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Add an External ID on the Account from a Related Object
Hello,
I am trying to understand how to resolve a data migration issue between a system named CDK and Salesforce. The code is setup to push a custom object entitled "DMS Numbers" to Salesforce. The code is supposed to either located an existing Account Records and related that DMS Number to the Account. If there is no existing Account, it is supposed to create a new Account. However, the code is creating duplicate Accounts. In order to stop these duplicate Accounts, the developer who wrote the code says we must used the CustNo from the DMS object, as an external ID on the Account record to ensure an exact match going forward.
I have some knowledge of Salesforce External IDs, but I am not sure how to make this CustNo an External ID on an Account. Can you assist?
Here are some notes from the developer:
"If there are other fields on the DMS Number record to find a match that is HIGHLY encouraged. CustNo is an external ID on the DMS object, can this same value be used on Accounts? And make it an external ID? It's not there today, but can it?"
I am trying to understand how to resolve a data migration issue between a system named CDK and Salesforce. The code is setup to push a custom object entitled "DMS Numbers" to Salesforce. The code is supposed to either located an existing Account Records and related that DMS Number to the Account. If there is no existing Account, it is supposed to create a new Account. However, the code is creating duplicate Accounts. In order to stop these duplicate Accounts, the developer who wrote the code says we must used the CustNo from the DMS object, as an external ID on the Account record to ensure an exact match going forward.
I have some knowledge of Salesforce External IDs, but I am not sure how to make this CustNo an External ID on an Account. Can you assist?
Here are some notes from the developer:
"If there are other fields on the DMS Number record to find a match that is HIGHLY encouraged. CustNo is an external ID on the DMS object, can this same value be used on Accounts? And make it an external ID? It's not there today, but can it?"
Text, number, e-mail can be flagged as external IDs.If the field CustNo qualifies to be an external Id, you should be able to see a checkbox as shown in the image to make it external Id (Clickpath in Lightnign experience: Setup> object manager>Fields &relationships> Select and edit the field CustNo > See general options related list)
Related: https://help.salesforce.com/articleView?id=000325076&language=en_US&type=1&mode=1
Hope this helps you. Please mark this answer as best so that others facing the same issue will find this information useful. Thank you