You need to sign in to do that
Don't have an account?
Case Manager
Is it possible to insert Record and Attachment at the same time using Data Loader?
I have a question related to Data Loader, is it possible to insert records from CSV file and corresponding attachments at the same time using Data Loader. If Yes, how is it possible? If Np, what are the alternatives?
1. First upload the case record in the system.
2. Export uploaded case records from the salesforce along with this fields Id,CaseNumber[or any common field in attachment csv file for lookup].
3. Then in the excel do the lookup with the attachment sheet to replace the case number with the salesforce id for mapping the attachment correctly to the corresponding record.
4. Replace the ParentId column in the attachment excel sheet with the case record id
5. Then upload the attachment csv file in the system
Note: In this example i took case number field, you take any field which you have mentioned in the attachment csv file to identify the attachment is belong to which case record.
Check this link https://help.salesforce.com/HTViewHelpDoc?id=loader_attachments.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=loader_attachments.htm&language=en_US)
Thanks in advance!