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Download all the data from the Employment object in an Excel sheet (where
AQB__SetAsPrimary__c = TRUE
) with Contact ID , Start Date, and Last Modified Date.Create a VLOOKUP column in Employment_file to retrieve the Last Modified Date from Employment object sheet by running a VLOOKUP on Contact IDs.
Create an “Action” column with the following criteria:
If the Last Modified Date is greater than or equal to the Employment_file Date: No Action (remove from your sheet as newer data is recorded).
If the Last Modified Date is less than the Employment_file Date: Data Matching.
If the result is #N/A, it indicates no employment exists in the system for that Contact ID: Insert Data.
* Correct date format if needed (dd/mm/yyyy)
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Map values from the file to the correct picklist values contained in the specified field.
For the Industry field, please map to
USYD_Global_Industry__c
.Do not forget:
AQB__SetAsPrimary__c = TRUE
AQB__Status__c = Current or Retired
(in accordance the person’s circumstances).AQB__StartDate__c = If information is not given by the requester, the field should be populated with the day the data was received followed by
AQB__Started__c = On or Before`.AQB__Source__c = File source + year
.AQB__EmployerName__c
: If it is blank, replace with “Not Provided”AQB__Title__c
: If it is blank, replace with “Not Provided”.Started:
On, On or Before
Action Folder Instructions
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