Salesforce Upsert Methods Setup
In order to use the Upsert Account or Upsert Contact methods you must first setup a custom external ID field within the object in salesforce.
Setting up the method will be a slightly different process depending upon whether you are using Salesforce Classic, or Lightning Experience.
External ID Creation - Salesforce Classic
-
To add a custom external ID field to an object in Salesforce first click the
Setup
button in the top right of the screen. -
Scroll down to the
Build
label and clickCustomize -> Account (Or Contact) -> Fields
. - Once on the Fields screen scroll down to where it says ‘Account Custom Fields & Relationships’ and press
New
. - Select the
Text
checkbox and pressNext
. - Enter the Field Label and Length. Select
Do not allow duplicate values
andTreat "ABC" and "abc" as different values
. And SelectSet this field as the unique record identifier from an external system
, then pressNext
. - Check
Visible
and pressNext
and thenSave
.
External ID Creation - Lightning Experience
-
To add a custom external ID field to an object in Lightning Experience first click the
Setup
cog in the top right of the screen, and selectSetup
. -
Scroll down to the
Platform Tools
label and clickObjects and Fields -> Object Manager
. -
Once on the Object Manager screen, select the object you wish to add an external field for. For example, if you are setting up an
Upsert Account
method, selectAccount
. - Select the
Fields & Relationships
from the menu and click theNew
button. - Select the
Text
checkbox and pressNext
. - Enter the Field Label and Length. Select
Do not allow duplicate values
andTreat "ABC" and "abc" as different values
. And SelectSet this field as the unique record identifier from an external system
, then pressNext
. - Check
Visible
and pressNext
and thenSave
.
Using the Upsert Methods
Once you have setup your External ID field you are ready to use the corresponding Upsert method.
-
Copy the API Name of your External ID field from Salesforce:
Salesforce Classic
Lightning Experience
-
Go to setup the Upsert method in Cyclr, and insert the copied value into the ‘External ID Field’, and map your External ID value to the ‘External ID’ field.