ANSWER: No. However, when PeopleImport completes a "FinalResultsDump" file is created which contains ALL the input data (even fields that were NOT mapped) and also has the Salesforce ID's for all the Leads and Contacts affected during the import (inserted or updated). This file can be used as an input to DemandTools MassEffect to insert directly into the Task Object in Salesforce.
If custom Tasks need to be created, then Tasks SHOULD NOT be created at all in PeopleImport and instead use this "FinalResultsDump" file as input to DemandTools MassEffect (this file can be found in the ....My Documents\PeopleImportData\Restore\ directory on your PC):
- Read in the FinalResultsDump File as input to MassEffect
- Select "Insert" as the operation on the right
- Click the + sign to the left of the "Task" table to show the Task fields
- Map the following fields:
- CRMfusionField_MatchId -> Contact/Lead ID - [whoid]
- CRMfusionField_ParentId -> Opportunity/Account ID - [whatid]
- This is optional and should only be done with Contact ID's as tasks created for Leads CANNOT have "related to" fields populated. If the FinalResultsDump file contains BOTH Leads and Contacts and you wish to populate the whatid field with the Account ID for the Contacts you will need to sort the input file by "CRMfusionField_Object" field and break into 2 separate files (one with Leads and one with Contacts). DO NOT map to this field for Leads, only Contacts.
- CRMfusionField_OwnerId OR CRMfusionField_ParentOwnerId -> Assigned To ID [OwnerId]
- This is optional, but if nothing is mapped to this field then all the new Tasks will be owned by user performing the insert via MassEffect
- CRMfusionField_OwnerId: Owner of the Lead/Contact
- CRMfusionField_ParentOwnerId : Owner of the Account (if the "matched" object was a Contact)
- Will be blank if the "matched" object was a Lead
- Map the custom fields to the appropriate matching field in Salesforce
