How to Import Leads into Salesforce Using Data Import Wizard

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  • เผยแพร่เมื่อ 16 ก.ย. 2024

ความคิดเห็น • 15

  • @atzelcollazo4475
    @atzelcollazo4475 3 ปีที่แล้ว

    You're awesome, thanks!

    • @Rotive
      @Rotive  3 ปีที่แล้ว

      Thanks, Atzel!

  • @trailblazerforgeco
    @trailblazerforgeco หลายเดือนก่อน

    Love it. Keep it up.

    • @Rotive
      @Rotive  หลายเดือนก่อน

      Thanks!

  • @umayrrj3486
    @umayrrj3486 2 ปีที่แล้ว

    Thank you for that video. Would you happen to know if there is a way to transfer leads from GHL to salesforce?

    • @Rotive
      @Rotive  2 ปีที่แล้ว

      What does GHL stand for? I'm not sure I'm familiar.

    • @umayrrj3486
      @umayrrj3486 2 ปีที่แล้ว

      @@Rotive Go High Level, the CRM

    • @Rotive
      @Rotive  2 ปีที่แล้ว

      @@umayrrj3486 I'm not seeing an out-of-the-box integration between the two systems. Best approach is probably to export your leads from GHL as a CSV and upload the data into Salesforce with the Import Wizard.

  • @pchimalgi
    @pchimalgi 3 ปีที่แล้ว

    Hello hi ,thank you for your video.
    While importing I am getting an error of "You need to map the required field Primary Affiliation (org or biz)." I dont know what is this error.
    Any help is appreciated. Thank you

    • @Rotive
      @Rotive  2 ปีที่แล้ว

      Hi there. I'm not sure of the cause of that error. Do you have multiple business units enabled? Perhaps it's related to that.

  • @akshaycp9518
    @akshaycp9518 2 ปีที่แล้ว

    Hello,
    I have a doubt. What should I do to show error message while importing data without required field values? Now when I try to import data it works fine even without giving values to the mandatory fields. One or two fields are only required through field level others are made required from page layout.what should be done to Import values only if the required field values are given.

    • @Rotive
      @Rotive  2 ปีที่แล้ว

      Hi Akshay, when you import data into Salesforce fields required through the field setting must have a value. Fields required through the page layout do not have to have a value. Importing data is interacting with the database directly, so it's bypassing that user interface requirement.

  • @anshulkanaujia3308
    @anshulkanaujia3308 3 ปีที่แล้ว

    Hi Rotive
    Please help me
    I am just want to Post same data on the submission of form then Invalid_header_type error return

    • @Rotive
      @Rotive  3 ปีที่แล้ว

      Hey Anshul, I'm not sure what's causing that error. Do you have any more details?

  • @shadownc04
    @shadownc04 2 ปีที่แล้ว

    why does no one show the csv file! Bad tutorial