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Module 5 Lab Exercises

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Module 5 Lab 1: Setting up External IDs in

Salesforce.com
Scenario:
In order to upsert information when you synchronize data from an external
system with Salesforce.com, you need to store the records identifier (from
the external system) in Salesforce. This can be accomplished using an
External ID field in Salesforce.
Goals:
In this lab, you will set up an external ID field on two Salesforce objects:
Accounts and Contacts.
Duration:
This lab should take approximately 10 minutes.

Instructions
1.

Create a custom field on the Accounts object.

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Log in to Salesforce.com.
Click Setup.
Click App Setup -> Customize -> Accounts.
Click on Fields.
Click New in the Account Custom Fields & Relationships section:

6) Select Text for the field type.

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7) Click Next:

8)
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Enter Account External ID in the Name field.

Enter 150 in the Length field.
Select the External ID checkbox.
Click Next:

12) Click Next.

13) Click Save.

2. Create a custom field on the Contacts object.

Repeat the steps above to create an External ID field on the Contacts object.

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Module 5 Lab 2: Upserting Account Data into

Salesforce.com
Scenario:
You need to insert new records, and update existing records, in Salesforce
using data in a file that is updated each day.
Goals:
In this lab, you will practice creating a data synchronization task and mapping an
external ID field.
Duration:
This lab should take approximately 15 minutes.

1. Create a data synchronization task.

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Click on the Data Services tab.

Click on Data Synchronization.
Click New.
Enter UpsertAccountsByExternalID in the Task Name field.
Select Upsert from the Operation list.
Click Next.

7) Select LocalCSVFiles from the Connection list.

8) Select ACCOUNT_Data.csv from the Source Object list. Note that this
file is on your computer where you installed the secure agent.
9) Make sure Comma is selected in the Delimiter field.
Note that a preview of the data will be displayed in the Data Preview
section.
10) Click Next.

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11) Select SFDCDeveloper from the Connection list.

12) Select Account from the Target Object list.
Note that a preview of the current data in the Accounts object is displayed.
13) Click Next:

14) Click Next:

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15) Map the following fields:

Source Field
ACCOUNT_NAME
AREA_CODE & PHONE_NUMBER
ACCOUNT_ID
16) Validate the mapping.

Target Field
Name
Phone
Account_External_ID__c

2. Save and run the task.

1) Click Save to save the task.

2) Run the task you just created, UpsertAccountsByExternalID.

3) Check results in the Activity Log.
There should be 11 success rows.

3. View data in Salesforce.com.

1) Return to your Salesforce.com developer account.
2) Click on the Accounts tab and view new account records that were
inserted.
3) You can use the New This Week view.
4) Click into an account to view details.
5) Note the External ID field.

4. Edit source data and re-run the task.

1) Open the source data file, ACCOUNT_Data.csv (found in
C:\ICSLabFiles).
2) Change the value in the BILLINGSTATE field from AA to NJ for the
first record in the file Tyco.
3) Save the file.
4) Close the file.
5) Run the task again.

5. Verify results in Salesforce.

Verify that the record was properly updated in Salesforce.

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Module 5 Lab 3: Inserting/Updating Contact Data into

Salesforce.com and Associating Accounts using
Related Objects
Scenario:
You need to create a data synchronization task that inserts and updates data into
the Contacts object in Salesforce.com. In this scenario, customer data resides in
an external billing system that must be kept in synch with Salesforce. You have a
new CSV file that contains both new records (that do not currently exist in
Salesforce) as well as records that have been updated.
Goals:
In this lab, you will:
Practice creating a data synchronization task.
Learn how to use the Related Objects button to link objects in Salesforce.
Duration:
This lab should take approximately 15 minutes

Instructions
1. Create a new data synchronization task.
1) Name the task UpsertContacts.
2) Select Upsert for the Operation.
3) For the source, select the LocalCSVFiles connection and
CONTACT_Data.csv for the object.
4) For the target, select the SFDCDeveloper connection and the Contact
object.

2. Specify Field Mappings (step 5 of wizard)

1) Map the following fields:
Source Field
Contact_ID
Mailing_State_Province
Mailing_Zip_Postal_Code
Mobile
2) Validate the mapping.

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Target Field
Contact_External_Id__c
MailingState
Mailing PostalCode
MobilePhone

3. Define Related Objects (step 5 of wizard).

1) Click the Related Objects button.

The Related Objects window is displayed.

2) Select Account_External_ID_c from the External_Id list:

3) Click OK.
4) Click Next.

4. Save and run the task.

1) Save the task.
2) Run the task.
The task should return 13 success rows.

5. Review the data in Salesforce.com.

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Return to your Salesforce.com developer account.

Click on the Contacts tab and view new contact records that were inserted.
You can use the New This Week view.
Note which accounts the contacts are associated with.

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