Loading
Salesforce now sends email only from verified domains. Read More
Communications Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure CSV Upload for Custom Link Fields (Managed Package)

            You are here:

            1. Salesforce Help
            2. Docs
            3. Communications Cloud

            Configure CSV Upload for Custom Link Fields (Managed Package)

            Enable the population of custom link fields in quote member records via CSV file upload by adding the field to the relevant field set.

            Required Editions

            Managed Package Icon This feature is part of the Communications Cloud managed package.

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To configure Location and Subscriber tables: Communications Cloud Admin

            Make sure that the custom URL field is created. See Create a Custom URL Field for Quote Member (Managed Package).

            This configuration is specific to enabling CSV uploads for the link field.

            For CSV uploads to correctly populate your custom link field, an administrator must first add the field to the appropriate field set on the Quote Member object.

            1. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
            2. Click Quote Member, and then click Field Sets.
            3. Click Edit next to the field set used for uploads (for example, Member Upload Location).
            4. Drag your custom URL field from the palette into the In the Field Set section.
            5. Save your changes.
             
            Loading
            Salesforce Help | Article