Configuring Salesforce to allow the Upsert Operation in Clarify
When calling an upsert for Salesforce, there is some configuration required beforehand.
- An external ID defined for the object you’re going to upsert;
- The actual name of the id.
In Clarify, the Field Label must be represented as the operation name. The example below, from Salesforce, shows both. Note the “__c” appended to the API Name. Salesforce uses this to identify all custom fields. This is required.
In Clarify, these custom fields/objects come into play when using the Cloud Connector-related Schemas and Rulesets.
Set the external ID in your Business Process
When using a Business Process to launch an Upsert Business Process, the API Name must be set in the externalIdFieldName parameter in your Business Process. An example from Clarify is shown here.
