How to Guide - Salesforce Data Import: Step 4- Error Messages & FAQ

Why do these not connect?

Importing Data to Salesforce using a Spreadsheet or .CSV Files

How do you "patch record ID's"?

Use data loader to export the "name" and "RecordID" of the object.
Open the extract file.
Copy/Paste the appropriate RecordID from the extract file into the spreadsheet where the ID is needed.
You need the "name" in order to match the RecordID from the export to the spreadsheet! A RecordID is simply a 15 or 18 character set that acts as a unique identifier for the record in Salesforce.

In the example, Opportunity RecordID's have been inserted into the spreadsheet along with Contact RecordID's.

Help! Data loader gave me an error message! What do I do?

My most common error is having an incorrect field type in the upload spreadsheet- primarily when a RecordID is necessary, and I included a Name instead. For additional error messages & solutions, reference: Common Data Loader Error Messages

How do I map my column headers?

Did you fully complete step 1: Merge and Clean Up the data? If so, the column headers in the spreadsheets should match your field names in Salesforce. Mapping column headers with data loader is simple - the names match!
If you did not complete step 1, you may end up with something like this:

Import Spreadsheet

(Explorer = Contact)

Data Loader Mapping Page

Issue #1: Account ID is needed, but we have the Account Name listed. This will cause an error during our upload.

Issue #2: Contact first name and last name are necessary. Our import file only lists the full name. We should have separated the name in the spreadsheet before attempting upload! If I associate the LastName field with "Explorer/Contact," I will end up with the first and last name in the LastName field. Oops!

Issue #3: This will not cause an error within data loader, but makes our upload process much more confusing:

Column headers do not match Salesforce field names.

Example: "Cell" in the spreadsheet matches with the field "mobile." If I have a more generic name such as "contact number" in my spreadsheet, how do I know if this is a mobile or an office or a home phone?

0 inserts!

The error: The Account Name column should have contained an AccoundID!

No matter how hard you try - legs do not equal a torso!
An AccountName is not an AccountID!

Any tips for painless data imports? I'd love to hear them! Leave a comment.

Want to hear from the Trailhead Baby about a specific topic?
Name your pain...

Leave a comment!

Comments

Process Automation Specialist Superbadge - 5

A project with Daddy: My favorite daily process! Making dinner for Mom! Tonight's challenge involves the creation of two processes. Processes. Have you guessed the theme of the photos that go along with the Trailhead - Process Automation Specialist Superbadge series?They are a few of my favorite day to day processes! You, my amazing reader, get more than tips for a Salesforce Superbadge. You also get personal insight into the life of a Trailhead Baby! I hope that you feel inspired. Process Builder sketch Last night, I drew a rough sketch of my process: Was it pretty? No. Did it help? Yes! The sketch allowed me to organize all of the instructions into a reasonable order before I started clicking. It also removed the approval steps from Process Builder and highlighted (with *'s) the prerequisite items to building my process. * Email Alerts I needed the Email Alerts set up before I could create either the process or ...

Einstein Analytics Data Preparation Specialist Superbadge - 1,2,3

Hello all! It's time for another superbadge! I started this superbadge a long time ago... it's time to finish it! My goal is to complete this badge before my little brother starts to walk. He's getting close... Step 1 - A quiz. You're on your own! Step 2- This is one checkbox in setup. You're on your own! Step 3- Let's talk about that.... Dataflow. The best tool to use when crafting your dataflow is the data monitor. It can help troubleshoot issues to find which part of the process needs some work. For example.... Why were rows not created? The problem? A box was checked that should not be checked.... The alias name was not correct for the "register" node. Once you see that beautiful green "Success" message, it's time to check the challenge. Do not be discouraged if you get a few error messages. This superbadge is EXTREMELY picky on syntax. A few common errors: You can see this error and st...

Service Cloud Specialist Superbadge - 4,5,6,7

Part of doing the Service Cloud Specialist superbadge is trying new things, so I am putting up picture of new things that I've tried recently. One of my favorite new things this week was taking a shower with my whole block collection. Mom put me in the shower, and I sneaked out to grab the block bin and dumped it in. I'm concerned to share photos because of the slight nudity, however, I can assure you that it was a glorious adventure. Instead, I'll share my favorite Saturday new thing- walking to the coffee shop for a sprinkle donut! Back to the superbadge... Challenge 4 Case Routing If you haven't taken the Onmi Channel module yet, now is a good time! I kept that particular module open one on screen while I walked through this step. It is hard to give many hints about this step without giving away too many details - so - the best advice is to read through the challenge and label each step with the corresponding Salesforce term. (IE - "The...

Trailhead Baby

Search This Blog