How to update a field on a related list?

[ppzzyytt]

Hello,

I have a related object called account domain want to insert/update the domain field. The object only has an account name field, which is a lookup field that relates to the account object. How to use DemandTools to update the domain field?

Thanks

[Pugs_Validity]

Hey @ppzzyytt - The update to the domain field, is it via a file or a constant value or coming from a related object? If it's from a file, what information do you have on your file? Just the Account Name I pressume?

[ppzzyytt]

from a file, and just account name, and domain, the two columns

[Pugs_Validity]

@ppzzyytt - Two other follow ups so I can provide the appropriate solution...do the accounts always have a single domain related to them? Additionally, it sounds like we are not sure if the Account has this domain currently? If that's the case, we are looking to see if it exists already, update if so, and create a new child record if not?

[ppzzyytt]

The account could have multiple domains, for example, abc.com and dept.abc.com, but if it's too complex to upload, I can do one domain. Many accounts don't have domains; in this case, I want to upload a domain to each account. But I don't know how to use DemandTools to load related objects that only relate to the account name. The domain is on a separate, related object called the account domain.

[Pugs_Validity]

You'll want to do an upsert operation using match conditions, first selecting the Account Domain object, then the Account object as shown below. You'll want to map the approrpriate fields for each, account name & domain for the Account Domain and then just the account name for the Account. The order in which you select the objects is vital. Contact in the example below should be Account Domain in this use case. So first Account Domain, then Account.

On Step 3, when selecting our match steps, you'll want to match the Account Domain on both the account name & domain, then for the Account, just name. The key part is on the Account match step, you'll want to select the Create Child Record box & Account Domain.

For Final Matching Conditions, you can select Do Nothing or you could create an Account with the Follow primary create child object box checked in the event your spreadsheet may have domains that do not have an account already in Salesforce to match to.

To summarize, what Import will be doing here is first looking to see if the Account Domain related object already exists, if it does, with the same account name and domain, it'll move on to the next line of your file. If it does NOT exist, it will then check to see if there is an Account in your SF that matches, if there is, it'll then create a new Account Domain on that related Account. Let me know if you have any additional questions.