CSV Data Management for loading Agentforce Manufacturing data
Key Takeaway
When a CSV file changes existing records, each row must identify its record by the Salesforce record ID or by a unique key such as ExternalReferenceNumber. To link a row to a Period, put the Period record ID in the PeriodId column, because Period has only ID as its lookup field.
CSV Data Management loads large amounts of data into Agentforce Manufacturing from CSV files, so you avoid manual data entry and the errors that come with it. You pick a target object, map the CSV columns to its fields, and run an import that validates the data and produces log files to review. Suppliers who use Program Based Business also load program and variant forecasts this way, and those forecasts drive component forecasts.
What CSV Data Management does
CSV Data Management imports large datasets from CSV files into standard and custom objects. The tool can also standardize and normalize data from different sources and formats into one standard structure, so data from many external systems lands in a consistent shape.
Users can insert, update, or upsert large amounts of data and validate it. Typical Agentforce Manufacturing loads include product, asset, sales agreement, customer, and case data from an external system.
CSV Data Management for Agentforce Manufacturing is available in Lightning Experience in Enterprise, Unlimited, and Developer Editions.