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Topics#Data ManagementGeorge Greco's Question
George Greco asked in #Data Management
May 16, 2011, 5:42 PM

How to I link 2 objects together using External Keys? I need step by step instru

I need to link a Contract Object (parent) to a Location Object(s) (child) via an External Key in a One to Many relationship. The contents of both files will be upserted via excel spread sheets. I would like step by step instructions. For example: The "Contract Number" is the field that ties both objects together, so when I create both Objects, which one do I create the External Key on? How do I relate them?, etc. ... Thank you.
2 answers
  1. Peter Aubrey
    May 16, 2011, 11:26 PM
    - Setup the data model first:

     

    1. Create a Custom Field of type text called "Contract Number" on the Contract object and mark is as an "External ID", this is a tick box on step 2 of the wizard.

     

    - Setup the data model first: 1. Create a Custom Field of type text called

     

    2. Create a lookup field on the Loaction Object that looks to the Contract object.

     

    Use the Data Loader (EE or UE required) to do run an Upsert:

     

    1. Load the Contracts.

     

    2a. Load the Locations, when choosing Upsert you will be prompted in the 3rd step (I think) to select which field(s) that have been flagged as External ID's to use that will tie the two objects together, you shold see the Lookup field you added in step 2 of the data model setup.

     

    User-added image

     

    2b. When doing the field mapping, make sure you choose the relation field not the Lookup itself.

     

    User-added image

     

    and that should be it...
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