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Nightly imports of SQL event data into Salesforce can create duplicate records if not handled properly. UPSERT operations and External ID field management provide the solution for clean, recurring data synchronization.
Here’s how to configure robust duplicate handling that automatically updates existing records while creating new ones, specifically designed for recurring event data imports.
Prevent duplicates with UPSERT operations using Coefficient
Coefficient supports UPSERT (update or insert) operations that automatically handle duplicates by updating existing records when External ID matches are found and creating new records when no match exists. This maintains data integrity for Salesforce event management without manual duplicate cleanup.
How to make it work
Step 1. Set up External ID fields on your Salesforce custom objects.
Create External ID fields on your event-related custom objects before starting imports. Map your SQL database’s unique event identifier to these Salesforce External ID fields. For complex scenarios, you can handle composite keys where multiple fields create uniqueness.
Step 2. Configure UPSERT operations for your nightly imports.
Set up your scheduled exports to use UPSERT actions instead of INSERT. Coefficient automatically matches records based on configured External ID fields, updating existing records with changed information and creating new records only when no match exists.
Step 3. Implement nightly import strategies for different data types.
Use incremental updates with filters to import only changed records since last sync for high-volume data. Apply full refresh with UPSERT for comprehensive data validation, implement timestamp-based logic using last modified dates, and combine Coefficient’s filtering with SQL WHERE clauses for delta processing.
Step 4. Handle specific duplicate scenarios automatically.
Configure your imports to handle modified event details by updating existing Salesforce records, add new event registrations without duplicating events, update status fields for cancelled events without creating new records, and overwrite incorrect data in existing records during data corrections.
Step 5. Monitor duplicate resolution with results tracking.
Use Coefficient’s built-in monitoring to see update vs insert counts for clear metrics on record processing. Check match status to verify whether External ID matches were found, review specific errors if duplicate resolution fails, and track update vs insert ratios to validate duplicate handling effectiveness.
Ensure clean nightly data imports
This approach ensures your nightly event data imports maintain data quality without manual duplicate cleanup while providing complete visibility into the duplicate resolution process. Configure UPSERT operations for your SQL to Salesforce event imports today.
