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Importing data (date) into a custom field in contacts
I created a custom field on contacts (its a date field) and I need to know how to import data to that field.
thanks in advance for any help.
thanks in advance for any help.
Many times, Workbench users struggle to import dates because Workbench requires a YYYY-MM-DD text string in order to import to a date field, which can be a challenge when excel 'helpfully' converts it to a date format.
The REAL challenge you'll have is that you will want to load data based on the unique Salesforce ID of the contacts, not based on name (text strings are not reliable External IDs, and frankly you won't be able to load using that field anyway). You'll probably want to export the Names and SFID of your contacts, and do some matching work in excel to get a better data file (containing a column for SFID and a column with the date, saved to .csv). Once completed, you simply set up the mapping via Data Loader, and upload the date to the file. Very straight forward and there are dozens of videos on YouTube to answer the questions you may have.
Good luck, hope that helps.