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LiquidJLiquidJ 

how do i update existing leads with a new event or activity in the Excel Connector?

Hi,
I am trying to update mass leads with the same event and activity...i was told i could do this with the excel connector....
can anyone help me with this....there really isnt a user guide....
dreamhomescrmdreamhomescrm

Hello,

You have to pull all the new lead Ids from your database, best to do this by creating a standard report and exporting the details.

Then pull from SF using Excel connector the TASK table the fields that you what each new Task to have . . . i.e.

IdPriorityStatusSubjectActivityDate             OwnerIdTypeWhoId

The WhoId is where you put the Lead ID or Contact ID. Tasks for Opps or Accounts have their own fields for the Ids.
 
Then Copy/Paste your new data in the appropriate fields. Then insert the new rows.
 
Note: By default you can´t set the Created Date. To do this you have to contact SF Support and request it and then you will be able to set the Create Date for any Task for whatever you want.
 
Hope this helps.