I'm updating thousands of Title fields, and the Override Proper works well - expect for IT, and understandably so. There are about 3k Contacts whose titles include IT, but "VP of IT" becomes "VP of it". I've tried using a condition placing a space ...
I've done many Import > Updates and, I guess it's my imagination that the process has changed. I wanted to update an Account > Industry picklist. I uploaded a file with Account Name and Industry (2000 records), mapped records (allways update Indust...
What is the best way to ensure that what is presently 'VP of Operations' is not modified to Vp of Operations when using the proper function. Is there a set/table of cleanse rules that helps with this?
I'm attempting to delete which I thought would be as simple as an import or upate. I'm doing this in a sandbox by the way. When I aim to delete, the setup page (1) recognizes 600 records in my Excel file. Mapping is only the Account ID field even t...
I have first name and last name, with special characters, and can't figure out a formula. In the majority of cases I want to keep the format as is in SFDC (often spaces). Assume (first name) Mary Ann and (last name) Williams Smith. The resulting NE...
That would seem logical but with that simple method, choosing Account ID as the key and Always Update Industry, Preview returns 0 records. I'm baffled and really need to figure this out.
I think my question is much simpler. How do I update text values to a picklist field? I used Import/Update, uploaded my file of Account ID and Industry, selected 'Always Update', Preview. The result is 'Import 0 Account records.' The word Import ...
