[SalesForce] upsert with the Data Loader using different fields for existing and new records

I will put 2 scenarios over here. I have created following csv file to upload data into my org, where

External Site Id is External Id (unique is not selected)

External Site key is External Id and also unique

Scenario 1:

By default, Batch size of dataloader is "200"

So, if we perform upsert based on External Site Id or External Site Key, then in both the cases, Salesforce will try to process both the records in single batch and it will throw the error "Duplicate External Ids"

Scenario 2:

Change batch size to "1"

Perform upsert based on External Site Id or External Site Key, then in both the cases, Salesforce will try to process both the records in two different batches and successfully uploads the data.

2 things to be noted here:

1. You will NOT receive any errors during upload. both of the records will be processed.

2. Most importantly, Salesforce will update data with latest record that has been updated. So, in SFDC we will find single record (here the last record) with External Site Id

You can export parent and their parent attribute values from Child object.

But from the parent, you cannot export child object related attributes.

You could move to 5 levels up to the Parent or related objects.

As we cannot query foreign key relationships more than 5 levels away from the root SObject

so, maximum up to this level is supported from Quote:

Opportunity.Account.Parent.Parent.Parent.Name

In the below example I have shown how to move from

Quote --> Opportunity --> Parent Account --> Parent.Parent.Account

Example

SELECT Id, Name, 
    OpportunityId, 
    Opportunity.Name, 
    Opportunity.Account.Name, 
    Opportunity.Account.Id, 
    Opportunity.Account.ParentId, 
    Opportunity.Account.Parent.Name
FROM Quote

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