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Overview

Salesforce Create is a Write-type Snap that enables you to create object records using REST API or Bulk API 1.0. The Snap in Bulk API mode submits a batch job and writes the batch job information to the output view, which should be passed to the Salesforce Poller Snap to check the result of the batch job. The Snap in REST API mode creates records and returns results synchronously without the need of the Salesforce Poller Snap.

Note

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Salesforce Create Settings

Prerequisites

None.

Support for Ultra Pipelines 

Works in Ultra Pipelines.  

Limitations and Known Issues

None.

Snap Views

TypeFormatNumber of Views Examples of Upstream and Downstream SnapsDescription
InputDocument
Min: 1
Max: 1
  • CSV Generator
  • JSON Generator
This Snap receives documents in the view and each document contains one Salesforce record.
OutputDocument
Min: 0
Max: 1
  • Mapper
  • Salesforce Poller
A document that contains Map data with these elements: Job ID, Batch ID, URL, and an array of records if it is in Bulk API mode. If it is executed in REST API mode, each document contains Map data for the ID of the created record and input data. 
ErrorThis Snap has one optional error view and might produce documents in the view if the input data causes an error in the REST API. Each document contains key/value pairs from the input view and an error message from Salesforce.comIf the Snap is in the Bulk API, it will generate an error document in case of a batch job submission failure.

Snap Settings

FieldField TypeField DependencyDescription

Label


StringNone

Specify a unique name for the Snap.

Default ValueSalesforce Create
ExampleSalesforce Create

Service version 

String/Expression/SuggestionNone

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pageSalesforce Batch Create

Batch size

String/ExpressionNone

In Bulk API, this property value is allowed to be from 1 through 10,000. Each input document forms one Salesforce record to be inserted. The Snap stores records in memory until the number of records reaches the batch size and sends the request to SFDC in a single batch.   Increasing the batch size increases the amount of memory used during the data load. Decreasing the batch size increases the number of API calls against Salesforce.

In REST API, the Snap can insert only one record per each request regardless of the value of the Batch size property.

Default Value: 200
Example: 200, 10000

Object Type*

String/ExpressionNone

Specify the name of the Salesforce object or select one from the suggested list.

Note

This Snap does not support Net Zero Cloud Salesforce objects.

Default Value: Account 
Example: Account

Salesforce API


Dropdown listNone

This property sets the Salesforce API mode to Bulk API or REST API. The Snap in REST API mode creates one record at a time and returns the results at the output. REST API can be simpler and faster if the number of records to be created is small (a few).

Default Value: Bulk API
Example: REST API

Null Setting with Bulk APICheckboxNone

Select this checkbox to set the nullable fields to null in the Salesforce object if there are null values in the input document. This field works only if you select Bulk API mode in the Salesforce API field.

Default Value: Deselected
Example: Selected

Related Object



String/ExpressionNone

Enter or select a related parent object. This property does not affect the Snap operation on records in Salesforce. It is provided for the property suggest and the input schema suggests only. 

Default Value: [None]
Example:  Account

Related External ID


String/ExpressionNone

Enter or select an external ID of the selected related parent object. This property does not affect the Snap operation on records in Salesforce. It is provided for the property suggest and the input schema suggests only. 

Default Value: [None]
Example:  AccountNumber__c

Apply active assignment rulesCheckboxAppears when you select REST API from the Salesforce API dropdown and when the Object Type is Account, Case, or Lead.

Select this checkbox to apply the active assignment rules for the selected object type (AccountCase, or Lead).

If you deselect this checkbox, active assignment rules are not applied for the selected object type (AccountCase, or Lead).

Default Value: Selected

Bulk API Serial mode


CheckboxNone

Select this checkbox to enable the Bulk API to run in Serial mode. Deselect this checkbox to allow the Bulk API to run in Batch mode.

Default Value: Not selected (Batch mode) 

Standardize Error Output


CheckboxNone

Select this checkbox to enable the Snap to produce the error output with Reason, Original, Stack trace and Resolution.

If you deselect this checkbox, the output view displays the input document along with the error message.

Default Value: Not selected

Pass Through


CheckboxNone

Select this checkbox to pass the input document the output view under the key 'original'.

If you deselect this checkbox, the input document will not be passed and there is no "original" key in the output document.

Default Value:  Selected

Excerpt


Info

For Bulk APIs, if you select this checkbox and if the Batch size is equal to 1, the input document is passed to the output view under the key original. If the Batch size is greater than 1, the list of input documents is displayed under Records and the input document is not included under the original key.



Snap Execution

Dropdown listNone

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Default Value: Execute Only
Example: Validate & Execute


Example

Creating New Records in Salesforce

The following example shows how to create a new record in a Salesforce object.

 

In the above pipeline execution:

  1. Object record details are provided to Salesforce Create Snap using a CSV Generator Snap: 

  2. The Salesforce Create Snap creates a new record in the Account object:  



    Successful execution of the Snap gives the following preview:

Downloads

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Attachments
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patterns*.slp, *.zip

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