Overview
Who: GBU Data Stewards What: Fill an Excel template to add new products in Salesforce and send it via a freshdesk ticket.
Table of contents
Step-by-step
I. Identify accounts and users | |
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| Download the Excel template : https://solvay-crm.my.salesforce.com/01524000001FiTP |  |
| Open the excel template, and select "Creation Products Template Lvl1" sheet if you ask for a Level 1 product creation, "Creation Products Template Lvl2" for a Level 2 product creation... |  |
II. Fill the Excel template | |
In each worksheet the columns in blue are MANDATORY. To create the products in Salesforce, we need some ID (particularly ID Level and Unit of Measure). 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) :
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Fill the IsActive, Type, Product Generic Product and the Product status using the picklist.
Fill the Level1, Level2, Level3, Level4 with the report to be sure to have the real name.
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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. |  |
III. Send the template to SBS support via Freshdesk. | |
| Once filled, send the Excel file to SBS support via Freshdesk. |  |
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