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Jim Riggio 1 Adding Child Records to Parent Accounts
I have problem that I am struggling with. I need to update a NEW Child object with data from the parent. Let me explain.
OLD DATA MODEL
Account object - Account Name, FieldA, Field B, etc
NEW DATA MODEL
Account Object - Account Name
Channel Object (lookup relationship from Channel to Account) - FieldA, FieldB
FieldA from Account needs to be its own record in Channel
This is what it should look like in New Data Model:
Account - Account Name
Channel - FieldA
Channel - FieldB
Channel - FieldC
I believe I don't need to use External IDs as I have read in previous posts, but I am confused to the correct way to set this up.
OLD DATA MODEL
Account object - Account Name, FieldA, Field B, etc
NEW DATA MODEL
Account Object - Account Name
Channel Object (lookup relationship from Channel to Account) - FieldA, FieldB
FieldA from Account needs to be its own record in Channel
This is what it should look like in New Data Model:
Account - Account Name
Channel - FieldA
Channel - FieldB
Channel - FieldC
I believe I don't need to use External IDs as I have read in previous posts, but I am confused to the correct way to set this up.
Once you extract, split your excel file in three files like following:
File 1: AccountID, Field A
File 2: AccountId, Field B
File 3: AccountID, Filed C.
And make sure remove any empty rows after split in Field A, Field B and Field C.
After Spliting files, use dataloader to upload all three files in Channel Object. Use Insert Operation. Map Name field(if it is Text) to Field A and Account Lookup field to AccountID. And you will have your records in child object and connected to parent object.
All Answers
Once you extract, split your excel file in three files like following:
File 1: AccountID, Field A
File 2: AccountId, Field B
File 3: AccountID, Filed C.
And make sure remove any empty rows after split in Field A, Field B and Field C.
After Spliting files, use dataloader to upload all three files in Channel Object. Use Insert Operation. Map Name field(if it is Text) to Field A and Account Lookup field to AccountID. And you will have your records in child object and connected to parent object.