I have an Account object and a custom object "B" where Account is Master and "B" is Child. I already have Account data and I am looking for inserting records in "B" using Dataloader. I have a csv file containing "B" fields and since "Id" is required for data loader, I have grabbed an "Account CaseSafeID" from Account object which holds Account IDs and have created a column for this in csv. Also "Account CaseSafeID" is a custom Formula field on Account. I am trying to insert using Dataloader and "Account Name" in my csv maps to "Account" field on custom object "B". However, in mapping stage I am not sure on mapping "Account CaseSafeID" because corresponding field doesn't exist in my object "B". I tried creating external ID and upsert even that didn't work. I tried to remove "Account CaseSafeID" in csv and I end up with an error like "Account: id value of incorrect type:" I am not sure why Dataloader requires Account CaseSafeId when I already have "Account Name" on csv that maps to field "Account" on custom object "B"? Please help me with this.
You need to use the Upsert option for this to work. You can read all the details in 000320964.
- In step 3: 'mapping' drag and drop the Salesforce field with the name syntax [ObjectName]:[ExternalIDField__c] to map it to your Object B file's column containing the External ID values for Object A's records (in our example, the naming syntax [ObjectName] is "Object A" and [ExternalIDField__c] is the API name of object A's External Id field from step 1).