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ElenablahblahElenablahblah 

I can't figure out how to put sales into salesforce

For a software that calls itself SALESforce, salesforce has the most counter-intuitive way of thinking about sales.  For example, I want to move a lot of sales data into the system using excel connector.  As far as I have figured it out, first I need to create a new opportunity and capture the opportunity id, and then I somehow have to attach the products sold to the opportunity.  BUT HOW???

 

 

THANK YOU!

Steve :-/Steve :-/
Which edition of SF are you using?
ElenablahblahElenablahblah

I'm using Enterprise.

 

Since I posted the above message in a state of anguish,  I've moved forward a little.  I've discovered the table OpportunityLineItem and if I query it, I get the dummy information I entered in as a historical sale.  But now I can't figure out how to use these table variables to insert data.  I'm comfortable with the Excel Connector; I use it all the time for Activities, Accounts and Contacts.  The closest I get is using the following:

 

Table: OpportunityLineItem

 

Line Item Id (I'm flagging it as new)

Opportunity ID

Quantity

Line Description

Date

Total Price

Price Book Entry ID

Product ID

 

Here's the error I get: Assertion Failed.  I don't even understand what this error MEANS!

Steve :-/Steve :-/

I'm not very comfortable using the Excel Connector, I preper to use the Apex Data Loader (as available with Enterprise). 

 

There are detailed instructions on how to upload Opportunities, and Line Items using the ADL here.

 

https://na3.salesforce.com/help/doc/user_ed.jsp?body=%2F_ui%2Ftraining%2Fhelp%2FCombinedSearchPage&str=upload+products

 

Questions this solution will help answer: - Step 1: How do I create and activate a Product Price Book? - Step 2: How do I load Products via the Data Loader? - Step 3: How do I load Products into Standard Price Book and Custom Price Books via the Data Loader? - Step 4: How do I load Opportunity Line Items via the Data Loader? See attached PDF file (for formatted - easy to read version of solution) The following steps need to be taken in the exact order: _______________________________________________________________________________________________ How do I create and activate a Product Price Book? Step 1 - SET UP Price Books in Salesforce CRM Usually there are only a small finite set of price books, therefore this action can be done directly in the application. If you choose to use the Data Loader, use the "PriceBook2" table. 1. In salesforce click on the Products Tab. 2. In the bottom right-hand corner, click on "Manage Price Books" 3. Add as many Price Books as necessary. 4. The Standard Price Book MUST be active. _______________________________________________________________________________________________ How do I load Products via the Data Loader? Step 2a - PREPARE Products file (See attached template "Products_INSERT_Template_Step2a.csv") 1. Make sure all Products have a Product Name -This is a required field when loading Products into the "Products2" Table 2. If you use Record Types, you will need the "RecordTypeID" for the insert file -EXPORT "Record Type" table via the Force.com AppExchange Data Loader (you will need to check "Show all Sforce Objects"). This export will provide the 18 digit ID, which is needed for the insert. 3. Make sure your column headers in the file exactly match fields in SFDC Step 2b - INSERT Products to the "Products2" Table. 1.Open Data Loader 2. Insert to "Products2" table 3. Save success and error files in a folder for this project, you will use them in the Step 3b. _______________________________________________________________________________________________ How do I load Products into Standard Price Book and Custom Price Books via the Force.com AppExchange Data Loader? Step 3a - EXPORT "Price Book 2" Table You will need the "PriceBook2ID's" and other fields to prepare a file for the next step. 1. Open the Data Loader 2. Export the "Price Book 2" table 3. You need "Price Book 2 ID" for insert file 4. Save file in an easy to access location 5. This will be used to create your final insert file for Step 3c and 3e Step 3b - PREPARE file for Standard Price Book NOTE: Even if you do not want to associate these Products with the Standard Price Book this step still must be followed. Data Columns: -Product2ID: Use the "ID" from the "Product2" success file from Step 2 -PriceBook2ID: get the Standard Price Book ID from file created in Step 3a -CurrencyIsoCode: use Salesforce CRM currency symbol (only for Multi-Currency org) -Unit Price: this is the List Price/Standard Price field for the product -UseStandardPrice: this should be TRUE or FALSE and indicates whether to use the price from Standard Price Book or not. ----FALSE (only option for Standard Price Book) ----TRUE (is not an option because "Use Standard Price" field is not available in the Standard Price Book) -IsActive: TRUE (must be TRUE to insert - this can be changed to FALSE after Step 5 is complete) Step 3c - INSERT into "Price Book Entry" Table 1. Open the Data Loader 2. Insert to "Price Book Entry" table 3. Save success and error files in a folder for this project Step 3d - PREPARE file for Custom Price Books Use the file from last step and modify it to have the Custom Price Book ID. Data Columns: -Product2ID: Use the "ID" from the "Product2" success file from Step 2 -PriceBook2ID: get the Custom Price Book ID from file created in Step 3a -CurrencyIsoCode: use Salesforce currency symbol (only for Multi-Currency org) -Unit Price: this is the List Price/Standard Price field for the product -UseStandardPrice: this should be TRUE or FALSE and indicates whether to use the price from Standard Price Book or not. ----FALSE (this choice means you will use the Unit Price from the custom Price Book and NOT the Unit Price from the Standard Price Book) ----TRUE (this option only works if this Product has been added to the Standard Price Book. This choice will use the Unit Price from the Standard Price Book) -IsActive: TRUE Step 3e - INSERT into "Price Book Entry" Table MAKE SURE your Custom Price Books are Active in SFDC. 1. Open Data Loader 2. Insert to "Price Book Entry" table 3. Save success and error files in a folder for this project Step 3f (optional) INACTIVATE Standard Products in Standard Price Book 1. Take the success files the Standard Price Book Entry insert from step 3c 2. Change the values in "IsActive" from true to FALSE 3. Map only the "Product2ID" and "IsActive" fields 4. Open AppExchange Data Loader 5. UPDATE "Price Book Entry" Table 6. Save success and error files in a folder for this project _______________________________________________________________________________________________ How do I load Opportunity Line Items via the Data Loader? Step 4 (optional) INSERT products into "OpportunitiesLineItem" Table 1. Data Columns: -Opportunity ID -PricebookEntryID -Total Price -Quantity -Unit price -other fields as needed NOTE: The Opportunity Product Table provides the "ProductID" as a mappable field, however this field should not be mapped in this process. 1. Export the Opportunity Product (OpportunityLineItem) table for a template 2. Export the appropriate Opportunities from the data loader with filter criteria. 3. Copy OpportunityID into the insert/update template file. 4. Export the "Price Book Entry" table from the data loader, the "ID" column is the PricebookEntryID. 5. Copy the appropriate PricebookEntryID's (with corresponding Opportunities) into the insert/update file. 6. Add the other data into the relevant columns in the insert/update file. 7. Open AppExchange Data Loader. 8. Insert to "Opportunity Product (OpportunityLineItem)" table _______________________________________________________________________________________________ NOTES: - The PricebookEntryID used in the insert file must correspond to the Opportunity Price Book that has been selected in the application. - If you change the Product Family as a part of the update process, be sure to change the picklist values for this standard field as well. - When loading new products and Price Books, pay particular attention to the sequence of steps detailed above. The user defined standard Price Book must contain all products before the products can be assigned to other Price Books. ADDITIONAL REFERENCE: 1. Use Link: http://www.sforce.com/us/docs/sforce60/wwhelp/wwhimpl/js/html/wwhelp.htm 2. From the Table of Contents | Entity Relationships Diagrams | Product and Schedule objects

 

 

 

yvesyves

 

Hello

 

Pretty hard to assist, not really clear ...

Are they a list of pre-existing customer , list of leads ...customer not already loaded in the system ???

 

You have the Salesforce data loader , the connector is not obvious to work with .

the data import wizard also can possibly do the trick .

 

you would need to convert , tracking product within your opportunity..is the ''prompt user to add product'' checked in the Opportunity setting setting (setup-app setup - Opportunity).

 

ps: At first , it's not easy to understand , the way i overcame my frustration is to map my process flow . it's a real easy system.  After doing a few you will get the hang of it .....

the hard part is going ''out of the box'' , when it's not working

 

Good luck  

VK86VK86

Stevemo,

 

I am a newb using the Apex Data Loader for the first time and this was the best step-by-step guide to how to upload Products and Opportunity line items.

 

Thanks,

VK86