Force.com Platform Fundamentals

Preface
Introducing the Force.com Platform
About the Sample Recruiting App
Reviewing Database Concepts
Building a Simple App
Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts
Expanding the Simple App Using Relationships
Introducing Relationships
Introducing Relationship Custom Fields
Adding Candidates to the Mix
Bringing Candidates and Positions Together with Job Applications
Introducing Search Layouts
Managing Review Assessments
Creating a Many-to-Many Relationship
Putting it All Together
Try It Out: Download Sample Data
Try It Out: Use the Import Wizard
Securing and Sharing Data
Collaborating with Chatter
Using Custom Workflow and Approval Processes
Analyzing Data with Reports and Dashboards
Moving Beyond Point-and-Click App Development
Learning More
Glossary
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Try It Out: Use the Import Wizard

Now, let's walk through the process of importing position records using the Import Wizard and the Positions.csv file you downloaded.

  1. From Setup, enter Import Custom Objects in the Quick Find box, then select Import Custom Objects.
  2. Click Start the Import Wizard! The Import Wizard appears.
  3. Select Position for the type of record you're importing, and click Next.
  4. Choose Yes to prevent duplicate position records from being created as a result of this import. Leave the other options as their defaults.
  5. Select None for the record owner field. We didn't include a User field in the CSV file to designate record owners. The Import Wizard assigns you as the owner of all new records.
  6. Choose the Hiring Manager lookup relationship field so you can link position records with existing User records in the Recruiting app, and click Next.
  7. Click Browse and find C:\recruiting\Positions.csv. Click Next.
  8. Use the drop-down lists to specify the Salesforce fields that correspond to the columns in your import file. For your convenience, identically matching labels are automatically selected. Click Next.
  9. Click Import Now!
  10. Click Finish.

Use the following table to repeat the import process for candidate records. You'll notice the wizard skips the two steps about lookup relationship field matching—because the Candidate object doesn't have any lookup relationship fields, the Import Wizard automatically leaves those steps out.

Table 1. Importing the Candidates.csv File
For this wizard step... Select these options...
Choose Record Candidate
Prevent Duplicates No—insert all records in my import file
Specify Relationships None
File Upload Browse to C:\recruiting\Candidates.csv
Field Mapping Accept all defaults
Verify Import Settings Click Import Now!

Finally let's do it one more time for job application records. In this iteration, we're going to make use of the Email field, an external ID on the Candidate object, to match up job applications with the correct candidate records.

Table 2. Importing the Job_Applications.csv File
For this wizard step... Select these options...
Choose Record Job Application
Prevent Duplicates No—insert all records in my import file
Specify Relationships Which user field...? None

Which lookup fields...? Candidate, Position
Define Lookup Matching Which field on Candidate...? Email (External ID)

Which field on Position...? Position Title
File Upload Browse to C:\recruiting\Job_Applications.csv
Field Mapping Email (col 0): Candidate

Position Title (col 1): Position
Verify Import Settings Click Import Now!

Great! While the files are importing, you can from Setup, click Imports or Monitor | Imports to check on their status.

Once the import operations have completed, return to the Positions, Candidates, or Job Applications tab and click Go! next to the View drop-down list. You'll see a list of all the new records you just imported.

We've just added a bunch of data to our app without a lot of work. In the next chapter, we'll take a look at all the ways we can control access to this data using the built-in tools of the platform. We'll get into the nitty-gritty about security, sharing rules, permissions, roles, and profiles.