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sathish r 30
Import Account from CSV to Salesforce Account on Weekly basis - without visualforce page
Hi, I need help - I need to automate account import from CSV file to Salesforce standard Account object. This is weekly scheduled activity and the CSV file will be in FTP folder. there is no visualforce page involved.Can anyone provide any reference to achieve this task.
Thanks
Thanks
After preparing your data for import, use the Data Import Wizard to map the data fields, and run the import.
Follow the process as mentioned in the below salesforce documented article,
https://help.salesforce.com/articleView?id=import_with_data_import_wizard.htm&type=5
Other Blog,
https://support.outreach.io/hc/en-us/articles/115000253253-Importing-Salesforce-Accounts-via-CSV-into-Outreach
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks.
Thanks for your input.
What i am doing now is selecting the CSV file manually and importing the file using Data loader. But the requirement is to automate this process.
Dataloader.io comes with a cost. Any code reference / any tool that comes for free to achieve this Scheduled import of CSV to Salesforce Standard object will be of great help.
Thanks
It looks like our team of experts can help you resolve this ticket. We have Salesforce global help-desk support and you can log a case and our Customer Success Agents will help you solve this issue. You can also speak to them on live chat. Click on the below link to contact our help-desk. Trust me it is a support service that we are offering for free!
https://jbshelpdesk.secure.force.com
Thanks,
Jarvis SFDC team