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Overview

Excerpt

Who: GBU Data Stewards

What: Fill an Excel template to add new products in Salesforceand send it via a freshdesk ticket.

I. Identify

accounts and users

products
Download the Excel template : https://solvay-crm.my.salesforce.com/01524000001FiTP	Image Modified
Open the excel template, and select "Creation Products Template

Lvl1

Lvl3" sheet if you ask for a Level

1

3 product creation, "Creation Products Template

Lvl2

Lvl4" for a Level

2

4 product creation...

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In each worksheet the columns in blue areMANDATORY.

To create the products in Salesforce, we need some ID (particularly ID

Level and Unit of Measure

III. Send the template to SBS support via Freshdesk.
Levels). That is why the Excel file is so heavy. It contains some formulas transforming text into ID. Warning: All the name you filled in the template must be exactly the same than in Salesforce otherwise we can not have the ID. For some fields, you have picklists to help you. Reports available to help you : Use report to find name of the products (used for the Levels) : Folder : GBU Data Steward Reports Report : Export Products (for GBU Data Steward) Link : https://solvay-crm.my.salesforce.com/00O24000004a0p3	Image Modified Image Modified
Fill the IsActive, Type, Product Generic Product, SLV_Unit of Measure__c and the Product status using the picklist. Fill the Level1, Level2, Level3, Level4 with the report to be sure to have the real name.	Image Modified
Fill the Level1, Level2, Level3, Level4 with the report to be sure to have the real name (each level is also a product). Note: Green columns are protected, you can not do anything. Warning: All the level must be completed. If you are in the worksheet "Creation Products Template V5", now Levels 1 to 4 are mandatory (not only the Level 4)	Image Modified
Once filled, send the Excel file to SBS support via Freshdesk.	Image Modified