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Run: Upload mapped upsert data from Excel to Salesforce

Salesforce creates or updates the record depending whether the record identifier is an ID or an external ID.

  • IDs:
    • If the ID field is blank, the record is created in Salesforce, and the ID value is returned.
    • If the ID value exists in Salesforce, the record is updated.
  • External IDs:
    • If the external ID field is a new value, the record is created in Salesforce.
    • If the external ID field exists in Salesforce, the record is updated.

After you click the Run tab, the data file opens. You can use Instant Query to retrieve data based on the conditions that you specify.

Add conditions and run Instant Query

To define the data that will be downloaded, create a condition.

  1. On the Map tab, click Condition Builder.

    The Condition Builder box opens.

  2. Select the field.

    The default is All Fields.

  3. In the Field Description box, click the field you want.
  4. In the Value Type box, choose Fixed Value.
  5. In the Comparison box, choose an operator from the list.

    The list shows only the operators that match the data type.

  6. In the Value box, type the number or text.
  7. Choose And or Or if you want to add more conditions.
  8. Click the Add icon.
  9. Repeat for any other conditions, and then click OK.

Notes:
To add multiple values, such a Number of Employees > 50 and < 500, use the left bracket on the first value and the right bracket on the last value.

You can nest up to five conditions in the query.

For more information about adding conditions, see Add a condition.

Next, click Instant Query.

For each record that matches the condition, Winshuttle for Salesforce downloads existing data based on the fields that are in the script.

Run the script

  1. Enter the data that you want to update or insert, including the ID values in the external ID column.
    • If a column heading includes List of Values, click List of Values on the ribbon, choose a value for that field, and then click Copy.
    • If a column heading includes Look Up, click Look Up on the ribbon, type text in the Search box to look for the values, select the value or values that you want, and then click Copy to Selected Row. The % character is a wildcard character.

    For more information, see Lists of values and Look Up.

    Tip: If you are updating data and you don't want to change the existing data for a field, see Skip or clear a field.

  2. If you are uploading large sets of data, and it is not critical data, check the Use Bulk API box for faster processing. For more information, see Use the Bulk Upload API.
  3. Click Run.

    The Log column will indicate whether the record was updated or created.

    Records upserted with IDs:

    run results using an ID as the record identifier

    Records upserted with external IDs:

    data after run with external account ID

Other run features

  • Data File: To create a new data file, open a different data file, or save the active data file, click Data File and click the command you want.
  • Write Headers: To add the mapped columns to a new sheet, click Write Headers.
  • ID Column: Winshuttle automatically adds the ID Column from the Data File Preview.
  • Log Column: Winshuttle automatically adds the Log Column from the Data File Preview.
  • Send email: Check the box to send email notifications automatically after the run. The email addresses for the sender and recipients are set on the Email Settings tab of the Application Options box.
  • Run Specified Range: To run the range of rows specified in the Start Row and End Row boxes, click the arrow on the Run button and click Run Specified Range.
  • Run Validated Rows: To run the rows that have already been successfully validated.
  • Run Error Rows Only: To run only the rows that returned errors during an earlier run, click the arrow on the Run button and click Run Error Rows Only.
  • Run Unprocessed Rows Only: To run rows in a data file that haven’t been run, including error rows, click the arrow on the Run button and click Run Error Rows Only. If a row has not been run and does not have an error, its cell in the Log Column is empty.
  • Run Selected Rows Only: Manually select rows in the data set and run only those rows. Validate will run on all rows, but only the selected rows will be uploaded to Salesforce.
  • Schedule: Schedule a script to run regularly or at a later time. For more information, see Schedule a run.