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Snap type:

Write

Description:

This Snap provides the functionality to create object records in Salesforce in asynchronous mode

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

Salesforce

Bulk API mode submits a batch

jobs

job and

sends

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. The Snap in REST API mode creates

Salesforce objects

records and returns results synchronously without the need of the Salesforce Poller Snap.

Note

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Prerequisites:

eJyLjgUAARUAuQ==
page	Salesforce Batch Create
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Salesforce Create Settings Image Added

Prerequisites

None.

Support

and limitations:

for Ultra Pipelines

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

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 JSON Generator	This Snap receives documents in the view and 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

	Document	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.
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.

it will generate an error document in case of a batch job submission failure.

Snap Settings

Salesforce Batch CreateSalesforce Batch CreatenopaneltrueExample

Object type*

Field

Field Type

Field Dependency

Description

Label

String

None

Specify a unique name for the Snap.

Default Value: Salesforce Create
Example: Salesforce Create

Service version

String/Expression/Suggestion

None

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page	Salesforce Batch Create

Batch size

String/Expression

None

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

Note
Validation always uses the REST API.

Object Type*

String/Expression

None

Specify the name of the Salesforce object

, such as Account

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

Required.

Dropdown list

None

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).

Example

Default Value:

REST

Bulk API

Default value

Example:

Bulk

REST API
Null

setting

Setting with Bulk API

If selected, in Bulk API mode,

Checkbox

None

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

None

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

schema suggests only.

Example: Account

Default

value

Value: [None] Example: Account
Related

external

External ID

String/Expression

None

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 rules

Checkbox

Default value: [None]

Appears 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,

Checkbox

None

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

Batch mode.

This is only relevant to BULK API.

Default

value

Value: Not selected (

Parallel

Batch mode)
Standardize

error outputIf checked, the Snap will

Error Output

Checkbox

None

Select this checkbox to enable the Snap 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

value

Value: Not selected
Pass

throughIf selected,

Through

Checkbox

None

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 not be passed and there is no "original" key in the output document.

Default

value

Value: 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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Snap Execution

page

Dropdown list

SOAP Execute

None

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page	SOAP Execute

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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:

Object record details are provided to Salesforce Create Snap using a CSV Generator Snap:
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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old	false
patterns	.slp, .zip

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	Salesforce Snap Pack
	Salesforce Snap Pack
nopanel	true

Versions Compared

Old Version 28

New Version Current

Key

Overview

Prerequisites

Support

for Ultra Pipelines

Limitations and Known Issues

Snap Views

Settings

Snap Settings

Example

Creating New Records in Salesforce

Downloads

Page Comparison

Versions Compared

Old Version 28

New Version Current

Key

Overview

Prerequisites

Support

for Ultra Pipelines

Limitations and Known Issues

Snap Views

Settings

Snap Settings

Example

Creating New Records in Salesforce

Downloads