In this section: |
Salesforce provides an upsert method for its business objects. Upsert is a combination of the words Update and Insert. With this method, existing records are updated and new records are inserted. Use of this method avoids creating unwanted duplicate records.
To use the upsert method, the object must have a custom field identified as an External ID.
To add a custom field:
The Account (or other object name) Fields page opens and shows the new field with its API Name, Account_ID__c, as shown in the following image.
When creating a data flow using an upsert method, you must identify the external ID field. This can be done in the JOIN object that joins the upsert method to an input table, as shown in the image below. There are two fields that are required in the join:
WebFOCUS |