Import Jobs
The Standard Import Jobs brings in data for the following entities from Salesforce to Fullcast design app
- Accounts
- People
- Product
- Opportunity
- Opportunity Line item
Account, People and Product details could be viewed in design app modules, whereas Opportunity and Opportunity LineItem details are used in the Charts.
Mind-map for Standard import jobs
Adhoc Import Job
Follow below steps to perform a standard import in fullcast.io.
- Access your Fullcast instance and switch plans if applicable.
- Click the Settings icon (gear) on the navigation bar.
- Click the Jobs tab.
- Click the Import/Export button
- In the Choose Job options screen that pops up, select the appropriate action that needs to be performed.
- Migrate All - All the records will be migrated.
- Migrate latest - Migrates those records after the latest change that happened.
Choose Standard import and confirm.
Applying Filters to Standard Import
To run the standard import job for a specific account, users can apply appropriate filters to the entity. Follow these steps to apply filters:
- Select the profile icon.
- Choose "Entities and Fields."
- From the drop-down list, select the entity you want to filter.
- Click on the edit icon next to the entity field.
- In the pop-up screen, select the "+" icon in the tab.
- When a new criteria is added, only records matching the criteria will be imported.
- If existing criteria are changed, records matching the previous criteria will be deleted, and records meeting the new criteria will be imported.
- Deleting criteria will result in importing all GTM records if a full import is selected. If a partial import is chosen, only records and fields that have been updated will be imported.