Performing UPDATE and DELETE

Skyvia supports not only INSERT operation for data import, but also UPSERT, UPDATE, and DELETE.

To create an Import task that performs UPDATE or DELETE, configure source settings and click Next as usually. Then, in target settings, selected the target object on the Target Definition page, and click Delete or Update. After this, in Mapping settings, map the target columns.

Skyvia will determine the records to update or delete by their ID/primary key values. This means that primary key columns must be mapped. They are marked as Required for the DELETE and UPDATE operations. In fact, for DELETE, you only need to map ID (primary key) columns. For UPDATE operation you also need to provide values for the columns you want to change the value of, and you can additionally map any target object columns.

What if ID/Primary Key Values Are Unknown?

When ID/Primary Key values are known and present in the source, you can simply specify them using column mapping. However, Skyvia allows performing UPDATE or DELETE operations even without knowing ID or primary key values in the target.

When you don't have target IDs in the source, you can specify them via the Lookup Mapping and get the IDs or PK values from the target object itself by some other field or a set of fields that uniquely identifies a record.

Alternatively, you can use Export or Query to retrieve the necessary ID values.

Example: Updating Product Prices in Salesforce

Suppose we need to update product prices in Salesforce standard pricebook, and we only have a CSV file with product names and prices, without knowing the IDs of the corresponding PricebookEntries. Knowing the Pricebook2 ID value and product name we can uniquely identify the PricebookEntry to update, so we use the lookup mapping for the ID field, using these two fields as lookup key columns. The product names (which are stored in the PricebookEntry Name field) are specified as source column values. To retrieve the Pricebook2Id value of the standard pricebook, we will use a second-level lookup on Pricebook2 object to retrieve the ID value by the pricebook name.

Creating a Package

1.Click Integration in the menu on the left side of the page.
2.Click the New button in the top right corner of the page.
3.Click Import.
4.Click Select in the Target header and select Salesforce from the list. You can use the Search box to quickly find the necessary source.
 
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5.Select corresponding connection in the Target Connection list. In order to shorten this example, let's assume, we already have the connections created. If not, see the Connecting to Salesforce topic.
6.Click + Add Task.

 

Configuring Source

1.Drag the source CSV file to the drop here your file, or browse area.
2.Configure CSV Options if necessary.
3.Click Next.
 
import-update-example-source

 

Configuring Destination

1.In the Target list, select PricebookEntry.
2.Click Update.
3.Click Next.
 
import-update-example-target

 

Configuring Mapping

First we need to map the Id column of the PricebookEntry. We can uniquely identify the necessary pricebookentries by the product names, which are stored in the Name field of the PricebookEntry table, and by the PricebookId field. So, we will use lookup by these two columns to map the Id field. In case we don't know the Id of the standard pricebook, we can use a second-level lookup on Pricebook2 object by the name "Standard Price Book".

1.Click Id.
2.Click Column and then click Lookup.
 
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3.In the Lookup Object drop-down list select a target object to get the value from (in our example, the same PricebookEntry table).
4.In the Result Column drop-down list select a column from the Lookup Object to get the result value for the mapped target column from (in our example, Id).
5.In the Lookup Key Column drop-down list select the target lookup key column (in our example, Name).
6.In the bottommost drop-down list (under the Column drop-down list) select the column with product names (in our example, ProductName).
7.Click the + Add Lookup Key links at the bottom of the mapping area.
8.In the Lookup Key Column drop-down list select the second lookup key column (in our example, Pricebook2Id).
9.In the Column drop-down list select Lookup.
10. In the new Lookup Object drop-down list select a target object to get the value from (in our example, the Pricebook2 table).
11. In the new Result Column drop-down list select a column from the Lookup Object to get the result value for the mapped target column from (in our example, Id).
12. In the new Lookup Key Column drop-down list select the lookup key column (in our example, Name).
13. In the new Column drop-down list select Constant.
14. In the box under it enter "Standard Price Book" (without quotes).
 
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15. Click UnitPrice.
16. Select the Price column in the corresponding drop-down list.
 
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After this the import task is ready. Click Finish and then Save the package. Now you can run it and update prices for the products.