---
schema_version: "1"
id: dd69519f1cc8b1ffc02b3d3c9239bc988559e4fcee955adde47d96647067c416
title: Customize Site Upload in Bulk
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/ene_customize_site_upload_bulk.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.ene_customize_site_upload_bulk.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4e6d6f5a53ce34b46644583251e108eadb62c87abf9e702ca5d09160bcff2cda
description: Select to use only one upload method, define mandatory columns for the uploaded CSV files, set opportunity product recipient fields for mapping, and exclude the manual site creation process.
products:
  - Energy and Utilities
release: "264"
---
# Customize Site Upload in Bulk

Select to use only one upload method, define mandatory columns for the uploaded CSV files, set opportunity product recipient fields for mapping, and exclude the manual site creation process.

## Choose a Single Upload Method

Configure the user interface to allow only one method for uploading sites, such as strictly manual entry or bulk upload.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d73381e104">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d73381e104 ">To create user profiles and users:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d73381e104 ">Energy &amp; Utilities Cloud Features</td>

              </tr>
            </tbody>
          </table>

1. Open the managed-installed version of the **Upload Sites in Bulk** flow.
2. Delete the **Check Site Creation Method** element.
3. Choose the site creation method you want to retain and modify the flow accordingly.
4. Delete the **Select Site Creation Method** screen.
5. Save and activate the new flow.

## Customize Required CSV Columns

Define which custom columns are mandatory in the uploaded CSV file so that they appear with a red asterisk on the mapping screen.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d73381e234">User Permissions
                  Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d73381e234 ">To create user profiles and users:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d73381e234 ">Energy &amp; Utilities Cloud Features</td>

              </tr>
            </tbody>
          </table>

1. Open the managed-installed version of the **Upload Sites in Bulk** flow.
2. Edit the **Set UI-Required Fields** element.
3. Add a new assignment field with the following values:
    1. Variable: **UIRequiredFields**
    2. Operator: **Add**
    3. Value: The name of your custom CSV column header.
4. Save your changes and activate the flow.

## Set Opportunity Product Recipient Fields for Mapping

Ensure specific custom columns are mandatory during the mapping process, preventing users from proceeding without mapping them.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d73381e381">User Permissions
                  Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d73381e381 ">To create user profiles and users:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d73381e381 ">Energy &amp; Utilities Cloud Features</td>

              </tr>
            </tbody>
          </table>

1. Open the managed-installed version of the **Upload Sites in Bulk** flow.
2. Edit the **Set Additional Mandatory Fields** element.
3. Add a new assignment field with the following values:
    
    - Variable: AdditionalMandatoryFields
    - Operator: Add
    - Value: The API Name of the Opportunity Product Recipient field.
4. Save your changes and activate the flow.

## Set Required Fields for Manual Site Creation

Designate specific fields on the Opportunity Product Recipient entity as mandatory when manually creating sites.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d73381e521">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d73381e521 ">To create user profiles and users:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d73381e521 ">Energy &amp; Utilities Cloud Features</td>

              </tr>
            </tbody>
          </table>

1. Open the managed-installed version of the **Upload Sites in Bulk** flow.
2. Edit the **Set Additional Mandatory Fields** element.
3. Add a new assignment field with the following values:
    
    1. **Variable**: AdditionalMandatoryFields
    2. **Operator**: Add
    3. **Value**: The API Name of the Opportunity Product Recipient field you want to require on the form.
    
    Note: This is the same flow element that controls the mapping requirements for the CSV mapping screen.
4. Save your changes and activate the flow.

## Exclude Fields from Manual Site Creation

Remove specific custom columns from the manual site creation screen to streamline the user interface.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d73381e677">User Permissions
                  Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d73381e677 ">To create user profiles and users:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d73381e677 ">Energy &amp; Utilities Cloud Features</td>

              </tr>
            </tbody>
          </table>

1. Open the managed-installed version of the **Upload Sites in Bulk** flow.
2. Edit the **Set Excluded Fields** element.
3. Add a new assignment field with the following values:
    
    - Variable: ExcludedFields
    - Operator: Add
    - Value: The name of the CSV column header you want to exclude.
4. Save your changes and activate the flow.