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Overview

Salesforce Wave Analytics Snap

type:

Write

Description:

This

is a Write-type Snap that enables you to load external data into Salesforce Wave Analytics. This Snap converts a stream of input documents into CSV data and

meta data

metadata and uploads them to Salesforce Wave Analytics as

an

external data. It scans the first 50 documents and generates the

meta data

metadata automatically, which can be overridden

by users

. The Snap uploads CSV data in multi parts with each not exceeding 10MB.

Expected upstream Snaps: Any Snap with a document output view

Expected downstream Snaps: Any Snap with a document input view

Expected input: Each

Note

Multiexcerpt include macro

macro_uuid	400ce58f-0da5-4a11-ae68-7d54283f17be
name	Salesforce objects limitation
templateData	eJyLjgUAARUAuQ==
page	Salesforce Batch Create
addpanel	false

Image Added

Prerequisites

None.

Support for Ultra Pipelines

Works in Ultra Task Pipelines.

Limitations and Known Issues

None.

Snap Views

Type	Format	Number of Views	Examples of Upstream and Downstream Snaps	Description
Input	Document	Min: 1 Max: 1	CSV Generator	Each input document should have a flat map data since it

will be

is converted to one row of CSV data. If this map data contains a value of another map or list object, the document is not used and passed to the error view.

Expected output: If the Snap is in the Preview Action mode, it writes the meta data to the output view.

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 document input view.
Output	This Snap has at most one document output view.
Error	This Snap has one optional document error view.

Settings

Label

Required.

Output	Document	Min: 0 Max: 1	Any Snap with a document input view	If the Snap is in the Preview Action mode, it writes the metadata to the output view.
Error	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

Field

Field Type

Description

Label*

String

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.

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

Edit metadata

Required. This option lets you

Pipeline.

Default Value: Salesforce Wave Analytics

Example: Salesforce Wave Analytics

Service Version*

String/Expression/Suggestion

Multiexcerpt include macro

name	ME_Service_Version
page	Salesforce Batch Create

Edit metadata

Button

Allows you to edit metadata for the CSV data to be uploaded to Salesforce Analytics.

Please refer

Refer to the example

below Required.

in the Examples section for more information.

Dataset alias

Default Value: N/A
Dataset Alias*	String/Expression	Alias of an

Dataset

dataset, which must be unique across an organization.

Default

value

Value: [None]
Operation

Required. Indicates which

*

Dropdown list

The database operation to use when loading data into the

Dataset

dataset. The available options

available include

are:

OVERWRITE - Create a new

Dataset

dataset with the given data, and replace

Dataset

dataset if it already exists.
APPEND - Add all data to the

Dataset

dataset. Reserved for future use.
UPSERT - Insert or update rows in the EdgeMart. Reserved for future use.
DELETE - Delete the rows from the EdgeMart. Reserved for future use

.Default value: Overwrite

.

Default Value: OVERWRITE
Example: APPEND

Action*

Required.

Dropdown list

Action to perform on the external data. 'Upload'

means 'upload

indicates uploading external data from SnapLogic to Salesforce.com', and 'Process'

means 'load

indicates loading uploaded data into

Dataset'

dataset. The options available include:

UPLOAD_AND_PROCESS - Upload external data from SnapLogic to Salesforce.com and load uploaded data into Dataset.
UPLOAD - Upload external data from SnapLogic to Salesforce.com and do not load uploaded data into Dataset yet.
PROCESS - Load uploaded data into Dataset.
ABORT - Stop processing the data if possible. Reserved for future use.
DELETE - Remove uploaded data parts as soon as possible. Reserved for future use.
PREVIEW - processes input documents, generates and writes CSV metadata to the output view without uploading the external data to Dataset.

Default

value

Value: UPLOAD_AND_PROCESS

Id

ID

String/Expression

The unique ID of the loaded external data. This

property

field is required if the action is 'Process'.

Default

value

Value: [None]
Dataset

container

Container

String/Expression

The folder name. If

not specified

you do not specify a folder name when creating a new

Dataset

dataset, the Dataset container will be the user’s private folder. If not specified for an existing Dataset, the Dataset container will be the folder that currently contains the Dataset.
If you specify a Dataset container

is specified

for an existing Dataset, it must match the current folder that contains the Dataset.

Default

value

Value: [None]
Poll

process status

Process Status

Checkbox

If

selected

you select this checkbox, the Snap polls until the process status becomes 'Completed' or 'Failed'. If

unselected

you deselect this checkbox, the Polling interval and the Polling timeout

properties

fields are ignored.

Default

value

Value: Not selected
Polling

interval
Required. This setting enables you to define

Interval*

String

Specify the polling interval in seconds for the Bulk API batch job execution. At each polling interval, the Snap checks the status of the Bulk API batch processing.

Example

Maximum Value:

5

60

Default

value

Value: 10

Maximum value

Example:

60

5
Polling

timeout
Required. This setting enables you to define

Timeout*

String

Specify the polling timeout in seconds for the Bulk API batch job execution. If the timeout occurs while waiting for the completion of the batch job execution, the Snap throws a SnapExecutionException.

Example

Maximum Value:

300

1800

Default

value Multiexcerpt include macroname

Value: 600

Maximum value: 1800

Example: 300
Snap Execution

pageSOAP Execute

Dropdown list

Multiexcerpt include macro

name	Execution_Detail_Write
page	SOAP Execute

Insert excerpt

	Salesforce Batch Create
	Salesforce Batch Create
nopanel	true

Note

When you upsert records, you may make a record related to another record in the parent object by providing an additional key/value entry in the input document. You may use the suggest buttons in the Related object and the Related external ID properties for an available selection for the object type of the records to be upserted. If values are entered in these properties, you may connect the Mapper Snap in front of the Create Snap to see the input schema suggest, which helps see how input data should be prepared to establish a relationship between records. Additionally, 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.

For an example of "Contact" as Object type, "Account" as Related object and "AccountNumber__c" as Related external ID, the following additional key/value entry should be added to the input document:

Code Block
{ "Account" : { "AccountNumber__c" : "3520842673" } }

Example

The following example Pipeline shows demonstrates how to upload data to Salesforce Wave Analytics.

In this Pipeline execution:

Object record details are provided to Salseforce Wave Analytics Snap as a CSV using a CSV Generator Snap:
Image RemovedImage Added

A Salesforce Wave Analytics Snap uploads and processes the incoming records: .
Image RemovedImage Added

Successful execution of the Snap gives the following preview:

The following is an example for the Edit metadata property field. Note that, by default, the metadata is populated for the incoming data in the Salesforce Wave Analytics Snap. You can customize the metadata further based on your requirements:

Code Block

{
    "fileFormat": {
        "charsetName": "UTF-8",
        "fieldsEnclosedBy": "\"",
        "fieldsDelimitedBy": ",",
        "linesTerminatedBy": "\n",
        "numberOfLinesToIgnore": 1
    },
    "objects": [
        {
            "rowLevelSecurityFilter": "",
            "connector": "SnapLogic",
            "description": "",
            "fullyQualifiedName": "SalesData",
            "label": "Sales Data",
            "name": "SalesData",
            "fields": [
                {
                    "description": "",
                    "fullyQualifiedName": "SalesData.Name",
                    "label": "Account Name",
                    "name": "Name",
                    "isSystemField": false,
                    "defaultValue": "",
                    "isUniqueId": false,
                    "isMultiValue": false,
                    "type": "Text",
                    "precision": 0,
                    "scale": 0,
                    "format": ""
                },
                {
                    "description": "",
                    "fullyQualifiedName": "SalesData.Amount",
                    "label": "Opportunity Amount",
                    "name": "Amount",
                    "isSystemField": false,
                    "defaultValue": "",
                    "isUniqueId": false,
                    "isMultiValue": false,
                    "type": "Numeric",
                    "precision": 10,
                    "scale": 2,
                    "format": "$#,#\#0.00"
                },
                {
                    "description": "",
                    "fullyQualifiedName": "SalesData.CloseDate",
                    "label": "Opportunity Close Date",
                    "name": "CloseDate",
                    "isSystemField": false,
                    "defaultValue": "",
                    "isUniqueId": false,
                    "isMultiValue": false,
                    "type": "Date",
                    "precision": 0,
                    "scale": 0,
                    "format": "MM/DD/YYYY",
                    "fiscalMonthOffset": 0
                }
            ]
        }
    ]
}

The list of map data at "fields" is initially empty, which is a place for CSV column metadata. If the Action property is set to "PREVIEW", the Snap

will try

tries to generate the CSV metadata automatically and writes it to the output view. You can copy and paste it into the Edit metadata

property

field. If the list of map data at "fields" is not empty, the content of the Edit property

will override what

overrides what is generated automatically. Therefore, you can use the Edit metadata property to fine-tune the CSV column metadata.

For "Date" type, use the Java date format string as defined in http://docs.oracle.com/javase/7/docs/api/java/text/SimpleDateFormat.html
The Snap takes four types of joda data/time java objects (DateTime, LocalDateTime, LocalDate and LocalTime) and automatically converts them to strings with formats: "yyyy-MM-dd'T'HH:mm:ss.SSSZZ", "yyyy-MM-dd'T'HH:mm:ss.SSS", "yyyy-MM-dd", and "HH:mm:ss.SSS" correspondingly.

The currency data type is not automatically detected by the Snap. You should make sure the input data is string and edit the "type", "precision", "scale" and "format" fields as in the example above. Please note "##" should be edited as "#\#" because the editor in the Edit metadata property uses "##" as a comment. If the second '#' is not escaped, the remaining string is not passed from the editor to the Snap, which will cause it fail to upload data.

Versions Compared

Old Version 20

New Version Current

Key

Overview

Prerequisites

Support for Ultra Pipelines

Limitations and Known Issues

Snap Views

Settings

Snap Settings

Example

See Also

Page Comparison

Versions Compared

Old Version 20

New Version Current

Key

Overview

Prerequisites

Support for Ultra Pipelines

Limitations and Known Issues

Snap Views

Settings

Snap Settings

Example

See Also