On Import- Update Fields with Import File Name

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Forum Post: Change the Filter On option on Opportunity Associated View for Account form


File name: ABC.xlsx

Let say above file has 5 contacts.

The fields in excel are assume First Name, Last Name, Email, Company, Source, Source Date.

Note: All 3 below scenarios the first name, last name, email and company value exists for all 5 contacts.

Scenario 1: If user entered values for Source and Source Date for all 5 contacts in the excel file then same should be imported to CRM. OOTB functionality handle this.

Scenario 2: If user didn’t entered source and source date values for all 5 contacts. Then expected functionality is the file name should be Source and Imported date as Source Date.

Scenario 3: Let say out of 5 contacts user entered values for 3 contacts for source and source date field and remaining 2 contacts without source and source date. Then expected functionality is the 3 contacts should be populated with source and source date as entered by user in the excel file.

The remaining 2 contacts should behave as scenario 2 functionality. That is, file name should be Source and Imported date as Source Date.



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