I am looking to implement a flow that analyzes incoming data file to perform the following actions:
- create new related records for data file records (i.e. create a contact for an opportunity record);
- identify which data file records are invalid, based on primary and related record comparison queries;
- store and display invalid records in the form of an email or output file.
Rather than letting the data loader create the records at the time of upload, I want to know if there is any way, through Flows or any OOB data management tool, to first perform analysis and then prevent and/or allow a dataload file from creating or updating primary and related records.
Usecase: Perform data synchronization job with data file and salesforce enterprise org. Primary record = junction object for account(many-many) and contacts (1-many). Related records = account and contact records. Data file primarily mapped to junction object records, but has values relevant to related records.
Any ideas or tips to perform desired data synchronization?