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Salesforce Orders Example

This example demonstrates how to generate Salesforce order records and any account, contact, and contract records required by the Order SObject.

Goal​

Create the following records in Salesforce:

  1. 5 account records
  2. 500 contact records for these 5 accounts
  3. 100 contract records for these 5 accounts
  4. 200 order records under contracts

Prerequisites​

  • Salesforce sandbox or developer account.
  • At least 805 records upload capacity on dataloader.io.

Entity Relationships​

The following diagram illustrates the relationships among the involved Salesforce objects: Entity Relationships

Preparation Steps​

  • Create a custom field "ExtId__c" to contact object to allow the records to be referenced in Salesforce. The field type should be text with minimum length 13.
  • Create a custom field "ExtId__c" to contract object to allow the records to be referenced in Salesforce. The field type should be text with minimum length 13.

Data Generation Files​

Output Files​

A successful data generation will create the following files within the data.zip. The number trailing the entity name identifies the order in which the data should be applied to Salesforce.

  • account_0.csv
  • contact_1.csv
  • contract_2.csv
  • order_3.csv

Notes​

  1. To use dataloader.io to import Salesforce records, please use "CSV" as the output format.
  2. When mapping contact record, link the "Account ID" field with "Lookup via: Account Number".
  3. When mapping contract record, link the "Account ID" field with "Lookup via: Account Number".
  4. When mapping order record, using the following lookups:
    • Link the "Bill To Contract ID" field with "Lookup via: Contract ExtId".
    • Link the "Account ID" field with "Lookup via: Account Number".
    • Link the "Contact ID" field with "Lookup via: Contact ExtId".