function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Dwang21Dwang21 

Lexi Loader to Upload Donation Information

Hello,

 

I am very new to SalesForce and is trying to upload donation information to Salesforce using Lexi Loader, but I keep running into an error that says: "Sforce error validating entity".  Does anyone have an idea of how I can overcome this problem?

 

Does anyone have advice on using Lexi Loader and what the SalesForce mapping terms mean, such as Forecast?

 

Thank you,

 

Diana

jessebSFjessebSF

My experience with LexiLoader has taught me than in general when I have errors, the easiest thing to use to try and figure them out (besides Salesforce help searches) is to actually export (using LexiLoader) a sample of similar data to that which you are going to import, and see what differences there are between your data & what you are trying to import.

 

If you don't use Forecast, you do not need to worry about importing a forecast with the opportunities (donations) you are importing. Just make sure you don't have that as a required field on that record type.