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Puneet Mehra 14
Data update challenges
I am trying to update a set of records that were given to me with an Excel spreadsheet
1. The Name field on there is an Autonumber
2. I have no other unique fields I can use as an External ID
Here's what I've tried so far:
1. DataLoader doesn't allow me to do an upsert by matching on autonumber fields
2. I've tried using the Data Import Wizard on Salesforce to make an upload but that application always has a problem reading my csv file, so I am never able to proceed to field mappings
This leaves me in a tricky situation, having to tap into our mySQL database to first get record IDs and then do a data upload.
Is there a better way?
1. The Name field on there is an Autonumber
2. I have no other unique fields I can use as an External ID
Here's what I've tried so far:
1. DataLoader doesn't allow me to do an upsert by matching on autonumber fields
2. I've tried using the Data Import Wizard on Salesforce to make an upload but that application always has a problem reading my csv file, so I am never able to proceed to field mappings
This leaves me in a tricky situation, having to tap into our mySQL database to first get record IDs and then do a data upload.
Is there a better way?
1) Use the autonumber to query the salesforce ids and use the ids to update the records.
2) Create a temporary field mark it as external id, populate all the records with the same value as autonumber in the newly created field and use that field to upsert your records.
Hope it helps.,
Thanks,
balaji
All Answers
1) Use the autonumber to query the salesforce ids and use the ids to update the records.
2) Create a temporary field mark it as external id, populate all the records with the same value as autonumber in the newly created field and use that field to upsert your records.
Hope it helps.,
Thanks,
balaji