Upsert Object

1️⃣ What does it do?

Update or insert a record in Salesforce depending on if it exists or not. Note: In order for upsert to work, you need to have an external ID on the object.

2️⃣ How to set it up:

  1. In your table, go to Enrich Data and search for the integration with the search bar.

  2. Provide the necessary input(s) in the corresponding field.

  3. Click on Continue to Add Fields, then Save and run!

    • Toggle the data points you wish to map out automatically after it completes the search (data can also be mapped out after).

⭐️ Cost: Free (Salesforce Account required).

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