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On-Demand Training
Module 5 Lab Exercises
Instructions
1.
Log in to Salesforce.com.
Click Setup.
Click App Setup -> Customize -> Accounts.
Click on Fields.
Click New in the Account Custom Fields & Relationships section:
7) Click Next:
8)
9)
10)
11)
Target Field
Name
Phone
Account_External_ID__c
Instructions
1. Create a new data synchronization task.
1) Name the task UpsertContacts.
2) Select Upsert for the Operation.
3) For the source, select the LocalCSVFiles connection and
CONTACT_Data.csv for the object.
4) For the target, select the SFDCDeveloper connection and the Contact
object.
Target Field
Contact_External_Id__c
MailingState
Mailing PostalCode
MobilePhone
3) Click OK.
4) Click Next.