Slaesforce FAQ

how to update account based on id in salesforce

by Imogene Fay Published 2 years ago Updated 2 years ago
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Update existing records Lightning Experience: Gear icon | Setup | In the Quick Find box, enter Data Import Wizard | Launch Wizard | Select Accounts and Contacts | Update existing records 10. Select to match by Salesforce ID and select Update existing Account information.

Full Answer

Is it possible to add a Salesforce ID to local system?

Again, as you say, if you can add the Salesforce ID to the local system or otherwise keep track of which records are already in Salesforce it would be more efficent in terms of Salesforce API calls. The update () API requires the ID to be defined.

Is it possible to update a Salesforce record with an upsert?

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)

How to find which records are already in Salesforce?

If, as you say, you don't have the Salesforce ID or another way in you local system to identify which records are already in Salesforce, you would need to do a SOQL query first to identifiy which External Ids existing in Salesforce.

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