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Download all the data from the Employment object in an Excel sheet (where
AQB__SetAsPrimary__c = TRUE) with Contact ID , Start Date, and Last Modified Date.Create a VLOOKUP column in Employment_file to retrieve the Last Modified Date from Employment object sheet by running a VLOOKUP on Contact IDs.
Create an “Action” column with the following criteria:
If the Last Modified Date is greater than or equal to the Employment_file Date: No Action (remove from your sheet as newer data is recorded).
If the Last Modified Date is less than the Employment_file Date: 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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