Making the Custom Field Available for Import


In this demonstration, we'll make the custom field available for import.  This is a very short but critical step.

This is the fifth 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. To make the custom field available for import, we'll navigate back to Application Composer.

    Step 1

  2. Click the Navigator link.

    Step 2
  3. Click the Application Composer link.

    Step 3
  4. Our field is on an opportunity, so we'll select the sales application.

    Step 4

  5. Click the Application list.

    Step 5
  6. Click the Sales list item.

    Step 6
  7. In the Common Setup section,  we select Import and Export.

    Step 7

  8. Click the Import and Export link.

    Step 8
  9. Click Generate and you are done. That's all there is to it.

    Step 9

  10. Click the Generate button.

    Step 10

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