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MyEdcals
Update fields in Opportunity
Hi
I need to update certain custom fields in Opportunity based on primary contact's email. I have the data in MS Excel. Is it possible to do this update using Excel Connector?
G
I need to update certain custom fields in Opportunity based on primary contact's email. I have the data in MS Excel. Is it possible to do this update using Excel Connector?
G
Yes,
You'll need to query the Opps table to get the appropriate Opp IDs. Then fill out whatever you need and upload.