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.
External ID Creation
To add a custom external ID field to an object in Salesforce first click the
Setupbutton in the top right of the screen.
Scroll down to the
Buildlabel and click
Customize -> Account (Or Contact) -> Fields.
- Once on the Fields screen scroll down to where it says ‘Account Custom Fields & Relationships’ and press
- Select the
Textcheckbox and press
- Enter the Field Label and Length. Select
Do not allow duplicate valuesand
Treat "ABC" and "abc" as different values. And Select
Set this field as the unique record identifier from an external system, then press
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.
- 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.