Import and Create Objects from Excel

1. Use Cases

When creating a Primary Object, users may need customers to fill out a form containing contact information, product preferences, etc. Through this process, users can determine which specific fields to include in the new object. During confirmation, users may need to process data in Excel. The system provides functionality to directly create specific objects from Excel data.

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2. Configuration Steps

2.1 Download Template

In [Custom Object Management], click [Create from Spreadsheet] and download the template Excel file on the page.

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Image: Entry point for [Create Object from Excel Import]

2.2 Enter Data

2.2.1 Data Format

Fill in data according to the template with the following requirements:

1. Row 1, Object: Name of the object to be created (multiple objects should use multiple sheets, with only one object name per sheet)

2. Row 2, Object API Name: Customizable by users, must follow API naming conventions

3. Row 4, Column 2, Field Name: Name of the field to be created (supports multiple values, up to the field limit)

4. Row 4, Column 3, Field API Name: Customizable by users, must follow API naming conventions

5. Row 4, Column 4, Field Type:

   • Text (Single Line)

   • Text Area (Multi-Line)

   • Rich Text

   • Picklist (Single Select)

   • Picklist (Multi-Select)

   • Number

   • Currency

   • Date

   • Time

   • DateTime

   • Phone

   • Images

   • Files

   • Email

   • Boolean

   • Formula

   • Lookup Relationship

   • Percent

   • URL

   • Auto-Number

   • Departments

   • Departments (Multi-Select)

   • User

   • User (Multi-Select)

   • Geolocation

   • Signature

   • Master-Detail Relationship
     (Template supports dropdown selection)

6. Row 4, Column 5, Required: Basic field property (dropdown selection for required status)

7. Row 4, Column 6, Picklist Values: Only for [Picklist (Single/Multi-Select)] fields (separate values with semicolons; other field types remain empty and uneditable)

8. Row 4, Column 7, Related Object API Name: For Lookup or Master-Detail fields, use this to establish relationships

9. Row 4, Column 8, Help Text: Field tooltip settings

Notes: - Do not modify the template’s order or field names. - File size must be under 5MB. - Field count must not exceed the version’s custom object limit.

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Image: [Create Object from Excel Import] Template

2.2.2 API Name Settings

For API Names: - If not ending with _c (except for the primary name field), the system auto-appends _c.
- If a duplicate API Name matches a system field, the system skips creation.

System Field API Names:

Relationship Field Logic:

• Lookup Relationship

  • Related List Label: Uses current object name

  • Related List API Name: Auto-generated

  • Data Scope: All records

• Master-Detail Relationship

  • Detail Page Related List Label: Uses current object name

  • Detail Page Related List API Name: Auto-generated

  • Required for Sub-Objects: Defaults to “No”

2.2.3 Field Type Mapping

When creating fields, users select types from Excel. The system maps synonyms to standard types:

2.3 Object Layout Designer

After importing the Excel data, the system parses and displays it for user review and adjustments:

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Image: Preview of [Create Object from Excel Import] Data