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Mass import invitees into Events

Fecha de publicación: Oct 13, 2022
Descripción
Add invitees into an Event by creating an import file using the steps below. Once you create your import file, apply the changes to your organization via Data Loader Insert operation.
Solución


Step 1)  Prepare your import file


Create your CSV import file and include the columns listed below, then relate your Invitees to your existing Salesforce records:
 
  • RelationId - Contains the ID of the person (User, Contact, or Lead) or the resource invited to an event. When Shared Activities is enabled, RelationId can also contain the ID of an Account, Opportunity, or other object related to an Event.
  • EventId - Contains the ID of the Event. This value can’t be changed after it’s been specified.

For all of the above relationships you must use the unique record Id to make a successful association. Because a lookup relationship is being created, simply inputting the record name will not work. You can get the Ids of the associated records by running and then exporting a report that included the Record Id column.

 

Step 2)  Insert the records using the Data Loader

 
  1. Log in to the Data Loader.
  2. Click on Insert.
  3. Select Show all Salesforce objects.
  4. Click on Event Relation.
  5. Locate the .csv file created earlier.
  6. Click on Create or Edit a map and map the Salesforce fields to the columns in your file. Review EventRelation for mapping information.
  7. Click on Next.
  8. Click on Finish.
 

Related Support Content
Insert, Update, or Delete Data Using Data Loader 
Add Salesforce IDs of existing records to your import file 
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