Configuring Salesforce to allow the Upsert Operation in Clarify

When calling an upsert for Salesforce, there is some configuration required beforehand.

The following information must be available.

• An external ID defined for the object you’re going to upsert;
• The actual name of the id.

When configuring in the CIC Studio, the Field Label must be represented as the operation name. The example below, from Salesforce, shows both. Note the “__c” appended to the API Name. Salesforce uses this to identify all custom fields. This is required.

These custom fields/objects come into play when using the Cloud Connector-related Schemas and Rulesets.

Set the external ID in your Business Process

When using a Business Process to launch an Upsert Business Process, the API Name must be set in the externalIdFieldName parameter in your Business Process. An example from the Studio is shown here.