Sunday, September 24, 2023
HomeUncategorizedExport and Import Functionalities in Salesforce | All You Have to Know

Export and Import Functionalities in Salesforce | All You Have to Know


To maneuver attachment information from one Salesforce org to a different, from one object to a different, or to import from one place, you could observe two primary guidelines for exporting and importing. 

Export Attachments in Salesforce

  1. Login to along with your login to Salesforce.

Notice: You should utilize any information loading software corresponding to Knowledge Loader, or Talend 

  1. Assuming you might be utilizing, click on New Process and choose the Export button.
  2. Choose Attachment object, click on Subsequent.
  3. Choose the listing of fields and whether or not to use filters, then click on Subsequent, or use the next SOQL question to question for instance attachments on the Account object. You should utilize any merchandise to obtain from that particular merchandise or all gadgets.

  1. Click on “Save & Run”.
  2. Wait the method.
  3. After the duty is full, click on the hyperlink subsequent to the export job in Process Supervisor to obtain the attachment. This may obtain all attachments zipped into her one .zip file, instance: Attachment
  4. Choose another subject above the textual content field to discover a CSV file with the identical identify. For instance: Attachment Export-Demo.csv. All of the fields she selected when exporting to can be found in her CSV file.

dont miss out iconRemember to take a look at: Introduction to Creating and Using Salesforce Reports

Import Attachments in Salesforce

  1. Create an attachments.csv file (the identify of the file does not matter) with the next column headings: 
    • ParentId: Report’s ID to which the attachment must be related
      Identify: Identify of the attachment
      ContentType: Format of extension (e.g. .xls, .pdf, and many others)
      OwnerID: ID for the proprietor of the attachments
      Physique: File path to the Attachment on the native System.(C:paperwork and settingsschundesktopattachmentsfile.xls) 
  2. Log in to the Knowledge Loader
  3. Choose the “Insert” Command
  4. Within the Choose Salesforce Objects step, choose the Present All Salesforce Objects examine field and choose Attachments
  5. Select the attachments.csv file
  6. Map the next fields, within the mapping step:
    • Guardian ID 
      Proprietor ID
      Physique: Map the beforehand created Physique column to the file extension. How one can decide the file and site of the attachment to insert. 
  7. Click on “OK” to proceed with the insert. It could take a couple of minutes, however the attachment is efficiently uploaded to your Salesforce org.
  8. Additionally, be sure to are utilizing a legitimate Guardian ID/Proprietor ID because the Guardian ID will probably be completely different within the second org. Due to this fact, these attachments are added to the right data.

dont miss out iconTry one other superb weblog by Nikhil right here: Apex Triggers in Salesforce | Here’s What you Need to Know


Source link



Please enter your comment!
Please enter your name here

- Advertisment -

Most Popular

Recent Comments