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jgoehring Data Loader help please
Let me first explain my goal then perhaps someone can point me in the right direction
M goal is to import a .CSV file of Cases to Salesforce using the Data Loader (or any free tool) and associate them witih the Accounts in Salesforce so that the users sees them from the Account tab.
I'm a little confused about whether or not I should be doing an Upsert and what Salesforce is looking for to match up against. The .CSV file has the Customer ID specified and I've uploaded the records to Salesforce but I can't seem to get them to come up in the Case related list section on the Account tab.
What am I doing wrong???
Thanks!
M goal is to import a .CSV file of Cases to Salesforce using the Data Loader (or any free tool) and associate them witih the Accounts in Salesforce so that the users sees them from the Account tab.
I'm a little confused about whether or not I should be doing an Upsert and what Salesforce is looking for to match up against. The .CSV file has the Customer ID specified and I've uploaded the records to Salesforce but I can't seem to get them to come up in the Case related list section on the Account tab.
What am I doing wrong???
Thanks!