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Dataload: Affected Items (Declarations)

Intended Audience: Propel Consultants and Partners and experienced Salesforce Administrators who are comfortable working with large data sets and importing directly into Salesforce custom objects.

Note to Users: If you need to import data from a spreadsheet or CAD system please see the article Import Item Data. The Propel import tool is designed for Propel users and provides an easy way to import data for most use-cases.

Scope: This document describes how to load data into Propel for large sets of data, and particularly for dataloads containing multiple revisions of Items, BOMs and AML, where each revision must be released. Typical data sets include data from legacy PLM and ERP systems.

Tools: This article discusses loading data using standard Salesforce import tools: the Import Wizard and Data Loader. Prior knowledge of these tools is assumed. See our article on Bulk Updates for details about how to use the Data Loader.

Required Privileges: You must have Salesforce System Administrator privileges to use the tools referenced in this article.

Disclaimer: Propel Support is not responsible for data integrity errors or data loss resulting from importing data directly into Salesforce custom objects. It is assumed that the reader of this article is experienced with Salesforce objects and schema and has prior experience performing data migrations.

Technical Support: The Propel Support organization cannot assist with data migration efforts. You may choose to contract with Propel Implementation Services for paid assistance with these activities.

Environment: It it strongly recommended that you perform dataload activities in a Sandbox environment first.

 

Prerequisites

  • Make sure the Declaration records that you want to update have been created, if not, create them first
  • Make sure Specification is not blank

 

Run Reports

  1. To pull Declarations records:
    • Report Type: Declarations
    • Fields needed:
      • Declaration: ID
      • Declaration: Declaration Number
      • Specification
  2. To pull Specification records:
    • Report Type: Specifications
    • Fields needed:
      • Specification: Specification Name
      • Specification: ID
  3. To pull Manufacturer Parts records:
    • Report Type: Manufacturer Parts
    • Fields needed:
      • Manufacturer Part: Mfg. Part Number
      • Manufacturer Part: ID
  4. To pull Item Revision records:
    • Report Type: Items with Item Revisions
    • Fields needed:
      • Item: Item Number
      • Item: ID
      • Item Revision: Name
      • Revision
      • Item Revision: ID

 

Prepare the File to be Used in Data Loader

  • Create a file to be imported with columns below:
    • Declaration (lookup field, need to use Salesforce ID)
    • Manufacturer Part/Item Revision (lookup field, need to use Salesforce ID)
    • Declared Status (picklist)
    • Specification (lookup field, need to use Salesforce ID)
  • Make sure there is no duplicate value in the combination of Item Revision/Manufacturer Part and Compliance Specification
  • Save the updated Excel sheet as .csv file
  • Please find a sample file at the bottom 

 

Data Loader

  • Object: Compliance Status
  • Action: Insert
  • Mapping:

 

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