WeDid: Data Loading Record With Automated Association To Related Records On Creation

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Challenges

The customer business involves a lot of products(~100) created on a daily business. These products:

  • are tracked in a different application and need to be reflected in Salesforce for every new product created
  • have other associated records attached to it such as warehouse storage, suppliers – which is almost always the same for all products
  • these information need to be reflected in Salesforce as well

Salesforce data loader is utilised to create the initial products. However, the Administrator has to repetitively execute the following list on a daily basis to create a complete set of product details. This has been very time consuming for the Administrator.

  • track the products ids that were created in Salesforce
  • use data loader to link the products with the assigned warehouses
  • use data loader to link the products with the assigned suppliers

 

Solution:

Provide automated record association from a record template and link to the master record.

 

Related Objects Product, Custom Objects
Components Apex Class, Apex Trigger
Complexity Medium

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