Octiv tinderbox package sfdc12/19/2023 Search for and select the Octiv Proposal object.In dataloader.io, click New Task, then select Delete.If you wish to delete these old records, follow these steps: Migrating Octiv Proposal records to Octiv Document records does not delete the old Proposal records. (Optional) Delete Octiv Proposals via dataloader.io Verify that Documents were properly created by refreshing the report from the Export Octiv Proposal data section.If you have created custom fields on either the Octiv Proposal or Octiv Document object, ensure that those columns in the CSV are mapped to their corresponding fields on the Octiv Document object Find Proposal Name under Source Header, and click Select under Salesforce Field.Drag and drop the CSV file from the Prepare export file for creating Octiv documents section, or simply click Upload CSV and select the file from your computer.In dataloader.io, click New Task, then select Import.Paste the values copied in step 2 into the new, empty column.Add a column to the right of Created By ID.Copy the values in the column Created By ID.Open the export file you created in the Export Octiv Proposal data section. Prepare Export File for Creating Octiv Documents
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