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Callum Curtiss Using data loader to populate check boxes
Hi there,
We have a database on our website of various companies (around 2400). These companies are also in our salesforce along with thousands of others. I created a check box on a company record intended to mark the companies on the database we have on our website called 'on wesbite database'. I can export a spread sheet of the website database and edit it so it just has the companies names. I then want to upsert this onto salesforce in a way in which it will match company names on the excel sheet with those in salesforce and then populate the checkbox on the company record. I hope the makes sense.
It will save a hell of alot of time on having to do it manually
Thanks in advance,
Callum
We have a database on our website of various companies (around 2400). These companies are also in our salesforce along with thousands of others. I created a check box on a company record intended to mark the companies on the database we have on our website called 'on wesbite database'. I can export a spread sheet of the website database and edit it so it just has the companies names. I then want to upsert this onto salesforce in a way in which it will match company names on the excel sheet with those in salesforce and then populate the checkbox on the company record. I hope the makes sense.
It will save a hell of alot of time on having to do it manually
Thanks in advance,
Callum
I think you need to make external field in Salesforce by which you can do mapping with the record.
Here is the link about https://help.salesforce.com/apex/HTViewHelpDoc?id=faq_import_general_what_is_an_external.htm&language=en
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/langCon_apex_dml_nested_object.htm
-Thanks
Ashlekh Gera
Thanks for your help