What is the difference between insert, update and upsert?
When importing data into Salesforce it is important to understand the difference between the three import types.
- Insert – Only create new records in your Salesforce Org.
- Update – Only update existing records in your Salesforce Org. This is only possible where a single match to an existing Salesforce record is achieved.
- Upsert – Where a match can be found (see Update above) perform an update, if no match then create a new record.
Now that you understand the difference between the three import types, it’s time to select the appropriate one for your import.
Step 1: Choosing the Import Type
- Select Insert, Update or Upsert under Import Type.
- If you have selected Insert, skip the rest of this article and move on to field mapping.
- If you have chosen Update or Upsert, continue to Step 2: Matching Conditions.
Step 2: Matching Conditions
For Update and Upsert, Impowr introduces Matching Conditions to define criteria to find existing records in your Org.
- Under File Column, choose a column header from the template file that contains the data you want to use for matching.
- Under Salesforce Field, choose the field that contains the data you want to match with.
- To add more matching conditions, select Add Row and repeat the two steps above for each added row.
Note: the matching conditions query builder will create an AND query to find existing records. It must result in finding a single record for a successful update to occur.
Step 3: Handling the Field Mapping
- Select Next to progress to the Field Mapping stage.