Uploading Data from a Salesforce Object
Note
The selected report cannot exceed 2000 records otherwise the information cannot be synchronized.
- Once you have created and connected to your salesforce connection, the Connect Project data screen is displayed.

- Click Next. The Select data screen is displayed.

- Click Objects.

- Choose an Object from the drop-down list.

- Insert the number of records to upload which is optional.

- Insert the date.

- Select the Input columns.

- Add filters.

- Click Close, and click Next, and the Review Data screen is displayed.
Updated 11 months ago