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Naperville Jim Can I import custom lookup Lead field (references Account) with Excel Connector?
I added a custom lookup field to the Lead object that references
Account. When I use the query wizard in the connector it does not show
up in the column list. It shows up fine in the UI and in a call to
DescribeSObject. Another simple Text field I added shows up just fine
in the connector.
Account. When I use the query wizard in the connector it does not show
up in the column list. It shows up fine in the UI and in a call to
DescribeSObject. Another simple Text field I added shows up just fine
in the connector.
The same issue occurs in the import wizard. My lookup field does not
show up in the custom field section of the mapping page but the other
field does. This makes me think I've hit some limitation, but I
haven't found an explanation anywhere yet.
show up in the custom field section of the mapping page but the other
field does. This makes me think I've hit some limitation, but I
haven't found an explanation anywhere yet.
CHughesI was informed that lookup fields cannot be used with Excel Connector, which I find extremely frustrating. If you find another way, I'd be thrilled as it would be very useful.
AndySFMaybe you can set up another field (text) which will automatically be populated with your lookup field via a workflow rule. So the rule would be whenever the lookupfield is changed, copy the value over to your new field. This would then be available through the connector. I haven't done this but it seems like it could work?