Importr

What is a valid date format in CSV?
'Date' field acceptable formats YYYY-MM-DD YYYY-MM-DD hh:mm:ss YYYY-MM-DD hh:mm:ss YYYY-MM-DDThh:mm:ssZ YYYY-MM-DDThh:mm:ss.sssZ   'Date Time' field acceptable formats YYYY-MM-DD hh:mm:ss YYYY-MM-DDThh:mm:ssZ YYYY-MM-DDThh:mm:ss.sssZ
Wed, 25 Nov, 2020 at 1:40 PM
Can I run an import that checks for duplicates against two Salesforce objects at once (e.g. Leads and Contacts)?
Yes, you can check for duplicates against two objects at once.    To do this you must have a cross-object dataset in Trimmr for these objects.  DataGroomr automatically creates a cross-object dataset for "Leads in Contacts".  If you need to create others, please see this document. In Importr modul...
Tue, 7 Feb, 2023 at 11:30 AM
Can I change the Matching Model used by Import?
By default CSV files will be analyzed for duplicates using the default model for the selected target object. You can change this model after the CSV file is imported. 1) Create an Import (or use an existing one). 2) Navigate to the appropriate Importr Dataset, select the Settings button, and then select Edi...
Wed, 27 Dec, 2023 at 10:04 PM
Importr: Reference Fields from Cross Objects
Some business usecases might require a field to be pulled in from two related objects connected through a lookup relationships (a rollup summary field will not applicable because it is not Master-Detail). For example, populating the primary phone number in an Account object with the phone number from the oldest re...
Fri, 9 Aug, 2024 at 9:31 PM