Creating New Records in Salesforce
To create new records in Salesforce you will only need a spreadsheet with your data.
In this example we’ll load Contacts as this is probably the most common scenario in any CRM. Below the spreadsheet that we need to load.
To load the above contacts to the following:
- Log in to Salesforce by clicking the Log in button.
- Select values in Excel so that your selection spans across all rows, e.g.:
- Go to the Push Data tab in the XL-Connector 365 sidebar and click on Insert:
- In the subsequent screen, select the Salesforce object (table) you are creating records in:
- Click on Mappings Manager and make sure your columns are mapped correctly to the respective fields in Salesforce and click on Apply:
- If you’d like the Ids of the created records to be populated in one of the data columns – select it in the Select column for result IDs.
By default, XL-Connector will use the selected rows to push them to Salesforce, but you can change that under Options together with Batch Size setting and Load Empty Values flag. If you
- Click on Run and Save to run the Insert operation according to the provided settings and save all the settings as a reusable Flow Step. In this case you’ll be able to run the same Insert operation again from the same area in your sheet with a single click on the Run Flow or Run Flow Step button.
Click Run to only run the Insert operation of the selected data and not save the mappings and other settings as a reusable Flow Step.
Click Save to save all the provided settings as a reusable Flow Step. In this case you’ll be able to run the same Insert operation again from the same area in your sheet with a single click on the Run Flow or Run Flow Step button.
- After the operation is completed, all operation results, along with the newly created record Ids will be written on the right from your data, one column over:
- If you selected Run and Save or Save when inserting, this operation will be saved as a reusable flow step and you’ll be able to run it with one click by clicking on the little Play icon: