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Posts from the category “Data Quality”. Click here for all posts in Successforce Blog.

Post Your Questions about the Excel Connector on the Discussion Boards

Our earlier post about the Excel Connector has attracted a steady stream of comments about it's usage, so we decided to create a new discussion board just for it:The Excel Connector Discussion.

For all three of you who don't know about it, the Excel Connector is a useful tool to easily import data, insert new records into both standard and custom objects, query data from salesforce and perform mass updates in Excel. It's available for both, Professional and Enterprise Edition cutomers. Though it's not officially supported, several Salesforce.com gurus, including Benji Jasik and Ron Hess (the original author of the connector), frequent the Successforce boards, making it a much better place to discuss it. I've also copied the comments from the earlier post onto the board so that everything is in one place.

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Post Your Questions about the Excel Connector on the Discussion Boards

Our earlier post about the Excel Connector has attracted a steady stream of comments about it's usage, so we decided to create a new discussion board just for it:The Excel Connector Discussion.

For all three of you who don't know about it, the Excel Connector is a useful tool to easily import data, insert new records into both standard and custom objects, query data from salesforce and perform mass updates in Excel. It's available for both, Professional and Enterprise Edition cutomers. Though it's not officially supported, several Salesforce.com gurus, including Benji Jasik and Ron Hess (the original author of the connector), frequent the Successforce boards, making it a much better place to discuss it. I've also copied the comments from the earlier post onto the board so that everything is in one place.

Technorati Tags: , , ,

Importing Attachments Using the Sforce Data Loader

Here is a great solution by Chris Bonacore

Some of you have asked for details on importing attachments via the Data Loader so I thought it may help for everyone.

If you want to migrate from one org to another, then you first need to get a Weekly Export Service download.  Make sure you check the "Include attachments" box. You will get an attachments.csv and the actual attachments.
Data_loader_3
The key to importing attachments is a little known feature inside Data Loader. The part that is not documented is that the import wants the actual filename in the BODY field. So for example, the attachments themselves have a ID name, let's say its 123456789 and it is on your hard drive in the C:\Export folder. So in the BODY field you need to put C:\Export\123456789.

Continue reading »

Importing Attachments Using the Sforce Data Loader

Here is a great solution by Chris Bonacore

Some of you have asked for details on importing attachments via the Data Loader so I thought it may help for everyone.

If you want to migrate from one org to another, then you first need to get a Weekly Export Service download.  Make sure you check the "Include attachments" box. You will get an attachments.csv and the actual attachments.
Data_loader_3
The key to importing attachments is a little known feature inside Data Loader. The part that is not documented is that the import wants the actual filename in the BODY field. So for example, the attachments themselves have a ID name, let's say its 123456789 and it is on your hard drive in the C:\Export folder. So in the BODY field you need to put C:\Export\123456789.

Continue reading »

Sforce Connector Available for Professional Edition Customers

Update: We've created a new message board for discussing the Excel Connector. Please continue this conversation there.

Professional Edition customers have asked how to load custom objects. We've made a version of the popular open source Sforce Excel Connector available for Professional Edition Customers.

Excel_connector_banner5

Click here to download the connector and view the documentation.  Please note that you must download Office Edition first for this tool to work.

Sforce Excel Connector Available for Professional Edition Customers

Update: We've created a new message board for discussing the Excel Connector. Please continue this conversation there.

Professional Edition customers have asked how to load custom objects. We've made a version of the popular open source Sforce Excel Connector available for Professional Edition Customers.

Excel_connector_banner5

Click here to download the connector and view the documentation.  Please note that you must download Office Edition first for this tool to work.

Sforce Connector Available for Professional Edition Customers

Update: We've created a new message board for discussing the Excel Connector. Please continue this conversation there.

Professional Edition customers have asked how to load custom objects. We've made a version of the popular open source Sforce Excel Connector available for Professional Edition Customers.

Excel_connector_banner5

Click here to download the connector and view the documentation.  Please note that you must download Office Edition first for this tool to work.

Mass Uploading Products to a Price Book

Color_product_2There’s a great post on the message boards about adding products to a standard price book using Ron Hess’s Excel Sforce Connector.

The highlights are below but you can also click here to read the full thread.

To add products to the Standard Price Book, you have to add entries to the 'PricebookEntry' table.

The table contains three id fields:
Price Book Entry ID
Price Book ID
Product ID

The Pricebook ID is of the Standard Price Book which you can get from querying the Pricebook2 table. The Product ID is of the Product you want to add and you can get that from the Product2 table. The Pricebook Entry ID value is 'new'.

Fill out the rest of the table as needed (List Price, Active, Use Standard Price, Currency). If you need a product with 2 currencies, add the product again to the PriceBook Entry book and just change the currency field.

Mass Uploading Products to a Price Book

Color_product_2There’s a great post on the message boards about adding products to a standard price book using Ron Hess’s Excel Sforce Connector.

The highlights are below but you can also click here to read the full thread.

To add products to the Standard Price Book, you have to add entries to the 'PricebookEntry' table.

The table contains three id fields:
Price Book Entry ID
Price Book ID
Product ID

The Pricebook ID is of the Standard Price Book which you can get from querying the Pricebook2 table. The Product ID is of the Product you want to add and you can get that from the Product2 table. The Pricebook Entry ID value is 'new'.

Fill out the rest of the table as needed (List Price, Active, Use Standard Price, Currency). If you need a product with 2 currencies, add the product again to the PriceBook Entry book and just change the currency field.

Creating a WIL for Merging Duplicate Accounts

Have you every found an account record that's a duplicate and wanted to launch the account merge form right from that account?  Here are the general steps.

Create a Web Link for the account object as: https://na1.salesforce.com/merge/accmergewizard.jsp?srch={!Account_Name}

Add that Web link to your page layout call it "Find Duplicates."  Now go to an account and fire off your new WIL.

You may have to adjust the account name to pick up the duplicate, however you now skip that mess of going to the accounts tab.

I 'WIL' have to admit I didn't think of this one on my own.  It was passed to me from one of the SFDC professional services guys. Thanks.

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