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What I'd like to do is upload a csv file and have the resulting salesforce object match that csv exactly.

I can use upsert to modify and create new records, but the resulting object will contain old entries. Is there a way to remove records from an object if they do not match the source csv being uploaded?

2 Answers 2

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Basically, no, the Data Loader can't do this. You would need either a paid tool that provides synchronization capability, or you'd have to delete the old entries that are left over as as separate transaction; upload the CSV, query records that haven't been modified in the past X amount of time, and then delete them. You could also write an Apex Code script to save a bit of time with the deleting part.

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You would need to first delete all records and then insert the new records.

  1. Export all existing records.
  2. Use the export file as your data source for a Delete operation.
  3. Insert new records.

If you want to maintain CreatedDate and CreatedBy info, along with any data for fields you don't intend to overwrite, you'll have to add a step between 1 and 2 where you filter out the records yourself.

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