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Salesforce Update Process
Salesforce Update Process
Stephan Botha avatar
Written by Stephan Botha
Updated over 2 years ago

This process will select records in the system based on their last save date and their status, and then updates the Salesforce.com database as necessary.

Go to the Menu option, Tools > Salesforce.com > Upload to Salesforce.

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Enter your Salesforce login credentials. You will need to add your Salesforce.com Security Token to your password, if you do not know it you can edit your user details in Salesforce.com and request the Security Token to be sent to you.

You have the option to select an Owner and/or specific Status.

Select the system Save Date Range. Leave the date fields blank to not set a "from" or "to" limit.

Select whether to:

Update/Create Accounts & Contacts

Update/Create Leads

Create Tasks

Create Opportunities

Create Events

Click the Upload button to proceed.

When the process is finished the system displays counts to show how many records were created and updated for each section. Numbers in the line for "Skipped" show the number of accounts that were omitted because the Status did not match for that section (ie Lead, Account, Task, Opportunity, Event).

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