GoogleCodeExporter
commented
9 years ago What is Smart Lookup and how does it help me?
Smart Lookup is an optional function when using Insert, Update, or Upsert to
allow
you to provide foreign external ids or standard id lookup field values to
automatically find their respective Salesforce ids though related objects.
For example, if you have CSV file of Contact records to insert and associate
with
different record types, normally you would need to first query for and replace
all
the plain text record types with the RecordTypeIds using a VLOOKUP function.
Now,
with Workbench 2.0, you can insert the Contact records directly and have the
Workbench and the API do the work of looking up the RecordTypeIds by using the
Smart
Lookup function. To use Smart Lookup, first make sure it is enabled in Setting,
upload your file using Insert, Update, or Upsert, and you will be presented
with an
additional Smart Lookup column on the right. There will be a dropdown selection
box
for each field that references another object with a relationship. For the
Record
Type example, simply select RecordType.Name in the Smart Lookup column on the
RecordTypeId row and the column that the record type name is in your CSV file,
and
the Workbench will automatically associate your Contacts with the correct
record type
based on just their names.
The same thing can be done for any external id fields on related objects. For
example, if you Contacts needed to be related to the proper Accounts, but you
only
knew the Accounts' external ids, Smart Lookup can automatically find the
Accounts'
primary Salesforce ids. Original comment by ryan.bra...@gmail.com on 16 Jun 2008 at 7:01
- Changed state: Fixed
Original issue reported on code.google.com by
ryan.bra...@gmail.comon 5 Jun 2008 at 10:02