Getting Started
Company Matching
Match with Dataload
2min
as breadwinner is built upon objects in salesforce, you can perform dataloads to update and match companies this process is only for administrators knowledgable and practiced in dataloading and aware of the risks involved in order to perform a mass update to align netsuite and salesforce accounts you will set netsuite companies (customers/vendors) to their corresponding existing salesforce account you will need to set one of these fields salesforce account no associated sf account using your tool of choice (salesforce inspector shown below) extract the \<namespace> bw company c object the exact namespace may be different than shown update the extracted data with if you have a matching account corresponding salesforce account id in the \<namespace> salesforce account c field "false" in the \<namespace> no associated sf account c field if you do not have a corresponding salesforce account, and do not want the company to show on account match page "false" in the \<namespace> no associated sf account c field perform the update dataload to set the values and complete their alignment