how to make salesforce name field unique external id

How to Create External ID in Salesforce?

• Click the Setup menu and navigate to the Fields option
• Select the New option as a text field and choose an appropriate name (label) for the field.
• You can click on the Unique button and mention the case-sensitive feature
• Select the desired External ID where you will save records from an external source

Full Answer

What is an external ID in Salesforce?

Ragseh - 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. This is a field that usually references an ID from another (external) system.

Will Salesforce allow null values for external ID and unique fields?

Will salesforce allow "null" values for External ID and Unique fields. Yes, in both cases, unless set to "always required."

Is it possible to have a null value in the external ID?

Yes, in both cases, unless set to "always required." The difference is that the former can be used with upsert () to insert or update records based on the value in the External ID field, while the latter is simply a uniqueness-constrained field that cannot be used with upsert (). Also, you can only have null in a unique field ONCE ...

What is an Oracle ID in Salesforce?

This is a field that usually references an ID from another (external) system. For instance, if the customer has an Oracle Financials system that they will be linking with salesforce.com, it may be easier for them to be able to refer to the Oracle ID of account records from within salesforce.

Can we make name field as unique in Salesforce?

1. create a text field (dont put it on the page layout) and set it as unique. 2. Create a workflow on create/edit of the table (edit of the relevant fields if you want to be efficient) that concatenates the two fields you want into the created text field AND to the record name.

Is external ID field unique in Salesforce?

External ID in Salesforce is a custom field that has the “External ID” attribute checked meaning that it contains unique record identifiers from a system outside of Salesforce.

Can we make standard field as external ID in Salesforce?

Hi All, Is possible to use standard NAME field (data type is AutoNumber) as external ID while upserting/updating records using enterprice API.....

How do I populate an external ID 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...

Does external ID have to be unique?

I checked the documentation , and found that to upsert records with an external ID, there is no requirement that the external ID be unique.

How do I change the external ID field in Salesforce?

Get the list of all the External IDs you want to update.Do a SOQL query to Salesforce to see which of those records exist in Salesforce already.Only do the upsert for the records that are already in Salesforce (by this stage you could also do an update() as the SOQL query could bring back the Salesforce ID)

Which type of custom field can be an external ID?

A custom field can be marked as an external ID to identify the primary keys of the legacy system (outside Salesforce). Text, number, e-mail, and auto-number fields can be flagged as external IDs.

What type of custom fields can be used as external ID choose 3 options?

External ID fields must be Custom text, number or email fields.

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.

How do I map an external ID field in Salesforce?

In step 3: 'mapping' drag and drop the Salesforce field with the name syntax [ObjectName]:[ExternalIDField__c] to map it to your Object B file's column containing the External ID values for Object A's records (in our example, the naming syntax [ObjectName] is "Object A" and [ExternalIDField__c] is the API name of ...

What is the difference between external ID and Unique ID in Salesforce?

The 'Unique ID' field is a setting which prevents the same value from being used in multiple records for any specific field. External IDs are often created with the 'Unique ID' setting so that the External IDs will be unique to each record.