A #Data Loader is added to Account’s related Data List and configured to use $CONTEXT_RECORD_ID to reference the current Account record. After upload, the loaded records are automatically related to that $CONTEXT_RECORD_ID.
Overview
General Use Case
Use #Data Loader with $CONTEXT_RECORD_ID in field mappings to enable context-aware uploads from a #Data List on any Lightning Record Page, so imported records automatically relate to the current record.
Video Demo
Prerequisites
Required Custom Field
Opportunity.SourceSystemID__cText(18)Downloadable Executables
Walkthrough
1
Pipeline - Opportunity.DataLoaders

2
New Executable - Opportunities.DataLoader.From.AccountPage

3
Mapping

4
Add Data Loader to Data List
