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To maintain the relationship for creation of new records from external system into Database Salesforce schema, the external application will have to establish relationship between the parent and child elements. To create a relationship in child or related table, the standard practice is to add a related column as REL[SF Table Name]ID to point to the primary key of "SYNC_ID" of the related / parent table.

Synchronization sequence example between Account and Contact:

  • A new account is added with two new contacts in Database. The contacts table "SFCONTACT" will contain a column called "RELACCOUNTID".
  • When the synchronization is initiated, the tool will do a check for "SFID" on the Account record. In case the SFID does not exist (which is Salesforce id) it will initiate an insert operation into salesforce.com and update the "SFID" back into that record in Database.

The system will do a check on SFCONTACT table and retrieve two new records without SFID and updates those records with respective SFIDs. At the same time it will find the external id, RELACCOUNTID and associates it to the right parent record into salesforce.com

Note:

Create a column with the following convention:

  • RELXXXXXID where XXXXX is the name of the parent Table.** Example: RELACCOUNTID column on SFCONTACT showing that Contact has a relationship with Account.
  • If the table is a custom field, then use RELXXXXX__C as the column showing relationship with another table.** Example: RELCONTACT_C column on SFSPECIALITYC showing that SPECIALITY_C has a relationship with CONTACT.
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