How do I import an activity into Salesforce?

How do I import an activity into Salesforce?

Step 2) Insert the records using the Data Loader

1. Log in to the Data Loader.
2. Select Insert.
3. Select Tasks or Events accordingly.
4. Locate the CSV file created on step of this process.
5. Click Create or Edit a map and map the Salesforce fields to the columns in your file.
6. Click Next.
7. Click Finish.

How do I import tasks?

Importing tasks with Task Scheduler

1. Open Start.
2. Search for Task Scheduler, and click the top result to open the experience.
3. Browse to the import location.
4. Right-click the folder, and select the Import Task option.
5. Browse and open the folder with the scheduled task.
6. Select the task.
7. Click the Open button.

How do I import an activity code from Excel to P6?

The general steps are:

1. Create an empty Project in Primavera P6, add and assign an activity code, then export into an XER file.
2. Open the XER file in Microsoft Excel.
3. Insert the rows to define the Activity Code and Activity Code Values.
4. Save the Microsoft Excel worksheet as an XER file.
5. Import the XER file into Primavera P6.

Who can use Data Loader Salesforce?

Salesforce data loaders are client applications that allow users to add, update, and edit large amounts of data at once. Admins, developers, and consultants can use a data loader to insert and mass delete for 50,000+ files in minutes.

How do I access data loader in Salesforce?

Installing Data Loader

1. Log in to your salesforce application.
2. Go to setup-> Data management ->data loader.
3. Install that downloaded file in your machine.
4. To start data loader double click on short cut on your desktop or go to Start > all programs >saledforce.com>Apex data loader>Apex Data loader.

How do I use Excel Connector in Salesforce?

To import Salesforce data into Excel, you can use the Salesforce Excel connector.

1. Step 1: Open Excel and go to the Data Tab → New query → From Other sources.
2. Step 2: Next, select → Salesforce objects → choose one option from Production or Custom → enter your Salesforce credentials, if asked for.

Can you import tasks into planner?

You can even import tasks from a single Excel file into various groups/plans/buckets, or build a flow to send emails for completed tasks from a specific bucket. You can also add a reporting flow to keep track of the new, closed and open tasks.

How do you import tasks to a team?

Within Teamwork, you can quickly add task lists and tasks to your projects via an Excel import. Go to the List area of your project and click the options button (three dots) in the top right. Select Import Tasks from the dropdown.

How do I add activity codes in P6?

Simply right click, select ‘assign’ then select ‘activity codes’. There you can select single or multiple codes for these activities. It’s worth noting that there’s often more than one way to do things in Primavera P6.

How do I launch a data loader?

What are two capabilities of Data Loader?

Data Loader

• An easy-to-use wizard interface for interactive use.
• An alternate command-line interface for automated batch operations (Windows only)
• Support for large files with up to 5 million records.
• Drag-and-drop field mapping.
• Support for all objects, including custom objects.

How do I access data loader settings?

Configure Data Loader

1. Open the Data Loader.
2. Select Settings | Settings.
3. Click OK to save your settings.

How to import activity resource data into P6 with Excel?

How to Import Activity Resource Data into P6 with Excel. Open the project you intend to export/import. Go to File > Export > Select Spreadsheet- (XLS) in Export format window, and then select the type of data you want to select (in this case select After selecting Next, Projects To Export

How to import and export Excel data activities?

Activity codes ( FABR2 and ERST in this post) and resource codes should have assigned (they must exist) in project dictionary before attempting to import. Activity ID should not be changed otherwise can not be imported. Some of the column heading containing (*) sign can not be changed.

How to add a field to a custom page?

If you have several fields you want to add to a custom page or group, then you may want to add those elements first and then add your fields. You can’t add a field to the gray area within the form where the Assigned To, State, and Reason fields are located.

How do you add a field to a group?

Once you’ve added a field, you can drag-and-drop it within a page to relocate it on the form. If you have several fields you want to add to a custom page or group, then you may want to add those elements first and then add your fields.