In Salesforce, the order product object represents an original product on an order. It can also represent a charge, such as a delivery charge. We can add products to an order manually via the Salesforce user interface. The Salesforce Data Loader can be used to import and insert a number of Order Products (OrderItems).
In this Salesforce tutorial, we will learn to import order products with data loader in Salesforce. In this process, we will add Order Products to existing Orders in Salesforce.
Import Order Products with Data Loader in Salesforce
To import Order Products with the data loader in Salesforce, there are the following considerations that we should be aware of.
- The products you will import in Orders must be assigned to a Price Book.
- The Currency code, products, Contracts, and Orders should be familiar.
- OrderItems are associated with Products via PricebookEntry records, so ensure the Pricebook has products in it.
- We can only add Order Items or Products via PricebookEntry records for the Pricebook that’s assigned to the Order.
- It’s not possible to add Products to activated Orders. We can only import Order products for draft Orders.
Create a CSV file to import order products with the data loader in Salesforce
We first must create a CSV file with the following header columns to import order products with the data loader.
- ORDERID – Record ID for the Order you’re adding products to. If adding multiple Products to the same Order, create an individual row for each unique Product to be added. To get the OrderID, run an export from the data loader for the Order object.
- PRICEBOKID – The record ID of the product’s entry is in the Price Book associated with the Order. To get this, run a data export for the PriceBookEntry object to generate a list of record IDs.
- QUANTITY – Enter the number of products.
- UNITPRICE – Enter the Unit price of the Order Product.
- SERVICEDATE — Enter the Start Date for the order product, which should not be less than the start date of the order contract. The data must be entered in the date format in your org.
The image below refers to the CSV file I created to import order products with the data loader in Salesforce.
Insert Order products from CSV file with the Data loader
To insert the order products with data loaded from the CSV file we created in the above steps, open the data loader and follow the steps below.
1. Login with your crededntials in the data loader and click on the Insert button or click Upsert if you want to import new records and update the existing one.
2. In this step, activate the Show All Salesforce objects checkbox and select the