This article is for those already familiar with how to configure a saved mapping for Managed Import. Want to find out how to configure Managed Import, check out the setup article here.
The Managed Import component from SimpleImport allows you to pass a record ID to your import by leveraging a Record ID Tag. This removes the requirement to copy a record ID into the file every time you want to add related records to an existing record.
How to configure the file
Traditionally, import files would need to specify a valid record ID for each row in a dedicated column. This involves sourcing the ID from your Org and manually copying it onto each row every time you want to insert new related records. This can be seen in the example below.
This file demonstrates inserting three Contacts relating to the Account: 0010Y00000RgvYgQAJ.
With with record ID tag, we can now specify {!Record.Id} in the column. These cells are then dynamically populated with the record ID either specified in the component or fetched from the record being viewed at the point of use.
How to configure the Managed Import component
The record ID tag can be populated via two available methods which is chosen when adding the component to your desired destination:
- Pass custom record ID into this import – specify an 18 character record ID into the text field provided. The job will then use this value in the
{!Record.Id}tags. This can be useful if using the component in a Salesforce Screen Flow but is available wherever the component is placed. - Pass current record ID into this import – this requires the Managed Import component to be placed onto a Lightning Record Page. When viewing the record in Salesforce, the ID will then be passed to the tag automatically!
Pass custom record ID into this import
The following steps will demonstrate using a custom record ID that belongs to an Account with the component sat on a Lightning Home page.
Navigate to Setup and select Lightning App Builder from the setup menu.
If you already have a custom Lightning Page where you want the component to be placed, select Edit next to it, alternatively, select New and follow the steps through to creating a new page. We will edit Home Page Default.
In the Component Search, search for Managed Import.
Drag the Managed Import component onto your layout.
Once placed, a design parameters menu will appear on the right of the screen.
- Mapping ID:
Enter the ID for your saved mapping– not sure what this is? See here. - Button Text:
Enter custom text - Component Title:
Enter custom text - Component Message:
Enter custom text - Pass custom record ID into this import:
Enter a Record ID you want to pass to the import - Pass current record ID into this import:
False
Select Save and Activate.
The Managed Import component will now be configured to pass the ID placed into the design parameter and populate the {!Record.Id} tags in the file when in operation.
Pass current record ID into this import
The following steps will demonstrate using the current record ID of an Account with the component placed on a Lightning App Page.
Navigate to Setup and select Lightning App Builder from the setup menu.
If you already have a custom Lightning Page where you want the component to be placed, select Edit next to it, alternatively, select New and follow the steps through to creating a new page. We will edit Account App Page.
In the Component Search, search for Managed Import.
Drag the Managed Import component onto your layout.
Once placed, a design parameters menu will appear on the right of the screen.
- Mapping ID:
Enter the ID for your saved mapping– not sure what this is? See here. - Button Text:
Enter custom text - Component Title:
Enter custom text - Component Message:
Enter custom text - Pass custom record ID into this import:
Leave empty for this example - Pass current record ID into this import:
True
Select Save and Activate.
The Managed Import component will now be configured to pass the ID of the record you’re viewing to the component and populate the {!Record.Id} tags in the file when in operation.
Contact Us
If you are experiencing any issues with the setup of your Managed Import component in your Org, please reach out to support@provenworks.com where a member of our team will be happy to assist.