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Snap type:

Write


Description:

This Snap provides the functionality to create object records in Salesforce in asynchronous mode. The Snap in Salesforce Bulk API mode submits batch jobs and sends the batch job information to the output view for the Salesforce Poller Snap. The Snap in REST API mode creates Salesforce objects and returns results synchronously without the need of the Salesforce Poller Snap.

Prerequisites:

None

Support and limitations:Works in Ultra Task Pipelines.
Account: 

This Snap uses account references created on the Accounts page of SnapLogic Manager to handle access to this endpoint. See Configuring Salesforce Accounts for information on setting up this type of account.

Views:


Input

This Snap has exactly one input view and receives documents in the view. Each document contains one Salesforce record.

Output

This Snap has at most one output view and produces documents in the view. Each document contains Map data that includes: 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. 

Error

This 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.com. The error message is in the value of the error key. If the Snap is in the Bulk API, a similar set of data is available in the error view of the Salesforce Poller Snap connected to this Snap directly or indirectly.


Settings

Label


Specify the name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your Pipeline.

Default ValueSalesforce Create
ExampleSalesforce Create

Service version 

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pageSalesforce Batch Create

Batch size

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 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

Note

Validation always uses the REST API.


Object Type*

Specify the name of the Salesforce object, such as Account.

Default Value: Account 
Example: AccountExample: Account

Salesforce API


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 valueValue: Bulk API
Example: REST API

Null Setting with Bulk API


If selected, in Bulk API modeyou select this checkbox, null values in the input document can set sets nullable fields null in the Salesforce object. 

Default Value:  False

Related Object



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 suggest only. 

Default Value: [None]
Example:  Account

Related External ID


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__cDefault value: [None]

Bulk API Serial mode


If selected, Select this checkbox to enable the Bulk API will to run in Serial mode. If not selected, Deselect this checkbox to allow the Bulk API will to run in Parallel mode. This is only relevant to BULK API. 

Default valueValue: Not selected (Parallel mode) 

Standardize Error Output


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

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

Default valueValue: Not selected

Pass Through


If selected, Select this checkbox to pass the input document will be passed through to the output view under the key 'original'.

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

Default valueValue:  Selected

Excerpt


Info

For Bulk APIs, if you select this check box 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.



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Salesforce Batch Create
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Example


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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