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Use Case 2: Create a Primary Key Using a Composite Key

This use case creates a composite key and sets a formula field as the primary object.

An order can have several products, and the same product can exist in multiple orders. Order Confirmation Number and Product ID can also have a many-to-many relationship.

Raw Data Goal
The fields Order Confirmation Number and Product ID. The combination of these two fields uniquely identifies a row. Create the formula field “Unique ID” that concatenates Order Confirmation Number with Product ID. Set the Unique ID as the Primary Key in Object Details.
  1. For Field Label, enter Unique ID.
  2. For Formula Return Type, select Text.
  3. In the syntax editor, enter the formula: CONCAT(sourceField[‘Order Confirmation Number’], "_", sourceField[‘Product ID’]).
  4. In the test input box, validate the formula using these combinations.
    • “Order Confirmation Number” with value of “A43JCT” and “Product ID” with value of “soap” returns “A43JCT_soap”.
    • “Order Confirmation Number” with value of “A43JCT” and “Product ID” with value of “cookie” returns “A43JCT_cookie”.
    • “Order Confirmation Number” with value of “PT56CG” and “Product ID” with value of “soap” returns “PT56CG_soap”.
  5. Click Save.
  6. Verify that “Unique ID” is added as a field.
  7. In the Primary Key dropdown, select Unique ID.