Uploading Data from a Salesforce Object

The selected report cannot exceed 2000 records otherwise the information cannot be synchronized.

  1. Once you have created and connected to your salesforce connection, the Connect Project data screen is displayed.
  1. Click Next. The Select data screen is displayed.
  1. Click Objects.
  1. Choose an Object from the drop-down list.
  1. Insert the number of records to upload which is optional.
  1. Insert the date.
  1. Select the Input columns.
  1. Add filters.
  1. Click Close, and click Next, and the Review Data screen is displayed.