Loading

Add a Topic to a series of records with Data Loader

Julkaisupäivä: Nov 26, 2024
Kuvaus

The Data Loader tool can be used to assign Topics to Records in your organization. 

See also:
 
Ratkaisu

 

Prepare your CSV file


The spreadsheet should contain at least two columns: Entity ID and Topic ID. Entity ID refers to the ID of the record you wish to add topics to (i.e. a Contact or Account ID).

There are 2 ways to find for the Topic ID:
 
  • Export the Topics object via the Data Loader
  • Get the ID on the URL of the Topic record page. (In Salesforce Classic, the ID is after "id=" while in Lightning Experience, the ID is between "Topic/" and "/view".)
     
 

Insert the records to the Record (TopicAssignment) object using Data Loader

 
1. Use the Insert function on the Data Loader.
2. Select the "Show all Salesforce object" box and select Topic Assignment (TopicAssignment). 
3. Upload the import file. Make sure that it is in a CSV format.
4. Map the fields.
5. Upon confirming insert, you get a summary of the import.
 
Notes:
  • If your csv contains rows where Topic-Record combinations are duplicated, the import fails.
  • For example, Data Loader will not accept 2 row with Topic A and Record A. Be sure to de-duplicate data before importing.
  • An ExternalID cannot be used to map to EntityId, it must be the standard Record Id.
Knowledge-artikkelin numero

000387658

 
Ladataan
Salesforce Help | Article