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Export or import Data Rich Text Area field with HTML formatting

Data pubblicazione: Feb 6, 2024
Descrizione

For other references on the Rich Text field, please review these articles: 

Risoluzione
 
Warning
Always back up your data before performing any data operation. See Export Backup Data from Salesforce or Export Data for more details. It is recommended to run a test with a small subset of records to ensure the operation was successful through manually opening and verifying that the corresponding records are correct in Salesforce.

Import HTML format

Data with HTML format can be rendered by fields having a Text Area (Rich) Data Type. Mapping HTML data to a non Rich-Text Area field may result to an error or the raw data being imported. To prepare the Data you would need to create a CSV with the Rich text field as one of its Column:

1. Create a CSV file with one column header that will be mapped to a Rich Text Field.
2. On this column enter the full HTML code that you wish to upload on the cell.
3. Use Data Import Wizard or Data Loader to upload the CSV

 

Export HTML 

Text that has format under a Rich text field can be exported as an HTML format when you use the Data Loader. The resulting data on your CSV file when exporting via Data Loader should be in HTML format by default.

1. Install Data Loader on Windows or MacOS. 
2. Export the record using the Data Loader that contains the Rich text field.
3. Exported data from the Rich Text field should be formatted as HTML as default.

 

Note: When you export the same records and fields with the export functionality in Reports, the resulting data on your CSV file is plain text and does not retain the HTML formatting.

See Also :
Data Recovery Retirement
Long and Rich Text Area fields are truncated when exporting Formatted Report or Printable View
VIDEO: How to Export or Import Data Rich Text Area Field with HTML Formatting

Numero articolo Knowledge

000381657

 
Caricamento
Salesforce Help | Article