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.
When working with two related objects you will be presented with Step 1: Object and Step 2: Object in the UI – these have the same insert, upsert and update options but can be chosen separately for each object involved.
Step 1: Choosing the Parent Import Type
- The UI will preload the Import Type selection for the parent object first.
- Select Insert, Update or Upsert under Import Type.
- If you have selected Insert, move on to Step 3.
- 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 file that contains the data you want to use for matching.
- Under Salesforce Field, choose the field label that contains the data you want to match with.
- To add more matching conditions, select Add Row and repeat the process 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.
Step 3: Choosing the Child Import Type
- Select Step 2: Object above the Import Type selection to define the import type for the child object.
- Follow the same steps covered for the parent object, but now for the child.
Step 4: Handling the Field Mapping
- Select Next to progress to the Field Mapping stage.