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first draft update account

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Rene Kaßeböhmer
2025-04-11 14:49:18 +02:00
parent 6bd77c8b3e
commit 9174dafb43
10 changed files with 83 additions and 18 deletions
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72
prepared_steps/8_update_personaccounts/export.json Normal file
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{
"allOrNone": true,
"objects": [
{
"query": "SELECT Id, SobjectType from recordtype where SobjectType = 'Account' and Name = 'Person'",
"operation": "Readonly",
"master": false
},{
"query": "SELECT Id, BillingHouseNo__c,BillingStreet__c, BillingCountry__c,BillingPostalCode__c FROM Account WHERE isPersonAccount = true and BillingCountry__c = 'NL' AND RecordTypeId = '01220000000E59RAAS'",
"operation": "Update",
"master": true,
"beforeUpdateAddons": [
{
"module": "core:RecordsTransform",
"description": "Updates RecordTypeId with source .Id based on Pkey__c",
"args": {
"fields": [
{
"alias": "sourceRecordTypeId",
"sourceObject": "recordtype",
"sourceField": "Id",
"lookupExpression": "source.Name == 'Person'"
},{
"alias": "sourceAddressCountryForFSL",
"sourceObject": "Account",
"sourceField": "BillingCountry__c",
"lookupExpression": "source.Id == target.Id"
},{
"alias": "sourceAddressStreetForFSL",
"sourceObject": "Account",
"sourceField": "BillingStreet__c",
"lookupExpression": "source.Id == target.Id"
},{
"alias": "sourceAddressHouseNoForFSL",
"sourceObject": "Account",
"sourceField": "BillingHouseNo__c",
"lookupExpression": "source.Id == target.Id"
},{
"alias": "sourceAddressPostalCodeForFSL",
"sourceObject": "Account",
"sourceField": "BillingPostalCode__c",
"lookupExpression": "source.Id == target.Id"
}
],
"transformations": [
{
"targetObject": "Account",
"targetField": "RecordTypeId",
"formula": "formula.sourceRecordTypeId"
},{
"targetObject": "Account",
"targetField": "BillingCountryCode",
"formula": "formula.sourceAddressCountryForFSL"
},{
"targetObject": "Account",
"targetField": "BillingStreet",
"formula": "formula.sourceAddressStreetForFSL + ' ' + formula.sourceAddressHouseNoForFSL"
},{
"targetObject": "Account",
"targetField": "BillingPostalCode",
"expressions": [
"formula.exists = formula.sourceAddressPostalCodeForFSL"
],
"formula": "formula.exists ? formula.sourceAddressPostalCodeForFSL : null"
}
]
}
}
]
}
]
}