Apex Code Development You need to sign in to do that
Don't have an account?
Michael Hedrick 2 Upsert Case and Contact and Related records
Hello,
I am trying to set up a process to insert/update records on a monthly bases from an Excel file.
Here is data I am trying to insert/update every month
The fields that are underlined are the keys fields but the file being imported may have duplicates Claim Nos.
The Case object is the main record.
There will be a single contact associated to each Case
There can be multiple Custom object records associated to the Case.
I thought to use Jitterbit at first but I do not think that is possible.
So I am not sure how to approach this. Any help would be appreciated.
Thank you for your time,
M
I am trying to set up a process to insert/update records on a monthly bases from an Excel file.
Here is data I am trying to insert/update every month
The fields that are underlined are the keys fields but the file being imported may have duplicates Claim Nos.
The Case object is the main record.
There will be a single contact associated to each Case
There can be multiple Custom object records associated to the Case.
I thought to use Jitterbit at first but I do not think that is possible.
So I am not sure how to approach this. Any help would be appreciated.
Thank you for your time,
M
1.Use the lookup function in excel to match the appropariate ids
2.Use the external field approach to store the old ids and perform upsert operation in dataloader by laoding the data using loader
To confirm. I have insert the main case records. Then get there ID and store them on the other 2 related records?
Thanks,
Michael