Select a Record Matching Method

To specify a record matching method:

  1. From the Data Set Editor, in Tabs view, click the Element Details tab.
  2. Select the Record Matching Method to use during deployment. All records require use of an AppOps Release virtual external ID, AppOps Release composite external ID, or Salesforce external ID. Refer to the topics on expanded upsert capabilities for more information about AppOps Release’s custom upsert capabilities. These a Records are available:
    • None – Instructs AppOps Release to attempt to insert every record.InformationThe default record matching method at the time of installation is Virtual External ID. To change the default record matching method, navigate to Setup > Objects and Fields > Object Manager > Data Set > Fields & Relationships > Upsert Record Handling and select a new default in the Values table.
    • Virtual External ID – Manages inserts and upserts by tracking IDs through the custom, proprietary AppOps Release 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.com upsert. If the SOQL query returns more than one matching record, AppOps Release generates an error. If one record matches, AppOps Release updates the record. If no record matches, AppOps Release inserts a new record.
    • Match First Found – If the SOQL query returns more than one matching record, AppOps Release updates the first record. If one record matches, AppOps Release updates the record. If no record matches, AppOps Release inserts a new record.
    • Skip Duplicate – If the SOQL query returns more than one matching record, AppOps Release skips that source record and does not insert or update any of the matching records in the destination org. If one record matches, AppOps Release updates the record. If no record matches, AppOps Release inserts a new record.