So, we want to create Lookup Types and Upload Lookup Values but as we have a huge data volume at hand, we want to use some kind of bulk upload method. Let's see how this can be achieved.
- We need to create the import files inclusive of all mandatory and optional columns to import the lookup data. We should use the pipe ‘|’ as delimiter and save it with the .csv file extension.
- Create separate files for Lookup Types and Lookup Codes
- Sample Lookup Type File -
- Navigate to Tools section and click the File Import and Export
- Click the Upload icon in the Search Results section
- Select ‘setup/functionalSetupManger/import’ from the Account drop-down list
- Browse and select the import files
- Click Save and Close
- Search result should look something like this
- Go to Setup and Maintenance
- Search for the 'Manage Standard Lookups' task or the 'Manage Common Lookups' task
- Click Actions and select Import
- Select the Account where you imported the files 'setup/functionalSetupManger/import'
- Provide full name of the files to be imported, including the .csv extension
- Click Upload
- We should see the progress of upload like below
- We can download the log file and it shuold show the summary of the import life below
- Now, we can search of our newly created Lookup Type and it should show us all the details including all the imported Lookup Codes
