Relationship Integration

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Cloud Data Integration Specialist Informatica Cloud 101 (Relationships and Integrations) Note on Relationship Integration, created by Keisha Wynn on 20/04/2017.
Keisha Wynn
Note by Keisha Wynn, updated more than 1 year ago
Keisha Wynn
Created by Keisha Wynn over 8 years ago
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Facts Object Relationships: Accounts and Contacts have a one-to-many relationship Salesforce ID: System generated, unique Key assigned to every record in salesforce (15 or 18 character key) - used to linked objects External ID: allows you to store a unique record identifier from an external system. Allows for upsert of data into Salesforce. Must be added as a Custom field. One Custom ID field per external system Setup > (Build) Customize > Select object you need to create External ID for (i.e. Accounts, Lead, Contacts) > Fields > Create New Custom Fields and Relationships > Select field type > Create field label > Field Length > Select External ID Property > Do not allow duplicate values > Next, Next > Save The Data Synchronization Operation you use will determine the ID field you will use in your mapping: if update or delete, operation must use Salesforce -- If using the upsert operation, you will need to map to the external ID field

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