The Salesforce API supports the use of External ID fields as foreign keys in place of IDs, but this feature is not yet supported in the SalesforceUpsert step.
Full Answer
What is the use of external ID in Salesforce?
The ‘External ID’ field is used to reference an ID from external system. External IDs are searchable in Salesforce and you can also use the External ID field to update the record using Apex logic and also use the upsert API call with the External ID to refer to records when using Data Loader.
Can I use external records from SQL Server in Salesforce?
So if you have a bespoke marketing system running on SQL Server, it is may be easier to load, update and reference these external records in Salesforce using unique IDs from SQL Server. Salesforce allows you mark up to 3 fields as External IDs and these fields must be text, number or email field types.
How can I detect existing records in Salesforce with the same ID?
When you select this option, the import wizard will detect existing records in Salesforce that have the same external ID. Note that this operation is not case-sensitive - for example, “ABC” will be matched with “abc”.
How do I get the Oracle ID for my Salesforce account?
If you have an Oracle Financials system that links with Salesforce, it may be more efficient for you to refer to the Oracle ID of account records from within Salesforce. In this case, you can create an 'External ID' in Salesforce and use it to capture and display the Oracle ID for each account.
What fields can be external ID in Salesforce?
Salesforce allows you mark up to 3 fields as External IDs and these fields must be text, number or email field types. Values in these External ID field must also be unique and you can also determine whether or not value are case sensitive. There are three ways that you typically use External ID field.
How do I use an external ID in Salesforce?
An external ID is a custom field that has the External ID attribute, meaning that it contains unique record identifiers from a system outside of Salesforce. When you select this option, the Data Import Wizard detects existing records in Salesforce with external IDs that match those values in the import file.
Can a formula be an external ID Salesforce?
Formula fields cannot be external id's unfortunately. Only text, email or number field.
Can we use external ID in data loader?
You can use an External ID in place of a related record's Salesforce record ID to relate or associate records to each other as you process an Upsert operation in Data Loader.
What is the difference between external ID and Salesforce ID?
The 'External ID' field may be used to reference an ID from another, external system. External IDs are searchable in Salesforce and you can also use the Upsert API call with the External ID to refer to records when making changes via Data Loader.
What are two uses of external IDs?
What are two uses for External IDs? To create a record in a development environment with the same Salesforce ID as in another environment. To prevent an import from creating duplicate records using Upsert. To create relationships between records imported from an external system.
Which type of custom fields can be used as external ID?
External ID fields must be Custom text, number or email fields. External ID fields contain record IDs from systems outside Salesforce. You can use the upsert call to match against External ID fields during import or integration.
On which data type field we can create external ID field in Salesforce?
What types of fields can be used as an external ID in Salesforce? Salesforce allows us mark only custom fields with data type text, number or email as External IDs. Important Points: External ID fields contain record IDs from systems outside Salesforce.
Can we update external ID in Salesforce?
Yes, it's that easy, you can perform a mass update of objects using your external ID, as long as you reference the upload as an UpSERT, not an UpDATE.
What happens when 2 records have same external ID during an upsert operation?
When the two records have same external id means the first record will be upserted then the second record is not upsert, It throw some error message. Because of you have used the same external id in both records.
Where is the external ID field in Salesforce?
Create an external ID fieldIn a browser, log in to Salesforce.com.Near the top of the screen, click your user name, and then click Setup.Under Build, click Customize, and then select the object you want to update—for example, Account.Click the Add a custom field to accounts link.More items...
What is external ID in the upsert operation?
External Id is a unique key or primary key that is different from salesforce Id. It is slightly created by the user in order to insert, upsert, delete and update records in Salesforce. External Id cannot be duplicated.