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            Create a .CSV File

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            Create a .CSV File

            Follow these guidelines when you prepare a .csv file for import.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            • The first row in the .csv file lists the field names of the object to which you want to upload the records. Think of these like the columns in a spreadsheet.
              Important
              Important

              Many objects in Salesforce are related to other objects. Keep these additional factors in mind when listing relationship fields in the first row.

              • Add a reference to a related object in a CSV file.
              • To describe the relationship between an object and its parent, use RelationshipName.IndexedFieldName, where RelationshipName is the relationship name of the field and IndexedFieldName is the indexed field name that uniquely identifies the parent record.
              • Use the describeSObjects() call in the API to get the relationshipName property value for a field.

              Here’s an example of relationship fields:

              • AdvAcctForecastSetUse is the parent of ManufacturingProgramForecastFact.
              • Name is an indexed field on AdvAcctForecastSetUse. As a result, you can use AdvAcctForecastSetUse.Name to uniquely identify the AdvAcctForecastSetUse record.
                Note
                Note Be sure to use unique values in the indexed field. If there’s more than one record with the same value, the .csv file upload process fails with the DUPLICATE_EXTERNAL_ID:Name: more than one record found for external id field error.
              For example, if you upload records to the Manufacturing Program Forecast Fact object, the first row in the .csv file looks like this.
              Name,AdvAcctForecastSetUse.Name,Status,ProductionModel.Name,ProductionLocation.Name,PeriodId,ProgramQuantity,ExpectedRevenuePerUnit,MarketSharePercent,ForecastedRevenue,ForecastedQuantity,ExternalReferenceNumber
            • Each subsequent row corresponds to a record in Salesforce. A record consists of a series of fields that are delimited by commas.
              FastCars AutoX Chennai JanFY2023,Fast Cars Program Set Use,Active,AutoX,Chennai,026T10000002icqIAA,500,250000,22,150000,300,FastCars AutoX Chennai JanFY2023
            • Ensure that all records in a .csv file are for the same object. You'll specify the Target Object when you import the CSV file.
            • Use only commas as delimiters.
            • Ensure that .csv files are in the UTF-8 format.
            • Ensure that all products in the .csv file have the same number of associated periods. If the products in the .csv file have unequal periods, the upload fails with an error.
            • We use Bulk API to upload records. For more information on how to prepare a .csv file for Bulk API upload, see Prepare CSV Files
            Example
            Example

            A car manufacturer named Fast Cars wants to launch the AutoX car in 2025. The program manager at a manufacturing supplier, Car Components, wants to forecast the program quantity, expected revenue per unit, forecasted quantity, and forecast revenue for January 2023, February 2023, and March 2023 for the Chennai and Bangalore plant locations.

            Create a .csv file for program forecasts in this format.

            Name AdvAcctForecastSetUse.Name Status ProductionModel.Name ProductionLocation.Name PeriodID ProgramQuantity ExpectedRevenuePerUnit MarketSharePercent ForecastedQuantity ForecastedRevenue ExternalReferenceNumber
            FastCars AutoX Chennai JanFY2023 Fast Cars Program Set Use Active AutoX Chennai 026T10000002icqIAA 500 250000 22 150000 300 FastCars AutoX Chennai JanFY2023
            FastCars AutoX Chennai FebFY2023 Fast Cars Program Set Use Active AutoX Chennai 026T10000002icrIAA 600 120000 15 97000 350 FastCars AutoX Chennai FebFY2023
            FastCars AutoX Chennai MarFY2023 Fast Cars Program Set Use Active AutoX Chennai 026T10000002icsIAA 700 230000 26 230000 400 FastCars AutoX Chennai MarFY2023
            FastCars AutoX Bangalore JanFY2023 Fast Cars Program Set Use Active AutoX Bangalore 026T10000002icqIAA 550 89000 10 54000 450 FastCars AutoX Bangalore JanFY2023
            FastCars AutoX Bangalore FebFY2023 Fast Cars Program Set Use Active AutoX Bangalore 026T10000002icrIAA 670 350000 21 340000 500 FastCars AutoX Bangalore FebFY2023
            FastCars AutoX Bangalore MarFY2023 Fast Cars Program Set Use Active AutoX Bangalore 026T10000002icsIAA 890 150000 18 450000 550 FastCars AutoX Bangalore MarFY2023

            Here's an example of the fastcarsprogram.csv file.

            Name,AdvAcctForecastSetUse.Name,Status,ProductionModel.Name,ProductionLocation.Name,PeriodId,ProgramQuantity,ExpectedRevenuePerUnit,MarketSharePercent,ForecastedRevenue,ForecastedQuantity,ExternalReferenceNumber
FastCars AutoX Chennai JanFY2023,Fast Cars Program Set Use,Active,AutoX,Chennai,026T10000002icqIAA,500,250000,22,150000,300,FastCars AutoX Chennai JanFY2023
FastCars AutoX Chennai FebFY2023,Fast Cars Program Set Use,Active,AutoX,Chennai,026T10000002icrIAA,600,120000,15,97000,350,FastCars AutoX Chennai FebFY2023
FastCars AutoX Chennai MarFY2023,Fast Cars Program Set Use,Active,AutoX,Chennai,026T10000002icsIAA,700,230000,26,230000,400,FastCars AutoX Chennai MarFY2023
FastCars AutoX Bangalore JanFY2023,Fast Cars Program Set Use,Active,AutoX,Bangalore,026T10000002icqIAA,550,89000,10,54000,450,FastCars AutoX Bangalore JanFY2023
FastCars AutoX Bangalore FebFY2023,Fast Cars Program Set Use,Active,AutoX,Bangalore,026T10000002icrIAA,670,350000,21,340000,500,FastCars AutoX Bangalore FebFY2023
FastCars AutoX Bangalore MarFY2023,Fast Cars Program Set Use,Active,AutoX,Bangalore,026T10000002icsIAA,890,150000,18,450000,550,FastCars AutoX Bangalore MarFY2023

            If the program manager at Car Components wants to forecast the forecasted quantity and market share percent at the variant level (Red color AutoX and Blue color AutoX) for three months (January 2023, February 2023, and March 2023) for the Chennai and Bangalore locations, they can create a .csv file for the program variant forecasts as shown in this example:

            Name,AdvAcctForecastSetUse.Name,Status,ProductionModel.Name,ProductionLocation.Name,Product.Name,PeriodId,ForecastedQuantity,MarketSharePercent,ExternalReferenceNumber
FastCars AutoX Chennai Red JanFY2023,Fast Cars Variant Set Use,Active,AutoX,Chennai,AutoX Red,026T10000002icqIAA,500,22,FastCars AutoX Chennai Red JanFY2023
FastCars AutoX Chennai Red FebFY2023,Fast Cars Variant Set Use,Active,AutoX,Chennai,AutoX Red,026T10000002icrIAA,600,15,FastCars AutoX Chennai Red FebFY2023
FastCars AutoX Chennai Red MarFY2023,Fast Cars Variant Set Use,Active,AutoX,Chennai,AutoX Red,026T10000002icsIAA,700,26,FastCars AutoX Chennai Red MarFY2023
FastCars AutoX Chennai Blue JanFY2023,Fast Cars Variant Set Use,Active,AutoX,Chennai,AutoX Blue,026T10000002icqIAA,550,10,FastCars AutoX Chennai Blue JanFY2023
FastCars AutoX Chennai Blue FebFY2023,Fast Cars Variant Set Use,Active,AutoX,Chennai,AutoX Blue,026T10000002icrIAA,670,21,FastCars AutoX Chennai Blue FebFY2023
FastCars AutoX Chennai Blue MarFY2023,Fast Cars Variant Set Use,Active,AutoX,Chennai,AutoX Blue,026T10000002icsIAA,890,18,FastCars AutoX Chennai Blue MarFY2023
FastCars AutoX Bangalore Red JanFY2023,Fast Cars Variant Set Use,Active,AutoX,Bangalore,AutoX Red,026T10000002icqIAA,250,11,FastCars AutoX Bangalore Red JanFY2023
FastCars AutoX Bangalore Red FebFY2023,Fast Cars Variant Set Use,Active,AutoX,Bangalore,AutoX Red,026T10000002icrIAA,340,25,FastCars AutoX Bangalore Red FebFY2023
FastCars AutoX Bangalore Red MarFY2023,Fast Cars Variant Set Use,Active,AutoX,Bangalore,AutoX Red,026T10000002icsIAA,560,34,FastCars AutoX Bangalore Red MarFY2023
FastCars AutoX Bangalore Blue JanFY2023,Fast Cars Variant Set Use,Active,AutoX,Bangalore,AutoX Blue,026T10000002icqIAA,700,9,FastCars AutoX Bangalore Blue JanFY2023
FastCars AutoX Bangalore Blue FebFY2023,Fast Cars Variant Set Use,Active,AutoX,Bangalore,AutoX Blue,026T10000002icrIAA,650,12,FastCars AutoX Bangalore Blue FebFY2023
FastCars AutoX Bangalore Blue MarFY2023,Fast Cars Variant Set Use,Active,AutoX,Bangalore,AutoX Blue,026T10000002icsIAA,430,35,FastCars AutoX Bangalore Blue MarFY2023

            Considerations for Creating a CSV File

            • Populate ExternalReferenceNumber with either a unique name or number. You can use this field during the upsert to identify existing records. For example, if you want to change the program quantity of AutoX cars to 600 for the January 2023 period for the Chennai location, use this format.
              ProgramQuantity,ExternalReferenceNumber
600,FastCars AutoX Chennai JanFY2023
              If a record exists in Salesforce with the same ExternalReferenceNumber in the target object, then the system updates the record with the values that are provided in the .csv file. Otherwise, the system inserts a new record in the target object.
              Note
              Note You can also use the Name field as the External ID Field API Name during the upsert operation. But if more than one record with the same name exists, the .csv file upload process fails with the DUPLICATE_EXTERNAL_ID:Name: more than one record found for external id field error.
            • You can’t use the relationship field name (RelationshipName.IndexedFieldName) for the Period object because it has only ID as the lookup field, and you can’t customize the object to add an external ID field.
             
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