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MadChemist
Loading data from existing spreadsheets
I have an existing spreadsheet that contains action items that need to be loaded into salesforce. I am customizing the application for a clinical research application within the medical device industry. We have spreadsheets with action items that need to be done at the research sites.
I have customized the cases tab with all of the fields I need (do you think I should create a custom object for this instead?), and now am trying to figure out the excel connector and how to load the information. Is it possible to reorder the columns after a query? The columns on the query do not match with the columns on the existing spreadsheets and it would be a pain to have to copy and paste individual columns instead of the whole thing.
Thanks