I currently have existing account records with a custom field of YTD and LYTD sales volume. I added custom fields to the record for YTD and LYTD volume and want to update them monthly with data from a separate spreadsheet. I can't seem to get this update to work with the existing wizard. Is there another way or a different configuration that would let me load this data montlhly an ddisplay it on a dashboard?
3 answers
Here is some information on how to update accounts:
https://help.salesforce.com/HTViewHelpDoc?id=faq_import_general_update_with_import_wizard.htm&language=en_US
