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Salesforce Record Update: Handling Null Values in Enrichment
when I run the 'Salesforce Record Update' enrichment - null values do not get uploaded when a field mapping happens to have a null or blank value
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By default, null or blank values aren't uploaded when running the 'Salesforce Record Update' enrichment to avoid overwriting existing data. However, we offer a solution: you can toggle on the "Remove Blank Values" option. When this is switched off, all values, including null or blank ones, will be sent to Salesforce. If you need to update specific fields with blank values, make sure this option is turned off. This gives you more control over your data updates, allowing you to clear fields in Salesforce when necessary.
almost what if a field is not specified in the mapping
When running the 'Salesforce Record Update' enrichment, if a field is not specified in the mapping, it won't be affected or updated in Salesforce. The update operation only modifies the fields you explicitly map and provide values for. To control how blank or null values are handled, you can use the "Remove Blank Values" option. If this option is toggled on, any null or blank values in your mapped fields won't be sent to Salesforce, preserving existing data. If it's toggled off, all mapped values, including blanks, will be sent. This feature gives you flexibility in managing your data updates, allowing you to choose whether to clear fields in Salesforce or maintain existing information when your Clay data is blank or null.
where do I find the 'Remove Blank Values' option?
The "Remove Blank Values" option (also referred to as "Ignore blank values" in some sources) can be found within the 'Salesforce Record Update' enrichment settings. When configuring this action, you'll see a toggle or checkbox for this option. Here's how to use it: 1. Select your Salesforce account 2. Enter the record ID 3. Choose the object type 4. Look for the "Remove Blank Values" or "Ignore blank values" option 5. Toggle it on or off based on your needs Remember, when this option is on, blank values won't be sent to Salesforce, preserving existing data. When off, all mapped values, including blanks, will be sent.
yes ok - but what about fields that I want to be left alone regardless of being null. Can I simply leave these fields out the field mapping?
Yes, you can leave fields out of the mapping to ensure they're not affected during the Salesforce Record Update enrichment. When you don't include a field in the mapping, it won't be updated in Salesforce, regardless of whether it's null or has a value. This gives you control over which fields are modified. For fields you do map, you can use the "Ignore Blank Values" option (also called "Remove Blank Values"). When set to True, this option prevents null or blank values from being sent to Salesforce, preserving existing data for those fields.