![]() ![]() Now any user running XL-Connector Enterprise Admin or Team Player can execute this template thus creating multiple accounts with multiple Opportunities underneath each of them in a single click on the Run Flow button:Īs a result of this operation, there will be 1 new Account in your sandbox, and 5 related Opportunities.You can rearrange the mappings and thus their order of execution by clicking the Up and Down arrows on the right. Mappings are executed in the order they appear on the screen, so make sure your Accounts are created first, and then – Opportunities: Click OK to close the Column Mappings dialog box, then make sure All Rows is specified under the Push Settings tab.Click Column Mappings and this time map your Opportunity columns :.Click on the Push to Salesforce tab and adjust the settings there as follows:. ![]() This flow step will be used to load Opportunities under the Account created in the first step. Click on the ‘Plus’ button in the Edit Flow dialog box again to create another flow step, this time indicate that the data will start at C1.At this point the part of the template responsible for the creation of Accounts is completed. Click OK to save the Create Account mapping.Click OK to close the Column Mappings dialog box, then make sure All Rows is specified under the Push Settings tab. ![]() Uncheck the ‘Use’ box for the rest of the columns: Click on the Column Mappings button, and map the two columns we will be loading to our Account table in Salesforce to the corresponding fields.Specify column E as the column to put created IDs into, and check the box to populate this column with the last successful ID (this is required to populate the Account Ids for all opportunities, not just for the row where account is created): Now the following is essential for what we are trying to do: Then click on the ‘Push to Salesforce’ tab, specify the DML operation as ‘Insert’, and select the Account object from the list of available objects.Name it ‘Create Accounts’, make sure it starts at A1 and ‘Has Column Headers’ box is checked: Click on the Steps tab and then click the ‘Plus’ button to create a new flow step. Now click Edit Flow button up in the XL-Connector ribbon. ![]() We wanted to keep this tutorial simple, so we only used Name and Website columns on for Account object, and Name, StageName, Amount, and CloseDate columns for the Opportunity object:
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