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 Release virtual external ID, Release composite external ID, or Salesforce external ID. Refer to the topics on expanded upsert capabilities for more information about Release’s custom upsert capabilities. These a Records are available:
   • None – Instructs Release to attempt to insert every record.
   • Virtual External ID – Manages inserts and upserts by tracking IDs through the custom, proprietary 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 upsert. If the SOQL query returns more than one matching record, Release generates an error. If one record matches, Release updates the record. If no record matches, Release inserts a new record.
   • Match First Found – If the SOQL query returns more than one matching record, Release updates the first record. If one record matches, Release updates the record. If no record matches, Release inserts a new record.
   • Skip Duplicate – If the SOQL query returns more than one matching record, Release skips that source record and does not insert or update any of the matching records in the destination org. If one record matches, Release updates the record. If no record matches, Release inserts a new record.