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Samyra Chrisp
I need to update a field in a custom object with the field from another custom object when an import is finished. Can I do this with a trigger? Both objects contain a field with matching data (ClientID) that is imported from another system.
I am importing data from csv files using the dataloader into two separate objects.
The first csv file is loaded into the account. The data loaded includes a unique client ID field.
The second csv file loads data into a custom object and includes the same client ID field.
Is there a way to look up the accountID so that I can relate the custom object to the account that contains the unique client ID using a trigger?
The first csv file is loaded into the account. The data loaded includes a unique client ID field.
The second csv file loads data into a custom object and includes the same client ID field.
Is there a way to look up the accountID so that I can relate the custom object to the account that contains the unique client ID using a trigger?
So if I understand it correctly, you are importing customers first, and then want to import customer referrals, and since you don't have salesforce IDs, it is hard to connect.
And that is where the concept of "External ID" comes in. Salesforce has created external ID system for data-imports where you have related data outside of the system and want to import it.
I'm sure you would have some conncted field, e.g. customer number which exists in both tables, you can tell salesforce to use that field to connect your records, and salesforce would go ahead and fill up the lookups for you. I suggest you read through the concept of external IDs and see if that resolves your problem.
Apologies if I am totally off track with my answer..
All Answers
Am not sure i really understand the whole problem, but if you want to connect records of one table to another table, you can do that by creating a lookup and using external IDs. Here is some information: http://help.salesforce.com/apex/HTViewHelpDoc?id=faq_import_general_what_is_an_external.htm
To your answer, yes, you can do this via trigger as well.
Thx
So if I understand it correctly, you are importing customers first, and then want to import customer referrals, and since you don't have salesforce IDs, it is hard to connect.
And that is where the concept of "External ID" comes in. Salesforce has created external ID system for data-imports where you have related data outside of the system and want to import it.
I'm sure you would have some conncted field, e.g. customer number which exists in both tables, you can tell salesforce to use that field to connect your records, and salesforce would go ahead and fill up the lookups for you. I suggest you read through the concept of external IDs and see if that resolves your problem.
Apologies if I am totally off track with my answer..