Enhancements to Relationship action- moving away from Name as required identifier
I'd love to see our Load to Relationship action expanded on. Currently, we have to map to Account ID and Name. This is fine on our original load rule, but if I am pushing aggregated data (such as ARR/MRR, Seat/License counts, etc.) to attributes I have created, and the NAME isn't on these sub-objects or in that data set, I can't finish up the rule.
I have created other attributes that hold unique ID's, so I was hoping to use these as identifiers. Which I can call out in the action, but since it is till also requiring me to map NAME.
What I think would work as a solution is, on the attributes creation dialog box, you can check a box that allows you to mark that field as an External ID (which would also check the box on the backend of SFDC). Then in the Load to Relationship action, you have to meet one of the following conditions:
Would love to talk through this more if needed.
I have created other attributes that hold unique ID's, so I was hoping to use these as identifiers. Which I can call out in the action, but since it is till also requiring me to map NAME.
What I think would work as a solution is, on the attributes creation dialog box, you can check a box that allows you to mark that field as an External ID (which would also check the box on the backend of SFDC). Then in the Load to Relationship action, you have to meet one of the following conditions:
- Map AccountID and map Name
- Map Account ID and one of the fields identified as an EXTERNALID
Would love to talk through this more if needed.