Viewing the Custom Field in the Import Activity Mapping

In this demonstration, we'll check that the Next Step custom text field we created for an opportunity is available for import.  To do this we'll create an import activity and look for the field in the mapping page.

This is the final in a series of demonstrations that show how to create a custom field for importing customer information.

These demonstrations cover:

- Creating a custom field

- Exposing the custom field in application pages

- Testing the custom field

- Publishing the custom field from the sandbox

- Making the custom field available for import

- Viewing the custom field in the import activity mapping

Steps:

1. Let's navigate to the Manage Import Activities page.

   Step 1

2. Click the Navigator link.

   Step 2

3. Click the File Import link.

   Step 3

4. Now let's create the  import activity.

   Step 4

5. Click the Create button.

   Step 5

6. Let's enter a name for the import activity.

   Step 6

7. Enter the desired information into the Name field. Enter

    a valid value
    e.g.
    "Opportunity import"
   .
   Step 7

8. Now let's upload a sample file from the desktop that contains data for the extra field.

   Step 8

9. Click the Desktop option.

   Step 9

10. Click the Browse… button.

    Step 10

11. Click the Open button.

    Step 11

12. Our file includes a header row, so we need to select the Header Row Included option.

    Step 12

13. Click the Header row included option.

    Step 13

14. One more thing. We must select Opportunity as the import object.

    Step 14

15. Click the Object list.

    Step 15

16. Press the left mouse button and drag the mouse to the desired location.

    Step 16

17. Click the Opportunity list item.

    Step 17

18. Click the Next button.

    Step 18

19. The mapping page shows us the columns of our import file,  let's scroll to the end where we put the custom attribute.

    Step 19

20. Step 20

21. Step 21

22. Here's the attribute in the file. Let's see if we can map it.

    Step 22

23. Select Opportunity as the target object.

    Step 23

24. Click the Search list.

    Step 24

25. Click the Opportunity list item.

    Step 25

26. Now let's  find the attribute.

    Step 26

27. Click the Search list.

    Step 27

28. Press the left mouse button and drag the mouse to the desired location.

    Step 28

29. Step 29

30. Here's our Next Step attribute. Notice that the name includes an underscore and letter c at the end. Application Composer adds this to all custom field names.

    Step 30

31. Click in the NextStep_c field.

    Step 31

32. Step 32

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