This is a complex question with multiple steps.
I have a client who has information that needs to be imported into Salesforce as a note.
They're relatively open on how this is formatted. As long as the information is there, and accessible to a particular accout, they're happy.
Salesforce import for notes requires that the note be in a column. The problem with this is that there are literally about 3,000 different note rows in a separate note file from the main excel file. Each of these note rows is organized in the following format:
ABC Company Called ABC Company Had a meeting with ABC Company's Dave at lunch on Friday Did XYZ with ABC Company DEF Incorporated Met DEC Executive while golfing Sold 30 widgets to DEC yesterday
Basically, company name, followed by a variable number of rows relating to that company, followed by two rows of blank space, followed by another company, etc, etc, until the end of the file.
So I need to:
Either create a separate column for each line after the first inside a group, i.e. as follows:
Called ABC Company | Had a meeting with ABC Company's Dave at lunch on Friday | Did XYZ with ABC Company Met DEC Executive while golfing | Sold 30 widgets to DEC yesterday
And match those with the a column in the first excel file, based on the first line of the group.
Or I have to figure out some other way of doing this which is more efficient.