  Attachments as that's what we're using currently (and I was able to import a test successfully), but after researching I discovered there's not going to be long term suport for adding attachments and to use Files as a best practice.

 

How can I do this? I'm using Jitterbit Cloud Data Loader, ard I don't see a Files object. Is there a way to do a mass import while associating Files with an Opportunity record? I would prefer to use Jitterbit, but can use the SF Data Loader if that's needed.
1 resposta
  1. Beto Carvalho (Cisco AppDynamics)
    24 de jul. de 2017, 16:22
    Lauren,

     

    I believe you'll have to upload your files to the FeedPost object. Reverse engineer it. In your sandbox upload a file to an Opportunity (as a "Salesforce (Chatter) File"). Then do an export of just that record from the FeedPost object. Look at the ContentData column to tell you where the file is stored. Once you figure it out, upload your files, then data load your chatter to the FeedPost object pointing to the appropriate Opportunity records.

     

    In the data load you would have to populate the following FeedPost fields/columns:

    • ParentId  (specify parent contact id)
    • Body   (text for chatter post)
    • ContentData  (Path to attachment on the local file system)
    • ContentFileName  (file name that shows up in Chatter post)
    • ContentDescription (file description that shows up in Chatter post)
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