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Jason Johansen Updating Case Number with Excel Connector
I tried to find an answer to this with search, but haven't been successful. Using SF Professional Edition.
I am taking support tickets from an external system and loading them into CASES in SF. This seems to work fine, I am using VLOOKUPs to cross ref the contact/owner IDs as well as some other fields.
The one issue I am having is I would like the CASE # in SF to keep the same number in my existing system.
Case Number is an AUTONUMBER in SF and I think that is causing me the issue. I can't modify the definition of that field, or I would start there.
I am taking support tickets from an external system and loading them into CASES in SF. This seems to work fine, I am using VLOOKUPs to cross ref the contact/owner IDs as well as some other fields.
The one issue I am having is I would like the CASE # in SF to keep the same number in my existing system.
Case Number is an AUTONUMBER in SF and I think that is causing me the issue. I can't modify the definition of that field, or I would start there.
For example, we have the autonumber in SF to start with Case# 15000. Our existing system has 200+ cases (support tickets) in the range of 7000-13000. I would like to retain that number, as it is what our customers have records of.
Anyone successful in updating the CASE # in SF? I have tried to INSERT/UPDATE with the SF XL connector, but it does not touch that field. It actually inserts all new records with the *next* autonumber.
Thanks CRMG,
That is the direction is started last night. I will just pull over the legacy number in another field. Not sure if I want to include this legacy field in auto-response emails and customer communications, or just let it die and make all the old cases available with the new numbers. That rests on my shoulders.
The main point is that we can preserve the existing tickets in the move to SF, which we can do.