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houdini987 Importing Legacy Case data using Sforce Excel Connector
Hello all.
First timer here, I'm hoping someone has tried this before and can lend a hand. We have the Professional license of Salesforce and I just downloaded the Excel Connector Add-In. I'm able to query the case table without a problem, but I have some unanswered questions...
1) I cannot retrieve any data from CaseComment, CaseSolution, or Solution (receive "No data returned for this Query"). I know I have comments and solutions posted against my sample data online--is this a software limitation?
...fyi, I did install the Professional Edition of Excel Connector
2) When looking at the Case data, it appears that each case is issued an internal (hex?) CaseID number. I'm assuming this is some sort of RecordID. If I want to import my legacy cases through this interface, will I have to create new CaseID's for them? If so, what rules need to be applied to draw up these new numbers?
Many thanks to whoever reads this and takes the time to repond!
On (1), there have been no comments from anyone on this as a limitation of the professional version; it works fine in the open-source version. If you haven't done so already, I'd check for the selection criteria used (cells to the right of the table name). If you use the wizard, and don't specify selection criteria, it will automatically add one for recently changed records.
On (2), all the salesforce.com records are keyed on a sequentially assigned case sensitive 15 character id (which sometimes appears with an additional 3 characters to make a case-insensitive version). You don't built them ... they're assigned by salesforce.com automatically. When you insert new records through the connector, you put the value "new" into the cell for the id. After the insert is done, it will return the ID assigned for that record.