Overview

A #Data Loader is added to Account’s related Data List and configured to use $CONTEXT_RECORD_ID to reference the current Account record. After upload, the loaded records are automatically related to that $CONTEXT_RECORD_ID.

General Use Case

Use #Data Loader with $CONTEXT_RECORD_ID in field mappings to enable context-aware uploads from a #Data List on any Lightning Record Page, so imported records automatically relate to the current record.

Video Demo

Prerequisites

Opportunity.SourceSystemID__cText(18)

Downloadable Executables

DownloadOpportunities.DataLoader.From.AccountPageDownloadAccount.Opportunities

Walkthrough

1

Pipeline - Opportunity.DataLoaders

pipeline-opportunity-dataloaders
2

New Executable - Opportunities.DataLoader.From.AccountPage

new-executable-opportunities-dataloader-from-accountpage
3

Mapping

mapping
4

Add Data Loader to Data List

add-data-loader-to-data-list