Who is this for: Service Desk team to upload F2F Meetings to Salesforce using an Excel Template and Data Loader
Where will this solution be located: https://login.salesforce.com/
When does this solution apply: When you are asked to upload F2F Meetings to Salesforce for Rusty Keeley. This process is usually done
Description: This article guides a Team Member through the process of successfully uploading a F2F meeting template to salesforce.
Utilize the spreadsheet attached as a guide. Use the field mapping attached when using data loader.
Subject: Concatenate "F2F - " & Description
zContact Name: pull the first name from the contact name column using vlookup and searching for everything to the left of the comma. (or use formula =IFERROR(TRIM(LEFT(K2,(FIND(",",K2,1)-1))),K2) where K2 is the contact field with all the contacts)
Contact ID: Run a report in Salesforce with all of the contacts and leads. Include Contact Name, lead name, Contact Id, and Lead ID and export into a csv. Use vlookup to find the contact name in your salesforce report and pull in Contact or Lead ID into your template.
Start Date and End Date: these need to be in Date/Time format for Salesforce. Select the two columns, CTL + 1, Custom category and add the format yyyy-mm-dd hh:mm:ss and press okay. Your date fields should look like the spreadsheet.
Description: Concatenate Subject and zContact Name columns
Open Data Loader
Select Insert
Select Event as the object
Upload your CSV file
Next & OK
Choose an Existing Map
Use the F2F Mapping Upload that is attached here and click open
Next
Finish
Yes