Search found 3 matches

by srulymarkowitz
Mon 12 Oct 2020 21:00
Forum: SSIS Data Flow Components
Topic: SQL to Salesforce
Replies: 3
Views: 19688

Re: SQL to Salesforce

For anyone else struggling with this- I figured it out.

• Create a Devart Salesforce Lookup
• In my case I want the Account ID - so I will Lookup object "Account"
• For lookup columns, select what you want to return. In this case I want the Account ID, so check "Id"
• The next section (referential contract) basically means match the column that contains external field of the parent (i.e. the account) that is in the child object, and match it with the actual Salesforce external column that contains that value.
So in my example I have a SQL "Account_ID" field which is mapped to Salesforce Account "Account_External_ID__c" field.
• Doing this will automatically create a new 'Id' column (sometimes referenced as "Devart Lookup.Id") which you can use as an input when mapping fields.
• So when creating my child object (Opportunities) I map"Id" to "Account ID". (Dont map it to ID of the Child, the ID of the child will automatically be generated upon record creation.
by srulymarkowitz
Fri 09 Oct 2020 17:31
Forum: SSIS Data Flow Components
Topic: SQL to Salesforce
Replies: 3
Views: 19688

Re: SQL to Salesforce

I saw that.
But it is not very clear explanation and it is hard to pick out the useful info out of the concern about if the right product is being used.
Is there a proper tutorial on how to use that feature?
by srulymarkowitz
Thu 08 Oct 2020 00:16
Forum: SSIS Data Flow Components
Topic: SQL to Salesforce
Replies: 3
Views: 19688

SQL to Salesforce

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.