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Mass import a Quote document through Data Loader

Udgivelsesdato: Oct 13, 2022
Beskrivelse
Importing of Quote PDF (API name 'QuoteDocument' is only supported in API-enabled editions of Salesforce. A Quote Document represents that Quote in a Document format. This is only available in API version 18.0 and later.
Løsning

A. Prepare a CSV file containing the following fields and information:
 
  1. Quote ID - This is the ID of the Quote that will be used for the Document.
  2. Document -  This is the binary data of the Document Stored in the Quote Document object. When importing, this is path on file format. Example value: 'C:\Downloads\test.pdf'

Sample CSV file:

QuoteID,Document
0Q0q0000000J5c2CAb,C:\testfolder\test1.pdf
0Q0q0000000J5c2CAX,C:\testfolder\test2.pdf
0Q0q0000000J5c2CAg,C:\test3.pdf


B. Import the using the Data Loader
 
  1. Install and launch the Apex Data Loader. For more, please review Considerations for Installing Data Loader.
  2. Click on Insert.
  3. Enter your login credentials.
  4. Click on Next.
  5. Select the box next to Show all Salesforce objects.
  6. Select Quote PDF (QuoteDocument) from the list of available objects.
  7. Click Browse... and select the CSV file you created at step A.
  8. Click on Next.
  9. When the 'Data Selection' initialization dialog appears, confirm the number of records is correct and click on OK.
  10. Click on Create or Edit a Map on the next screen.
  11. Click on Auto-Match Fields to Columns or manually match the 'QuoteID' and 'Document' fields to the corresponding columns of the CSV file.
  12. Click on OK to proceed.
  13. Confirm that the mapping is correct and click on Next.
  14. Click on Browse... and specify the location for the success and error files.
  15. Click on Finish.
  16. Review the warning and if you're ready to proceed, click on Yes.

The name of the Quote Document in the user interface will be shown as a version of the Quote.

To see some additional helpful information, watch Data Import: Best Practices for Importing Data.
Vidensartikelnummer

000388777

 
Indlæser
Salesforce Help | Article