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  • cesar_peres
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4 replies

Import: Matching by External ID, How?

I am trying to import account and contacts from a SQL server database. By default SalesForce wants to use the account name. What's been happening is that when the account name from my SQL database doesn't match exactly with the name in SalesForce, duplicated accounts would be created. Even a tiny discrepancy like 'INC' vs. 'INC.' would create duplicate.

 

I read from some help articals that I could use an External ID as the matching criteira. But the import wizard's matching type only has Salesforce.com ID' and 'name and Site'. I did create a customized field for Account, and specified that it should be required, unique, and is an External ID. But this option is not there. 

 

So how do I get to specify I want to import by using the External ID as the matching type?

 

Thank you!

2 replies

Upsert and Composite Key

I was wondering if it is possible to create composite keys in Salesforce? And if so, how can we utilize this when writing an upsert?

 

For EX: Right now im doing the following to do my upsert:

 

sforce.UpsertResult[] upResult = binding.upsert("Name", objList);

 

but suppose i can have an object with a composite key, how would i do my upsert?

 

Thanks