You may be wondering that there are tons of articles available for upsert operation and what is need of one more blog post. I wanted to note everything important about upsert operations using datalaoder and Apex with identified gotchas at single place, and that’s why its here 🙂 .
External ID is field in Salesforce to say that this field is primary key in external Database which can be used to identify that external record exists in Salesforce or not ? There are many benefits of external key like :
It can be used to identify if record exists or not and record automatically inserted or updated using upsert operation
Upsert operation is supported by Dataloader, Apex and API
Any field marked as external id is indexed and can be used in SOQL or report filter
You can create Parent child record in single statement in Apex
Using Upsert operation to create/update child record and relate to existing parent record with help of External Id
Lets assume that you have list of contacts and Account in external SQL Server database and you want to import those Account and contact weekly. It is possible that you have already imported contacts previously so don’t want to duplicate records if already created in Salesforce. To solve this problem we can use external Id on Contact and use upsert operation on dataloader. Let’s assume external Id field on Contact is “SQL_Server__Id__c” (I am assuming that Account records in Salesforce also have external Id and records are already imported. Same below steps can be used to import Account record as well). Continue reading “All about Upsert and External ID in Dataloader and Apex – Videos”
There can be hundreds of use cases where we need to backup data from salesforce and we have thousands of options. We can use Jitterbit, Mulesoft, Dataloader.io or some big ETL tools like BOOMI or informatica. However sometimes clients are not willing to pay hefty amount on licensing cost of ETL tools and I love open source. In this article, we will be using open source solution to very common problem of backing up data on FTP server.
As we know, there are multiple ways to load data inside Salesforce like using Workbench, Jitterbit, API etc… Salesforce also provides standard tool to load data into Salesforce using DataLoader. Dataloader by default supports User Interface or Command Line interface. Most of us already know that User interface based Dataloader needs manual interaction by end user. However if you want to automate data related operations, better choice would be Command Line Data Loader. Assuming you already have basic knowledge about how CLI Data loader works, I will go more advance in this article.
Following are basic steps for CLI Dataloader :
Download and install DataLoader
Generate Secret key file
Generate Password on basis of Secret key generated
How to use Command line dataloader in Salesforce with troubleshooting steps and answers to common errors
I had this article in my list for long time and today i got chance to share with you all. Data Loader is great native tool provide by the Salesforce to insert, upsert, update, export and delete data. Standard Data Loader wizard needs interaction however there are many scenarios where we need to perform these data loading tasks repeatedly like every night 1:00 AM (Nightly Services) or something. So, for these situations we can use standard data loader tool from Command line.
In this article, i will explain in detail on how to use Data Loader from command line.
The most important part of setting up Command line Data loader is to generate the encrypted password using utility provided by the Data Loader.