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Overview

The Salesforce Upsert Snap

type:

Write

Description:

This Snap provides the functionality to upsert (meaning

is a Write-type Snap that enables you to upsert (that is, a simple update or insert procedure

of

) object records in

Salesforce in

Salesforce in Bulk API 1.0 or REST API mode.

  The

The Snap in

Salesforce

Bulk API mode

submits batch jobs and sends

submits a batch job and writes the batch job information to the output view

for

, which should be passed to the Salesforce Poller Snap to check the result of the batch job. More specifically, the Salesforce Upsert Snap should not be thought of as the combination of the Salesforce Update and Salesforce Create Snaps.

Info

The Salesforce Upsert Snap operates exclusively on the

external

External ID field, not on the Salesforce-generated record ID. If a record for a given external ID exists, the record is updated with the input record data. If no record exists for a given external ID, a new record is created with the input record data. The external ID is used as the unique record identifier from an external system and can be useful when you want to synchronize an external system to Salesforce.com. 

To create a new external ID field for an Account object:

 
  1. Log in to your Salesforce account.
  2. Go to App Setup > Customize > Account > Fields > New. 
  3. Follow the instructions and create a new custom field. 
Note
You must select the External ID checkbox in Salesforce. The Snap in REST API mode
upserts
upserts records to the Salesforce objects
and
 and returns results synchronously without the need for the Salesforce Poller Snap.



Note

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Prerequisites:

None

Support and limitations:Ultra pipelines: 

400ce58f-0da5-4a11-ae68-7d54283f17be
nameSalesforce objects limitation
templateDataeJyLjgUAARUAuQ==
pageSalesforce Batch Create
addpanelfalse

Salesforce Upsert SettingsImage Added

Prerequisites

None.

Limitations and Known Issues

This Snap performs batch processing, that is, a batch of input documents are processed for each HTTP request sent to Salesforce. Values of all the expression-enabled fields must remain constant during the Snap execution or validation. Hence, all expression fields can support Pipeline parameters only when they are expression-enabled. The input data parameters are not supported for expression fields, for example, $serviceVersion.

Support for Ultra Pipelines

Works in Ultra Pipelines.

  • Spark mode: Supported in Spark mode.
    • Account: 

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

    Views:InputThis Snap has exactly one input view and receives documents in the view.

    Snap Views

    View TypeView FormatNumber of ViewsExamples of Upstream/Downstream SnapsDescription
    InputDocument
    • Min:1
    • Max:1
    • Mapper 
    • Copy
    		Each document contains Map data for an external ID and records of field and value pairs.
    Output
    This Snap has at most one output view and produces documents in the view. Each
    Document
    • Min:0
    • Max:1
    • Poller
    • JSON Formatter
    		Each document contains Map data that includes a Job ID, a Batch ID, a URL, and an array of records if it is in Bulk API mode. If it is executed in REST API mode, each document contains input data
    plus
    and a key-value pair of created:false for each successfully-updated record or created:true for each successfully-created record.
     If
     
    If the Snap is executed in Bulk API mode and a new record is created, the ID field and its value is included in the output data. However, if the Snap is executed in REST API and a new record is created, the ID field is not included in the output data.
    Error

    This Snap has one optional error view and might produce documents in the view if the input data causes an error in 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 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

    The

    Document

    • Min: 1

    • Max: 1

    N/A

    The error view contains error, reason, resolution and stack trace. For more information, see Handling Errors with an Error Pipeline.

    Snap Settings

    FieldField TypeField DependencyDescription

    Label*


    		StringNone

    Specify a unique 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

    Pipeline.

    Service version

    Required. The version number associated with the Salesforce service that you want to connect to."v34.0" for REST API or "34.0" for Bulk API
    Example: 34.0

    Default value: 34.0 

    Batch size

    Required. 

    Default Value: Salesforce Upsert
    Example: Salesforce Upsert

    Service Version*


    		String/Expression/SuggestionNone

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    pageSalesforce Batch Create

    Batch Size*

    		Integer/ExpressionNone

    Specify the number of records to be processed in a batch.

    Info

    In Bulk API, this

    property

    value is allowed to be from 1 through 10,000. Each input document forms one Salesforce record to be upserted. 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

     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 upsert only one record per each request regardless of the value

    of

    you specify in the Batch

    size property

    Size field.

    Example

    Default Value: 200

    , 10000


    Default value

    Example:

    200

    1000

    Object

    type

    Type*
      

    Required. This property enables you to define
    String/Expression/SuggestionNone

    Specify the name of the Salesforce object

    , such as Account

    or select one from the suggested list.

    Example

    Default Value:

      Account

     Account

    Default value

    Example:

      Account

     Account

    Note


    Salesforce API

    Required. This property sets


    		Dropdown listNone

    Set 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).

    Example


    Default Value:

    REST

    Bulk API

    Default value

    Example:

    Bulk

    REST API

    External ID

    fieldRequired. Represents

    Field*



    		String/Expression/SuggestionNone

    Specify the external ID field that represents the unique externalized key of the object.

    Info

    The external ID determines the locator of the object on the Salesforce object instead of using the ID field on the object.

    This field is suggestible.

     


    Note
    You
    should
    must select the
    check box
    checkbox, External ID: Set this field as the unique record identifier from an external system, when you create an external ID field in the Salesforce
    .com web page.
     portal.

    Default Value:  [None]
    Example: 

     employee

    employee_number__c

    Bulk Content Type

    		Dropdown listNone

    Select the content type to be used in Bulk API. Available options are:

    Default value:  [None]

    Null setting with Bulk API

    If selected, in Bulk API mode,

    • XML: Data in XML format.

    • CSV: Data in CSV format.

    Default Value: XML
    Example: CSV

    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

    can set nullable fields null

    . This field works only if you select Bulk API mode in the Salesforce

    object

    API field.

     

    Default

    value:  FalseRelated object

    Value: Deselected
    Example: Selected


    Related Object



    		String/Expression/SuggestionNone

    Enter or select a related parent object.

    This property

    The value in this field does not affect the Snap operation on records in Salesforce. It is provided for the property suggest and the input schema suggest only. 

    Example:  Account

    Default

    value

    Value:

     

    [None]
    Example: Account

    Related

    external ID

    External ID


    		String/Expression/SuggestionNone

    Enter or select an external ID of the selected related parent object.

    This property

    The value in this field 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:

     AccountNumber

    AccountNumber__c

    Default value:   [None]

    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 (Account, Case, or Lead).

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

    Default Value: Selected

    Bulk API Serial mode

    If selected,


    		CheckboxNone

    Select this checkbox to enable the Bulk API

    will

    to run in Serial mode.

    If not selected,


    Deselect this checkbox to enable the Bulk API

    will

    to run in Parallel mode. This is only relevant to BULK API. 

    Default

    value

    Value: Not selected (Parallel mode)

    Standardize

    error outputIf checked, the Snap will produce the

    Error Output

    		CheckboxNone

    Select this checkbox to enable the Snap to produce 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

    value

    Value:  Not selected

    Pass

    throughIf selected,

    Through


    		CheckboxNone

    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 selected

    you deselect this checkbox, the input document

    will

    is not

    be

    passed and there is no

    "

    'original

    " key

    ' key in the output document.

    Default

    value

    Value:  Selected

    Multiexcerpt include macroname
    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

    page
    Dropdown list
    SOAP Execute
    None

    Multiexcerpt include macro
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    pageSOAP Execute


    Note

    If you want to get the resulting status for each record to be upserted in Bulk API mode, you must connect a Salesforce Poller Snap after the Salesforce Upsert Snap.


    Examples

    Upserting Department Record and Associating with an Employee Record

    The following is another example that shows following example Pipeline demonstrates how to upsert the department record in CSV format and associate that record with an employee record. We also pass null value for a particular field to demonstrate that null values in CSV file format type does not hinder the Pipeline execution.
    Image Added

    First, we configure the Sequence Snap to generate a sample set of Department data.
    Image Added

    Then, we configure the Mapper Snap to prepare (transform) and pass the department data (input) to the Salesforce Upsert Snap. Note that we pass null value for location, but that does not hinder the Pipeline execution.

    Image Added

    Upon validation, the Snap passes the following data to the downstream Salesforce Upsert Snap. Note the null value under location column.
    Image Added

    Then, we configure the Salesforce Upsert Snap to upsert the department record into Salesforce. We use the Bulk Content Type as CSV and the API as Bulk API. Note that we configure the Related External ID field to associate the department record with the employee record.
    Image Added

    The Snap passes the following batch information to the downstream Salesforce Poller Snap.
    Image Added

    We then configure the Salesforce Poller Snap to poll the status of the batch job submitted to Salesforce application from the Salesforce Upsert Snap. Upon validation, the Snap creates the record for department and associates it with the employee record.

    Salesforce Poller Snap Configuration

    Salesforce Poller Snap Output

    Image Added

    Image Added

    Download this Pipeline.

    Upserting a new record in a Salesforce object

    The following example Pipeline demonstrates how to upsert a new record in a Salesforce object: .

    In the above pipeline execution: 

    A Mapper Snap maps First, we configure the Mapper Snap to map the Object record details (that need to be upserted using External ID) to the input view of Salesforce Upsert Snap:.

    Image Removed

    A Image Added

    Then, we configure the Salesforce Upsert Snap updates the to update the record (using its External ID) in the Account object:  .
    Image RemovedImage Added
    Successful execution of the Snap gives the following preview:

    Image RemovedUpon successful execution, we can see the following output in the Snap's preview.

    Image Added

    Downloads

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    Attachments
    patterns.*slp, .*zip

    Insert excerpt
    Salesforce Snap Pack
    Salesforce Snap Pack
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