Prodly provides powerful upsert features which take the standard Salesforce upsert functionality to a whole new level. In Prodly, you need to specify the approach for each data set object independently.

To specify a record matching method:

1. From the Data Set Editor, in the Object view, click the Settings tab.
2. Select the Record Matching Method to use during deployment. All records require use of a Prodly virtual external ID, Prodly composite external ID, or Salesforce external ID. Refer to the topic on determining the best record matching method for more information about Prodly’s custom upsert capabilities. The following Records are available:

• Virtual External ID – Manages inserts and upserts by tracking IDs through the custom, proprietary Prodly virtual external ID manager, eliminating the need for standard Salesforce external IDs. The VEID manager works independently for each control org.
• Standard Upsert – Performs the action of a standard Salesforce upsert. If the SOQL query returns more than one matching record, Prodly generates an error. If one record matches, Prodly updates the record. If no record matches, Prodly inserts a new record.
• Match First Found – If the SOQL query returns more than one matching record, Prodly updates the first record. If one record matches, Prodly updates the record. If no record matches, Prodly inserts a new record.
• Skip Duplicate – If the SOQL query returns more than one matching record, Prodly skips that source record and does not insert or update any of the matching records in the destination org. If one record matches, Prodly updates the record. If no record matches, Prodly inserts a new record.