Upsert

An Upsert Executable in Data Sync Pro facilitates both the insertion of new records and the updating of existing records within the target object, requiring the specification of a Target Matching Field and its mapping. If the option "Use Salesforce Upsert API" is not selected, DSP conducts a preliminary check to determine the presence of the record within the target object. In cases where the record is already present, DSP executes an update operation based on the existing mappings. Conversely, if the record is identified as new to the target object, DSP proceeds with an insertion. Alternatively, when the "Use Salesforce Upsert API" option is activated, DSP bypasses the initial existence check and directly employs Salesforce's native upsert functionality, which necessitates that the Target Matching Field is designated as an External ID field. This approach leverages Salesforce's built-in capabilities to streamline the upsert process, efficiently managing data insertion or update without manual checks for record existence.