SKYVVA Administration Guide

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10. What is an External Id and how to use it?

External Id is a unique key or primary key that is the difference from Salesforce Id is firstly created by the user in order to insert, upsert, delete and update records in Salesforce. External Id cannot be duplicated. You can select fields of a sObject e.g Account which as external Id to be used as a composite key in an interface. This section will describe in detail more about external Id and will demonstrate how and where you can set it. You have to remember that external Id could be one field or combined fields in the sObject. Specified more external fields (even mapping in salesforce) means combine key; integration will find a record in Salesforce based on those fields. The following contents will show how and where to set the external Id:

How and where to set the external Id

This part will skip the creation of interface and assume you already have one. The demonstration is mainly about how to set an external Id. You can set external Id in three ways:

  • Set the checkbox “Ext Id” in Mapping Editor
  • Choosing or inputting external Id in field “Salesforce External Id”

Inbound Interface

To set external Id in Mapping Editor:

  • Enter Interface page detail
  • Scroll down to “Mapping” section then you will see the Data Mapping editor

  • Check-box on Ext Id

To choose or input external Id in field “Salesforce External Id”

  • Enter interface page detail and scroll down to section “Inbound Setup”

  • Input the external Id ( you can combine two fields together or more fields)

Outbound Interface 

For outbound interface, you can set external Id in Mapping Editor like inbound interface. However, you can choose or input an external Id in field “Salesforce External Id”. The steps to set external Id is similar to the inbound interface.

To set external Id in Mapping Editor

  • Enter Interface page detail
  • Scroll down to “Mapping” section then you will see the Data Mapping

 

  • Check-box on Ext Id

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