Salesforce Data Loading Record With Automated Association To Related Records On Creation

There are many data loaders in the appexchange marketplace that allow users to import data into Salesforce with ease. The data import user requirement can range from as simple as loading just a batch of records to as complex as loading a batch of cascading records into Salesforce. We have also encountered a number of customers who require that:

  • data loader to be utilised for the first level of batch record creation
  • Apex trigger to associate the pre-defined related records to the master record after data loading

 

The above requirement provides the flexibility for the user to pre-select the records that should have automated association and manipulate them to be associated pre-defined records. We have a study case from a customer who has such preference listed here.

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