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從 CSV 檔案匯入集合資料
使用 CSV 檔案,輕鬆將大量集合資料輸入至 Salesforce 標準和自訂物件。協助使用者將各種來源或格式的資料轉換為標準化結構。將外部系統的集合資料匯入至「集合計畫」和相關物件,並減少錯誤並縮短資料輸入時間。

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您位於此處:
使用 CSV 檔案,輕鬆將大量集合資料輸入至 Salesforce 標準和自訂物件。協助使用者將各種來源或格式的資料轉換為標準化結構。將外部系統的集合資料匯入至「集合計畫」和相關物件,並減少錯誤並縮短資料輸入時間。
| 提供版本:Lightning Experience |
| 提供版本:檢視產品和版本的可用性。 |
您可以將資料 (例如目前到期金額、逾期天數,以及從外部系統接收的付款總數) 插入、更新或更新插入至 Salesforce 集合。如需詳細資料,請參閱「產業CSV 資料管理」。

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