Notes on List Uploads using Salesforce Reports

Posted on June 29th, 2022

Common Issues: The application will attempt to warn of any missing fields or issues during your list uploads. Common issues are:

  • Reports are in a collapsed format

  • Reports are not in a summary format

  • Required fields are missing

Limits:

  • SFDC limits 2000 records per upload. It is suggested that reports that contain more than 2000 records are broken out into smaller chunks