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.
![](https://files.readme.io/b772afe-1connect.jpeg)
- Click Next. The Select data screen is displayed.
![](https://files.readme.io/f70f641-2.connect.jpeg)
- Click Objects.
![](https://files.readme.io/5700edd-Salesforce_Objects.jpg)
- Choose an Object from the drop-down list.
![](https://files.readme.io/a88c694-Salesforce_Object_dropdown_list.jpg)
- Insert the number of records to upload which is optional.
![](https://files.readme.io/1501063-Salesforce_Insert_number_of_Records.jpg)
- Insert the date.
![](https://files.readme.io/54964b1-Salesforce_Date.jpg)
- Select the Input columns.
![](https://files.readme.io/9dba5fe-Salesforce_Input_Columns.jpg)
- Add filters.
![](https://files.readme.io/7af86d9-Salesforce_Add_Filters.jpg)
- Click Close, and click Next, and the Review Data screen is displayed.
Updated 4 months ago