Opportunity Upsert Salesforce

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Michael Farah posted this 3 weeks ago

Hi there,

I am trying to run a upsert on the opportunity object within salesforce with an External ID called "Loan Number". The csv I am uploading does not contain the Name, StageName, or ClosedDate. How do I go upon getting values in those fields so the upload can run on it's own?

 

Any ideas or suggestions would be appreciated. 

salesforce upsert
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Mariia Zaharova posted this 2 weeks ago

 Hello Michael,

 

Thank you for contacting Skyvia Team!

 

Skyvia provides different mapping types, so you can use the one that is most suitable for your scenario and desired result. Please check https://docs.skyvia.com/data-integration/common-package-features/mapping/

In case if you cannot use Column mapping, you can consider using Constant, Expression, or Lookup mapping depending on your source values and expected result in the target.

 

Feel free to ask any further questions.

 

Best regards,

Mariia

 

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