Salesforce
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Post a project like this2386
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- Proposals: 15
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- #1709812
- Awarded
Solution Provider and Creator for all kind of Salesforce Certified Advanced Developer and Administrator, Mobile Application (iOS & Android) & Websites.
Thang
Virtual Assistant, data entry, web developer, internet research, web research, list building, book keeping, logo design,
Indore
25924016934751832331
Description
Experience Level: Intermediate
I am the volunteer administrator for a charity which primarily uses salesforce for fundraising. Recently, we have decided to re-organise our salesforce database. We want to move all the data in accounts to leads by exporting it to excel and then importing them as leads.
some of the accounts contain important contacts, however some do not. The problem we are having is that when I run an export of accounts and contacts, accounts without a contact are not included.
- we need an export of all accounts into excel, both those with an associated contact and those without.
- the export must include the following fields: contact first name, contact last name, contact title, phone, fax, email, account name, account description, employees, company email, type, sector, Activity, amount of funding, company email, credit, focus, local or national, project, target country, target sector, turnover, shipping street, shipping province and post code.
some of the accounts contain important contacts, however some do not. The problem we are having is that when I run an export of accounts and contacts, accounts without a contact are not included.
- we need an export of all accounts into excel, both those with an associated contact and those without.
- the export must include the following fields: contact first name, contact last name, contact title, phone, fax, email, account name, account description, employees, company email, type, sector, Activity, amount of funding, company email, credit, focus, local or national, project, target country, target sector, turnover, shipping street, shipping province and post code.
Nias N.
100% (31)Projects Completed
39
Freelancers worked with
23
Projects awarded
22%
Last project
1 Mar 2024
United Kingdom
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