First, create a Text Field in the object where you want to import the Lookup Field to. But remember to check the check boxes of Unique and External ID. Goto dataloader.io, login, upload your CSV, while mapping, check the "lookup via" option and select the respective name. Done.
Full Answer
What is a lookup in Salesforce?
As mentioned lookups are relationships only in terms of salesforce. So as you have written a query that will work in scenario when you are trying to fetch parents data from the child record.
How to populate a lookup field with ID?
If you need to populate that lookup field, you have to use the ID of the lookup object in order to have it excepted. Here is a test you can do. Populate a few using the UI. Then use the Loader to extract those records. Look at the data that is in the lookup field, you will see the ID of the object is what is stored.
Is it possible to add lookup field in Lightning component?
There's an idea which is active on the success community to include lookup field in lightning component for which you can upvote so that it gets available in the future. However, you can create a reusable custom lookup and include it in your component to use lookup input field.
How to get the name of an object in a lookup?
You see the name in a lookup field through the UI, but when using the loader, you need to pass the ID of the related object, not it's name. If the lookup was already defined, and you are just updating one field, maybe an update would be a better way to go, you would only need 2 fields, the custom object id, and the field with the updated value.
How do I import lookup values in Salesforce?
You can create a new Import Task and, when you reach the Mapping step, map the Account Name to the AccountID in Salesforce and click the "Lookup via" checkbox. This will open up a couple of options that will let you specify what field from "Account" you are providing to use for the lookup.
How do I import a lookup field into Salesforce using data loader?
To have Dataloader.io look up the Parent Category ID for you, check the 'Lookup via:' box under the Parent Category Salesforce Field. Then specify the field on which you want to match, in this case Category. Lastly, a Summary will be displayed confirming the import settings. Click Save & Run to execute the import.
How do I import data into a lookup field?
How to Import Standard Object Information into a Lookup FieldPrepare your import file.Create a column in your import file for the lookup relationship custom field.Enter the following format for the standard records: record ID; record Name. ... Import the data into your account.
How do I use lookup in Salesforce?
Here are the steps to do it:Navigate to Setup.Select Develop, then click on External Objects.Select OrderDetails.Locate the orderID field. ... Choose External Lookup Relationship as its data type. ... Select Orders under the Related to value.Type 18 under field length. ... Click on Next.More items...•
How do you update a lookup field in Salesforce using data loader?
Use the the user Salesforce ID. Now open the data loader and click on update, choose the object you want to update and select your csv file. Map the ID field with the ID column and Manager lookup field with the Manager ID column and start the update.
How do I import data into Salesforce?
Go over your object tab in your Salesforce instance and click on 'Import' for starting the import. Choose which object type you wish to import or update. Choose whether you want to import new records, update existing records, or do both at the same time. Choose the CSV file you wish to use for the import or update.
What is the difference between dataloader and dataloader io?
Compared to the Data Loader, dataloader.io makes it look like it came out of the 90s. dataloader.io is 100% cloud-based and accessed through your browser. You have all of the same options available to you as the Salesforce Data Loader, but with some extra functionality that makes this product very attractive.
How do I import a lookup field in Zoho Creator?
Add data to a different application.Auto populate a field based on the selection from a lookup dropdown.Copy data from one Address Field to another.Periodically upload files in Zoho Creator to Zoho Workdrive.Calculations on data entered in a form.
How do I populate a lookup field in Salesforce?
Auto-populate the lookup field with Process BuilderStep 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder. ... Step 2: Choose Object and Specify When to start the Process. Click Add Object. ... Step 3: Define Criteria. ... Step 4: Define Immediate Actions. ... Step 5: Activate the Process.
How do I query a lookup field in Salesforce?
Go into your setup->customize_opportunity->fields scren and click on the name of the field that is the lookup. On that field detail screen, you will see a field named "Child Relationship Name". This is the name you need to append __r to and use in your query.
How do you populate the lookup field with data in all records in Salesforce?
To preserve existing data, here is another approach:Create a Lookup relationship instead of a Master-Detail relationship. ... Add a valid value in the lookup (foreign key) field of each data record in the custom detail object.Edit the object relationship and change the relationship type from Lookup to Master-Detail.
Use Case
A company only sells in the United States. They have a rule saying that any Contact record that is marked as “Primary” must have a US Phone Number. We already have a Regex Validation Rule that enforces the formatting of the Phone Number:
Step 1 – Create a Custom Object and Import Records
The first thing we need to do is create a custom object to hold the acceptable values. We’ll call this Custom Object “Area Codes”. Because this is a Custom Object, we can give our Sales Operations Profile Users create permission on this Object.
Step 2 – Create a VLOOKUP Validation Rule
Now that our list of valid Area Codes are loaded into Salesforce and Sales Operations can add more as needed, we’re ready to begin building the VLOOKUP Validation Rules. The VLOOKUP Formula will be built in two parts, because it needs to do two things: find the matching value and then compare it to the current value on the record.
Use Case
- A company only sells in the United States. They have a rule saying that any Contact record that is marked as “Primary” must have a US Phone Number. We already have a Regex Validation Rule that enforces the formatting of the Phone Number: !REGEX(Phone,”^(\(\d{3}\)\s?\d{3}\-\d{4})?$”) The Regex Validation Rule states that the phone number must be in the format (xxx) xxx-xxx but …
Step 1 – Create A Custom Object and Import Records
- The first thing we need to do is create a custom object to hold the acceptable values. We’ll call this Custom Object “Area Codes”. Because this is a Custom Object, we can give our Sales Operations Profile Users create permission on this Object. As we are allowing a non-Admin user to create or edit these records, I have opted to enable Field History and created a Custom Tab. Our …
Step 2 – Create A Vlookup Validation Rule
- Now that our list of valid Area Codes are loaded into Salesforce and Sales Operations can add more as needed, we’re ready to begin building the VLOOKUP Validation Rules. The VLOOKUP Formula will be built in two parts, because it needs to do two things: find the matching value and then compare it to the current value on the record. In this example, ...
Step 3 – Testing
- Time for testing! Our Scenarios are: 1. Primary Contact with Bad Area Code – expect to see error message 2. Primary Contact with Good Area Code – expect to save 3. Primary Contact with No Phone Number – expect to save 4. Non-Primary Contact with Bad Area Code – expect to save 5. Non-Primary Contact with Good Area Code – expect to save 6. Non-Primary Contact with No Ph…