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  • Check if the primary employment of that Contact was created before or after the Employment_file data Date collection.

  1. Download all the data from the Employment object in an Excel sheet (where AQB__SetAsPrimary__c = TRUE) with Contact ID, Start Date, and Created Date.

  2. Create a VLOOKUP column in Employment_file to retrieve the Created Date from Employment object sheet by running a VLOOKUP on Contact IDs.

  3. Create an “Action” column with the following criteria:

    If the Created Date is greater than or equal to the Employment_file collection dateDate: No Action (remove from your sheet as newer data is recorded).

    If the Created Date is less than the Employment_file collection dateDate: Data Matching.

    If the result is #N/A, it indicates no employment exists in the system for that Contact ID: Insert Data.

    * Correct date format if needed (dd/mm/yyyy)

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