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Snap type:
Write
Description:
Overview
Salesforce Update is a Write-type Snap that enables you to update object records in Salesforce
inin Bulk API 1.0 or REST
APIAPI mode.
The Snap in SalesforceSalesforce Poller Snap checks the result of the batch job when in Bulk API mode
submits batch jobs and sendsSnap submits the batch job and writes the batch job information to the output view
for the Salesforce Poller Snap. The Snap in. In the REST API mode
updates Salesforce objects and, the Snap updates record to the Salesforce object and returns results synchronously without the need
offor the Salesforce Poller Snap.
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Support and limitations:
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Prerequisites
None.
Support for Ultra Pipelines
Works in Ultra Task Pipelines.
Limitations
- 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.
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.
Snap Views
Type | Format | Number of Views | Examples of Upstream and Downstream Snaps | Description |
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Input | Document |
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| Each document contains Map data for an object ID and records of field and value pairs. |
Output |
Document |
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| Each document contains Map data that includes the 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 input data |
and a key-value pair of created: false for each successfully updated record. | ||||
Error | Document |
| N/A | This Snap |
produces documents in the view if the input data causes an error in REST API. Each document contains the record ID and an error message from Salesforce.com. 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 | Field Dependency | Description | ||||||||||
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Label | Required. * | String | None | 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.Pipeline. Default Value: Salesforce Update | |||||||||
Service Version* | String/Expression/Suggestion | None |
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Batch Size* | Required. Integer/Expression | None | Specify the number of records to be processed in a batch.
Default Value: 200 | ||||||||||
Object Type* | This property enables you to define String/Expression/Suggestion | None | Specify the name of the Salesforce object , such as Accountor select one from the suggested list.
Default Value: Account | ||||||||||
Salesforce API | Required. This property sets Dropdown list | None | 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). Default Value: Bulk API | ||||||||||
Null Setting | Withwith 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 | objectAPI field. | Default Value: Deselected | FalseSelected | |||||
Related Object | String/Expression/Suggestion | None | Enter or select a related parent object. This property field 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]] | ||||||||||
Apply active assignment rules | Checkbox | 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 | ||||||||||
Related External ID | String/Expression/Suggestion | 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]] | ||||||||||
Bulk API Serial mode | If selected, Checkbox | None | Select this checkbox to allow the Bulk API will to run in Serial serial mode. If not selected, Default valueValue: Not selected (Parallel Batch mode) | ||||||||||
Standardize Error Output | If checked, Checkbox | None | Select this checkbox to enable the Snap will to produce the error output with Reason, Original, Stack trace and Resolution. Default Value: Not selected | ||||||||||
Pass Through | If selected, Checkbox | None | Select this checkbox to pass the input document will be passed through tothe 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 Value: Selected
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Multiexcerpt include macro | name | Snap Execution | pageDropdown list | SOAP ExecuteNone |
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If you want to get the resulting status for each record to be updated in Bulk API mode, you must connect a Salesforce Poller Snap after the Salesforce Update Snap. |
Examples
Sample Salesforce Pipeline: This pipeline, available in the Downloads section, uses several Salesforce Snaps to perform create, update, delete, and lookup actions on Salesforce object records.Update a New Record
The following is another example that shows example Pipeline demonstrates how to update a new record in a Salesforce object: .
In the above pipeline execution:
A Mapper Snap maps First, configure the Mapper Snap to map the Object record details (that need to be updated using record ID) to the input view of Salesforce Update Snap:
The Salesforce Update Snap updates the record (using its ID) in the Account object:
Successful execution of the Snap gives the following preview:
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The Pipeline, available in the Downloads section, uses several Salesforce Snaps to perform create, update, delete, and lookup actions on Salesforce object records. |
Downloads
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Important Steps to Successfully Reuse Pipelines
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