Upsert

This action uses Salesforce native UPSERT mechanism, which allows inserting records if such record does not exist in Salesforce, and updating the record if such a record is found. Salesforce uses External ID fields to check whether a matching record already exists in Salesforce. External ID in Salesforce is a custom field that has the “External ID” attribute and uniquely identifies records. There can be multiple External Id fields in a Salesforce object.

Action Settings

Setting Description
Table An object to load records to.
External Id The object External ID field to use for matching records.

Action Parameters

Upsert action parameters correspond to the fields of target table. You must map at least the parameters corresponding to the required target table fields, and the parameter corresponding to the selected External ID field.

Result

The records are inserted or updated in the target table.

Example

Here is an example of Upsert action in the Target component of Data Flow. This example loads Accounts to Salesforce.

Upsert action in data flow