In Data Manager, click the Data tab. Click Create Dataset. Click Select a file or drag it here. Navigate to the ExchangeRates.csv file that you downloaded in step 1, select it, and then click Open.
Full Answer
What are duplicate rules in Salesforce?
After matching rules do the work of identifying potential duplicates, duplicate rules step in and determine what to do with them. As the admin, you choose whether to block your sales teams from creating duplicate records. Let’s say you let reps create duplicate records.
How do matching rules work in Salesforce?
Let’s look at how matching rules work in Salesforce. We developed our standard matching rules to return the best possible set of match candidates for business accounts, contacts, leads, and person accounts. Here’s an example of some of the matching criteria we include for contact and lead records.
What does first=2 mean in a repeat component?
For example, if you did not want to display the first two elements in the set of records specified by the value attribute, set first="2". An identifier that allows the repeat component to be referenced by other components in the page.
What is fuzzy matching in Salesforce with example?
For example, some of your contacts include phone numbers with country codes. So you create a custom matching rule to include fuzzy matching for phone numbers. Salesforce flags contacts with matching phone numbers as duplicates, even though one includes a country code and the other doesn’t.
Can you create recurring events in Salesforce?
In Salesforce Classic, from Setup, enter Activity Settings in the Quick Find box, then select Enable Creation of Recurring Events. If you disable this setting, users can still edit the interval of an existing event series, but they can't create a new series.
How do I create a recurring task in Salesforce?
Use recurring tasks to create tasks that repeat at a specified interval....Enable Recurring Tasks in Lightning Experience and the Salesforce Mobile AppFrom Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Enable Creation of Recurring Tasks.Click Submit.More items...
What is recurrence interval in Salesforce?
RECURRENCEINTERVAL is how often the Recurrence happens. This is a number field and would show how many times the Activity will repeat. Example: 1 would mean the Activity would repeat once. RECURRENCEDAYOFWEEKMASK - The day or days of the week on which the task repeats.
What is enable creation of recurring tasks?
Let users create tasks that repeat at a specified interval. If you disable this setting, users can still edit the interval of an existing recurring task, but they can't create more recurring tasks.
What is a recurring task in Salesforce?
Recurrence task is a task created repeatedly until the criteria specified is met. It is used to create a repeating task when the current task is marked as completed or overdue. In Salesforce, we have an inbuilt feature to create recurring tasks when the previous task is closed.
How do I create a mass task in Salesforce?
Create Tasks in Bulk for Multiple People in Salesforce ClassicOn the New Task page, click the lookup icon ( ) next to the Assigned To field.In the lookup window, select the Multiple Users tab.Add up to 100 people (including members of groups) to Selected Members. ... Click Done. ... Save the task.
How do I create a recurring task?
Create a recurring task Click Task, click the bottom part of the Task button and then click Recurring Task. In the Task Name box, type the recurring task's name. In the Duration box, add the duration of each occurrence of the task. In the Recurrence pattern section, click Daily, Weekly, Monthly, or Yearly.
How do I edit a recurring task in Salesforce?
For tasks that are part of a recurring series:To edit an individual task occurrence, select the View Task subtab, and click Edit Task.To edit an entire task series, select the View Series subtab and click Edit Series. Alternatively, click the Edit Series link in the Recurrence section of the detail page.
How do I delete a recurring event in Salesforce?
Steps to delete an entire Event series in LightningAccess the first occurrence of the recurring event that was created in Lightning Experience via the calendar or the Events list view.On the Event detail page, click on the Delete button.Click on the Delete All Following button.
How are recurring tasks displayed in the task list?
How are recurring tasks displayed in the task list? With an emailed task request. How are you notified that a Task has been assigned to you by someone else?
How do I setup a recurring task in Outlook?
Type the Outlook keyboard shortcut Ctrl + Shift + K to start a new task. Type your task name in the Subject textbox. Click the Recurrence toolbar button. In the Task Recurrence dialog, set the radio button for your Recurrence pattern.
How do I setup a recurring reminder in Outlook?
How to Repeat Outlook TasksSet a reminder for the first occurrence of the task.Pick Recurrence from the Task tab.Define the Task Recurrence pattern such as the 1st day of the month or every Wednesday.Choose OK and Save & Close to complete the task.
How do matching rules and duplicate rules work together?
Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup.
How many matching rules can you have in a duplicate rule?
Before an active matching rule can do anything, you pair it with a duplicate rule. You can include up to three matching rules in each duplicate rule, with one matching rule per object.
What does Maria do with duplicate records?
Maria selects Duplicate Record Items, so that newly created duplicate account records appear on the report. Then, she saves the report type.
Can Salesforce identify duplicate phone numbers?
So you create a custom matching rule to include fuzzy matching for phone numbers. Salesforce flags contacts with matching phone numbers as duplicates, even though one includes a country code and the other doesn’t.
