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Question 161 - PL-200 discussion
You are using the Data import wizard to import records into the account table from a CSV file.
The CSV-to-table mapping is as following:
• Name column represents the account and maps to the Account column.
• TIE Parent Name column represents the holding company of the account with subsidiaries underneath Records that are imported into the table are only related to other records in the file. You need to configure the import to create the relationship between records.
What should you do?
Map Parent Name in the CSV file to the Parent Account column. Select Account as lookup criteria
Lookup the record IDs Of the records in the ParentAccount column. Add the record IDs new column in the file. Map the new column to the ParentAccount column.
Map Parent Name in the file to the Parent Account column. Select Parent Account as lookup criteria
Create an alternate key the account table by using the Account Name column. DO not map parent Name in file.
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