Cov txheej txheem:
Video: Kuv yuav ua li cas thauj cov ntaub ntawv ntau hauv Salesforce?
2024 Tus sau: Lynn Donovan | [email protected]. Kawg hloov kho: 2024-01-18 08:24
Txoj kev mus rau Bulk Insert
- Tsim ib cov ntaub ntawv CSV uas muaj koj cov ntaub ntawv . Siv cov cuab yeej uas koj nyiam tshaj plaws, tsim cov ntaub ntawv CSV uas muaj cov ntaub ntawv koj xav tau ntxig .
- Tsim ib txoj hauj lwm. Yuav ua li cas Tej API 2.0 txoj haujlwm, xws li ntxig lossis hloov kho cov ntaub ntawv, koj xub tsim ib txoj haujlwm.
- Upload koj CSV cov ntaub ntawv .
- Kaw txoj hauj lwm.
- Tshawb xyuas cov xwm txheej ua haujlwm thiab cov txiaj ntsig.
Tib neeg kuj nug, kuv yuav ua li cas loj upload cov ntaub ntawv hauv Salesforce?
Siv cov ntaub ntawv Import Wizard
- Pib tus wizard. Los ntawm kev teeb tsa, nkag mus rau Cov Ntaub Ntawv Ntshuam Wizard hauv Quick Nrhiav lub thawv, tom qab ntawd xaiv Cov Ntaub Ntawv Ntshuam Wizard.
- Xaiv cov ntaub ntawv uas koj xav import.
- Qhia koj cov ntaub ntawv teb rau Salesforce cov ntaub ntawv teb.
- Xyuas thiab pib koj import.
- Tshawb xyuas cov xwm txheej import.
Ib qho tseem yuav nug, Cov Ntaub Ntawv Loader ua haujlwm li cas hauv Salesforce? Cov ntaub ntawv Loader yog ib daim ntawv thov tus neeg siv khoom rau kev xa tawm lossis xa tawm ntau cov ntaub ntawv . Siv nws los ntxig, hloov tshiab, rho tawm, lossis xa tawm Salesforce cov ntaub ntawv. Thaum importing cov ntaub ntawv , Cov ntaub ntawv Loader nyeem, rho tawm, thiab thauj khoom cov ntaub ntawv los ntawm comma-separated values (CSV) cov ntaub ntawv los yog los ntawm cov ntaub ntawv sib txuas. Thaum exporting cov ntaub ntawv , nws outputs CSV cov ntaub ntawv.
Ua li no, Bulk API ua haujlwm li cas hauv Salesforce?
API ntau yog raws li REST cov hauv paus ntsiab lus thiab ua kom zoo rau kev ua haujlwm nrog cov ntaub ntawv loj. Koj tuaj yeem siv nws los ntxig, hloov kho, nce siab, lossis tshem tawm ntau cov ntaub ntawv asynchronously, txhais tau tias koj xa daim ntawv thov thiab rov qab los rau cov txiaj ntsig tom qab. Salesforce ua cov lus thov hauv keeb kwm yav dhau.
Kuv yuav ua li cas hloov kho lub checkbox hauv Salesforce?
Kos rau checkboxes ntawm sab laug los qhia Salesforce cov ntaub ntawv koj xav tau pawg - kho, ces ob npaug nias rau teb koj xav tau pawg kho. Cov pawg kho kom raug kev sib tham yuav qhib. Xaiv "Tag nrho cov ntaub ntawv xaiv", sau tus nqi tshiab rau qhov teb thiab xaiv txuag.
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