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Erin Ross External Data - Best way to have it appear in SF
Our company would like to import volume data for our certain leads, monthly. I would like the data to appear in the page layout like a related lists of activities. Each import would appear with the month and volume dollar amount...IE. JUNE 2015 - $ 10,000. It is very important that we be able to report on this data...What would be the best way to do this? Custom related list, just a new section with fields, etc? Any help would be greatly appreciated. Thank you.
So for example, if the lead Clark Kent has several data points like the following:
June 2015 - 10K
July 2015 - 20K
June 2016 - 15 K
Then it would be best (IMHO) to store it in a seperate child object.You can then use the report type Leads with <Custom object name> to pull the full list of records.
Using fields on the lead may not be a scalable solution especially if you are capturing the data year over year and want to keep historial data as new data is imported. If you do not want to keep historicals and only want to see data of the current year and there is only one set of data for each month you probably can use a set of 12 fields (Jan - Dec) to capture that information with the caveat that you will be overwriting the data of these field each year.