In Salesforce Spiff, the external ID field on a plan assignment supports bulk uploading and updating of plan assignments with Mass Data Management.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available for an additional cost in: Professional Edition with Web Services API Enabled |
- External ID values must be unique.
- You can add an external ID only to plan assignments that don't have one.
- To help avoid errors, an external ID in a plan assignment table is permanent.
- If you create a plan assignment from the Plans page or with the uploader and you leave the external ID blank, you can still edit the plan assignment.
- After you assign an external ID, the ID is always required for future updates with the uploader.
- If you create a plan assignment with the uploader and specify an external ID, always use the same external ID for future updates.