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 Setup button in the top right of the screen.

  • Scroll down to the Build label and click Customize -> 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 press Next.
  • Enter the Field Label and Length. Select Do not allow duplicate values and Treat "ABC" and "abc" as different values. And Select Set this field as the unique record identifier from an external system, then press Next.
  • Check Visible and press Next and then Save.

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.
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