Skip to main content
Question

Bulk association of calls in Salesforce

  • October 8, 2024
  • 0 replies
  • 14 views

Forum|alt.badge.img

I have a large number of Conversations in Salesforce that I want to associate with Person Accounts.  I’ve done CSV with the Gong ID and the Salesforce ID but I’m getting errors.  Has anyone done this? If so, do you need anything beyond those two fields? Any tips would be great.