Ange enkelt stora mängder samlingsdata i Salesforces standardobjekt och egna objekt genom att använda CSV-filer. Hjälp användare transformera data från olika källor eller format till en standardiserad struktur. Importera samlingsdata från externa system till insamlingsplanen och relaterade objekt med minimala fel och minskad datainmatningstid.
Du kan infoga, uppdatera eller infoga data som aktuellt förfallobelopp, dagar som förfallit och totala betalningar som tagits emot från externa system i Salesforce-samlingar. Mer information finns i CSV-datahantering för branscher.
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