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Mapping SQL data to Salesforce custom objects with parent-child relationships requires careful handling of lookup fields, External IDs, and import sequencing to maintain referential integrity.
Here’s how to configure complex relationship mapping that handles hierarchical event data structures while ensuring all relationships resolve correctly during automated imports.
Handle complex relationship mapping using Coefficient
Coefficient excels at handling complex field mapping scenarios including parent-child relationships in custom objects. The platform provides visual mapping tools that simplify relationship management for event data imports, supporting lookup relationships, master-detail relationships, and hierarchical data structures common in event management.
How to make it work
Step 1. Map your hierarchical data structure.
Identify your parent-child relationships in your event management structure. For example: Event (Parent) → Session (Child) where Session records link to Events using Event External ID, Session (Parent) → Registration (Child) where Registrations link to Sessions via Session External ID, and Contact (Parent) → Registration (Child) where Registrations associate with existing Contacts.
Step 2. Configure External ID matching for reliable parent record identification.
Set up External IDs for reliable parent record identification in Salesforce . Use your SQL foreign keys to map to Salesforce lookup fields, ensuring that child records can find their parent records automatically during import processing.
Step 3. Set up visual field mapping for relationships.
Use Coefficient’s point-and-click interface to map between SQL columns and Salesforce fields. Choose appropriate lookup fields from dropdown lists, preview relationship resolution before actual import, and configure error handling to identify missing parent records before child record creation.
Step 4. Handle import sequencing automatically.
Coefficient can handle proper import sequencing by importing parent objects (Events, Contacts) first, then importing child objects (Sessions) with parent lookups populated, and finally importing grandchild objects (Registrations) with all relationships resolved.
Step 5. Monitor relationship success and validation.
Track successful vs failed relationship matches using lookup resolution status. Identify child records without valid parents through orphaned record detection, and verify lookup field population accuracy with relationship validation reporting.
Master complex relationship imports
This comprehensive relationship handling ensures your event management data maintains proper structure and referential integrity during automated imports from SQL databases. Start mapping your parent-child relationships with visual tools that simplify complex data structures.
