This error concerns the field called "Preferred Phone", which is a contact field in CRM.
The only appropriate values for this drop down field are:
  • Home
  • Work
  • Mobile
  • (Blank)
Export the list of errors, and use the information to bulk update the Preferred Phone field for the records in CRM. Afterwards, rebuild the errors in QPM.

The third party app to Salesforce called Data Loader can certainly accomplish this a bit faster, but we will recommend the Import Wizard here, because its user interface is much more friendly and intuitive. If you have someone at your organization that is familiar with the Data Loader, please feel free to utilize its features.

How to steps:
  1. In Luminate Online (LO), go to the QPM, and select Browse Contacts, CRM to Online > UniversalFieldMapperException
  2. When the list is pulled up, click Export All
  3. Click Problem Exports tab > Download
  4. Once opened up in Excel, remove all of the columns except for the Universal ID column. We will use this to recognize the records in CRM
  5. Now, how do we group these records together in CRM? We often use a Custom Field on the contact record
  6. In CRM, click your name at the top and then Setup
  7. On the left side, under Customize, click Contacts > Fields
  8. Once on the list view of the fields, scroll down to the custom field section, and click the button to create a new custom field
  9. To make it easy, give it a value type of true or false, and name it "Special Upload" or something familiar
  10. Once it is created, go to a contact record, click Edit Layout in the top right, and drag and drop your new custom field onto the layout. Click Save
  11. Head back to your Excel spreadsheet, and add the title of your new custom field as a new column header
  12. Add "TRUE" to every box for every contact record for that new column. Now you should have two columns in your .csv file, Universal ID, and Custom Field. Save it as a CSV file, and now we can perform an upload in CRM to group these contacts together
  13. In CRM, go back to Setup, and under Data Management on the left side, there is an option for the Import Wizard. Click on it, and let us begin
  14. Follow the steps in the Import Wizard to select your new upload file, map the columns to the corresponding fields on the contact record, and then upload and update our records.
    • *To be safe, we always recommend a test upload first, with one to five records, to make sure your upload is updating the way you want it to.
  15. Once the upload has completed via the Import Wizard, spot check a few records in CRM to see if the new custom field was updated
  16. Next up in CRM, head over to the Reports tab
  17. Create a new Contacts report
    • Here are the fields you will need:
      • Contact ID (universal ID)
      • New custom field
      • Preferred Phone
    • Filter:
      • New custom field = True
  18. This report will verify that your upload was successful as well. Now that you have these people grouped together, run the report and download the results
  19. You should have a new Excel file to edit. Once edited, this will become your final import file for the records in CRM
  20. You'll notice that the preferred phone values look like "Mobile Phone", "Work Phone", etc. Use the Find and Replace feature in Excel to find all "Mobile Phone" fields, and replace them with a valid value like "Mobile".
    • The only appropriate values for this drop down field are: Home, Work, and Mobile
  21. Once your CSV file is complete, travel to the Import Wizard again!
  22. This time, when you map the fields, you are going to add in preferred phone so the values are updated
  23. Follow the steps in the Import Wizard to select your new upload file, map the columns to the corresponding fields on the contact record, and then upload and update your records
    • *To be safe, we always recommend a test upload first, with one to five records, to make sure your upload is updating the way you want it to.
  24. Once the upload has completed via the Import Wizard, spot check a few records in CRM to see if the new custom field was updated. You can even run another report in CRM to verify your results
  25. Head back to LO, and QPM, and rebuild all the errors
  26. Verify that the errors do not come back
  27. Once this is complete, delete/remove your special custom field in CRM