Contents
How do I import a parent account into Salesforce?
Salesforce allows you to specify Account Hierarchies or ‘parent and child’ relationships for Account records on import. Add a column to your import file with the header “Parent Account” and populate the column with the Salesforce ID or External ID of the parent account to be associated.
What is parent ID?
You can use the parentId property to define simple parent-child relationships between items in a Push source. If an item is the parent of a relationship, set its parentId to its own documentId . If an item is a child in a relationship, set its parentId to the documentId of its parent.
How to create parent and Child Records in one insert call?
The simplest way to achieve this is to insert the parent, then set the lookup relationship id on the child to the parent record id, as follows: Account acc=new Account(Name=’Blog Acc1′); insert acc; Contact cont=new Contact(FirstName=’Bob’, LastName=’Buzzard’, AccountId=acc.id); insert cont;
How to create parent and Child Records in a single step?
You can use external ID fields as foreign keys to create parent and child records of different sObject types in a single step instead of creating the parent record first, querying its ID, and then creating the child record. To do this: Create the child sObject and populate its required fields, and optionally other fields.
How to create parent and Child Records in Salesforce?
Both accounts have the external ID field, MyExtID__c, set. Next, the sample calls Database.insert by passing it an array of sObjects. The first element in the array is the parent sObject and the second is the opportunity sObject. The Database.insert statement creates the opportunity with its parent account in a single step.
How to add a record to another record?
Associating records through the external ID field is an alternative to using the record ID. You can add a related record to another record only if a relationship (such as master-detail or lookup) has been defined for the objects involved. Sorry, the document you are looking for doesn’t exist or could not be retrieved.