SQL to Salesforce
Posted: Thu 08 Oct 2020 00:16
Hi,
Having some trouble using external IDs.
I am doing 2 'pushes' from SQL to Salesforce
1) Accounts > Accounts
2) Donations > Opportunities
So first I Upsert the accounts, including mapping an external ID field to the account in SF. That works great.
Then I want to Upsert opportunities as well. But I need to link the Opportunity to the correct Salesforce Account. This is usually done with SF Account ID. In this case I don't know the SF account ID, but I do know the SF account external ID for each opportunity.
So how can I Upsert an Opportunity (child of Account) and reference the SF account ID, when all I have is the Account External ID.
From my research it might be done with the lookup component, but I am not understanding how to use it, and the documentation is a bit sparse.
Thanks in advance.
Having some trouble using external IDs.
I am doing 2 'pushes' from SQL to Salesforce
1) Accounts > Accounts
2) Donations > Opportunities
So first I Upsert the accounts, including mapping an external ID field to the account in SF. That works great.
Then I want to Upsert opportunities as well. But I need to link the Opportunity to the correct Salesforce Account. This is usually done with SF Account ID. In this case I don't know the SF account ID, but I do know the SF account external ID for each opportunity.
So how can I Upsert an Opportunity (child of Account) and reference the SF account ID, when all I have is the Account External ID.
From my research it might be done with the lookup component, but I am not understanding how to use it, and the documentation is a bit sparse.
Thanks in advance.