how to upload activities into salesforce

• In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
• In the Salesforce integration section, click the More dropdown menu and select View details.
• Click the Activities tab.
• Select the checkbox next to a HubSpot marketing or sales activity to sync to Salesforce as a task.
• To specify the Salesforce task type for the activity, click the Salesforce task type dropdown menu and select a task type. ...

What is an import activity in Salesforce?

An import activity uses information from an outside file to update a subscriber list or data extension. If your account is integrated with a Salesforce account, use an import activity to create and populate a data extension with the data from a Salesforce object or report.

What are Salesforce activities?

Salesforce activities include standard objects like tasks, events, and calendars. These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces.

How to import data from a CSV file into Salesforce?

Create your CSV import file and include the columns listed below, then relate your activities to your existing Salesforce records: WHOID (Name) - The record ID of the associated Contact or Lead.

How to create tasks and events with data loader?

It is possible to create Tasks and Events that are automatically added to the 'Activity History' related list with Data Loader. Create your CSV import file and include the columns listed below, then relate your activities to your existing Salesforce records:

Can you upload activities to Salesforce?

An import activity uses information from an outside file to update a subscriber list or data extension. If your account is integrated with a Salesforce account, use an import activity to create and populate a data extension with the data from a Salesforce object or report.

How do I set up activities in Salesforce?

From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Allow users to relate multiple contacts to events and tasks.Click Submit.To show related contacts on event and task detail pages, ensure that the Name related list is included on event and task page layouts.

How do I upload data to 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.

How do I transfer a task in Salesforce?

Assign an existing activity to another UserClick Edit on the Task or Event.Enter an active User in the 'Assigned To' field.After saving, the User to which the activity is assigned will see the new activity on his or her calendar.

What are Salesforce activities?

Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.

How do I add an Activity tab in Salesforce lightning?

You need to check if the Activity Timeline is set up as the affected user's Default Activities View....Activity tab not available on Lightning Record page for usersClick your avatar.Click Setting.Under Display & Layout, click Record Page Settings.Select Activity Timeline as your Default Activities View.Click Save.

How do I import CSV file into Salesforce?

To upload a CSV file, click on the Upload CSV button to select the file from your computer or drag and drop your file inside the import wizard. You can import files from your PC, Dropbox account, FTP, or SFTP connection.

How do you import data?

You can import data from a text file into an existing worksheet.Click the cell where you want to put the data from the text file.On the Data tab, in the Get External Data group, click From Text.In the Import Data dialog box, locate and double-click the text file that you want to import, and click Import.More items...

How do I automate a data load in Salesforce?

Data Loader Command Line IntroductionStep 1: Create the encryption key.Step 2: Create the encrypted password for your login username.Step 3: Create the Field Mapping File.Step 4: Create a process-conf.xml file that contains the import configuration settings.Step 5: Run the process and import the data.

How do I mass transfer tasks in Salesforce?

Create import CSV File with column headersActivity ID, Owner ID.Copy & paste from the Step 1 Activity ID column into the Activity ID column.Copy & paste from the Step 3 ID for the User to transfer tasks & activities into ID column next to the Activity ID. Save as .csv.

How do tasks work in Salesforce?

0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.

How do I bulk upload records in Salesforce?

Use the Data Import WizardStart the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. ... Choose the data that you want to import. ... Map your data fields to Salesforce data fields. ... Review and start your import. ... Check import status.

Mapping Relationships

Most systems use either unique IDs, or names, to reference related tables. Hopefully, it's a unique ID, which makes importing trivial. You should be able to use VLOOKUP (Excel) or queries (e.g. most database-driven systems) to attach a salesforce.com ID to an activity.

Special Considerations

Date and date/time values are in GMT in salesforce.com. You may need to convert your times from the other system's local time zone to GMT in order to upload the activities successfully.

How to create new tasks and events in Salesforce?

Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.

What is an event in Salesforce?

An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email. Events help track meetings with customers, prospects, and colleagues on the calendar to drill down related records, files, contracts, reports, and more.

When can we enable activities on required objects?

We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same.

Does Lightning experience have classic applications?

Only the applications created in Classic don’t appear in Lightning experience on their own while all other internal fields and activities do.

Can you create a follow up task in real time?

In real-time projects for a certain task created on an object or record, we can further create a “follow up task” as shown in the video tutorial.

How to import activities from SalesForce Tasks?

I've imported all of our Accounts, Contacts and Leads into CRM 2013 from SalesForce full data and they all imported fine. However, I also had imported the tasks.csv file which also imported fine, but they aren't attached to any of our leads. There are just 3k+ activities out there that aren't attached to anything.

How to import activities from SalesForce Tasks?

Thanks. I figured out a way. I re-imported all of the csv's and included the SalesForce ID's of the Contacts, Leads and Accounts and put them into a custom field called WhosId. Then imported the tasks and mapped the "WhosId" field of the SalesForce CSV to a new custom field also called WhosId in the Tasks entity.