Last Edit: 5/27/2025

All Salesforce records are assigned a unique ID when the record is created, below is the order of operations for creating new Account and Contact records using provided data templates:

1. Use the Facility Account Data Template 20250106 to load Accounts and get the Account ID assigned to each Account.  An Account must existing in Salesforce before Contacts can be associated with the Account.  
2. Use the Contact Data Template 20250106 to load Contacts.  Account ID to each Contact that should have a Direct association with the account.  This should be the primary account for the contact.  A contact can only have one direct account relationship.  
3. Use the Account Contact Relationship Template 20250106 to load the Direct and Indirect Account relationships.  Any additional account that a contact is associated with, known as the Account-Contact Relationship, is considered an Indirect Relationship.  A contact can have many indirect account-contact relationships. Get the Contact ID and all Account IDs for each contact that have both Direct and Indirect Account relationships, populate the Account-Contact Relationship template using those IDs and assign departmental Contact Roles for each association, then load the Account and Contact relationship.
4. Be Careful to use the correct Account Owner ID for your fields.  If you need help finding your Account Owner's ID, please reach out to the Salesforce team.  If none is assigned, the default value will go to your user.
5. When uploading Accounts, please confirm that you are using the appropriate Record Type ID for the intended Account Type.

Additional templates will be made available for each relevant business unit as they are created.  Please be aware that some templates may not be relevant or useful to your business unit.