Records not marrying up based on Email
I have a pipeline which is pulling data from 2 salesforce orgs. These data sets are then combined and matched based on the email address using a sort and join (left outer) snap. The end result is an ...
Forum Discussion
Did you try to get the data from two different Salesforce org and insert into third one? If yes, before upserting the records in the target org, you should query/check if the record with the given email address(if this field is unique field in the target org) exist in the target org. If exist update it, if not exist create new one.
If you are using Salesforce Upsert Snap, then you should have an unique external id field(in your case email address) setup that is required for this action. Based on that field, Salesforce will decide if the operation will be create or update.
Regards,
Spiro Taleski
Hi Spiro,
For context are comparing datasets extracted from Org 1 and Org 2.
The Join snap uses the Email address from both sets as the join paths.If records from Org 1 does not have a corresponding record (Id) in Org 2, they are created in Org 2 using a Salesforce Create snap.
If records from Org 1 does have a corresponding record (Id) in Org 2, then we update the record in Org 2 using a Salesforce Update snap.If the email exists in both orgs, I’d expect this to be handled by the Join snap?
