salesforce fields reference account accountcontactrole accountpartner accountteammember accountterritoryassignmentrule accountterritoryassignmentruleitem accountterritorysharingrule activityhistory announcement apexlog apextestqueueitem apextestresult appmenuitem asset attachedcontentdocument attac...
使用Salesforce数据导入向导创建upsert批量作业: 在Salesforce用户界面中,可以使用数据导入向导来创建upsert批量作业。首先,进入数据导入向导,选择"Standard Objects",然后选择"Accounts"作为导入的对象。 在"Select a CSV file"步骤中,选择包含要导入的数据的CSV文件。 在"Map F...
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为了避免重复记录或与此相关的Data Loader错误,请事先使用Excel的“删除重复项”功能(这对于可能具有重复值的大型数据集非常有用)或通过运行Salesforce报告来识别已有的记录,从而预先对数据进行重复数据删除。 4.字段映射问题: Data Loader 过程中不正确的字段映射是一个常见的麻烦来源。例如,您可能会不小心将错误的列...
2. Use Account fields to identify customers By definition, if a Pardot/MCAE prospect has an account associated with them, they must be a contact, and they must be in Salesforce – meaning they are not leads, and they are not unsynched to Salesforce. So using a field on Accounts that...
In this Salesforce Tutorial, we will talk about the following topics: Introduction to Salesforce Account How to Create a Salesforce Login Account? Steps for Creating a Salesforce Account Guidelines for Creating a Salesforce Account Login Salesforce Account Key Fields Features for Enhancing the ...
Check the box next to Allow Mailchimp to create Leads in Salesforce? Click I am Ready to Map Fields. After lead creation is enabled, contacts who are added to your Mailchimp audience are added as leads in Salesforce. If you don't want to allow lead creation at this time, click I ...
When campaigns are connected, Salesforce becomes the master campaign, which means its field values are taken as the source of truth. During the connection process, if there is a difference between Salesforce Campaign field values and the equivalent Pardot campaign fields, Salesforce replaces the ...
Check the box next to Allow Mailchimp to create Leads in Salesforce? Click I am Ready to Map Fields. After lead creation is enabled, contacts who are added to your Mailchimp audience are added as leads in Salesforce. If you don't want to allow lead creation at this time, click I ...
All objects include fields to store the name of the user who created the record and who last modified the record. This provides some basic auditing information to help troubleshoot. View and monitor setup changes with Setup Audit Trail. Admins can view Setup Audit Trail, which logs when ...