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Snap-Account Compatibility

Batch Create Delete✔✔ Read Wave Analytics✖✖

Snap	Salesforce .comAccount	Salesforce Dynamic Account	Salesforce OAuth2 Account	Salesforce Mutual Authentication Account
Salesforce Attachment DownloadBatch Create	✔	✔	✔	✔
Salesforce	Bulk Create	✖	✖	✔	✔
Salesforce Bulk Delete	✖	✖	✔	✔
Salesforce	Bulk Query	✖	✖	✔	✔
Salesforce Bulk Upsert	✖	✖	✔	✔
Salesforce	Bulk Update	✖	✖	✔	✔
Salesforce LookupCreate	✔	✔	✔	✔
Salesforce PollerDelete	✔	✔	✔	✔
Salesforce	Download	✔	✔	✔	✔
Salesforce SOQLLookup	✔	✔	✔	✔
Salesforce SOSLPoller	✔	✔	✔	✔
Salesforce UpdateRead	✔	✔	✔	✔
Salesforce UpsertSOQL	✔	✔	✔	✔
Salesforce SubscriberSOSL	✔	✔	✔	✖✔
Salesforce PublisherUpdate	✔	✔	✔	✖✔
Salesforce	Upsert	✔	✔	✔	✔
Salesforce Bulk Delete Subscriber	✖✔	✖	✔	✔	Salesforce Bulk Upsert	✖
✖ Salesforce Publisher	✔	✔	Salesforce Bulk Update✔	✖
Salesforce Wave Analytics	✔	✔	Salesforce Bulk Delete	✖		✔	✔

Configuring Salesforce Accounts

You can configure your Salesforce account in the SnapLogic UI by using SnapLogic® platform by using either Designer or Manager.

Using SnapLogic Designer

Drag a Salesforce Snap to the Canvas and click the Snap to open its settings. Click the Account tab. You can now either use an existing account or create a new one.

Selecting an existing account

SnapLogic organizes and displays all accounts to which you have access, sorting them by account type and location. To select an existing account:

Click the icon to view the accounts to which you have access and select the account that you want to use.
Click Image Modified to save the Snap settings.
Image RemovedImage Added

Creating an account

Click Add Account in the Account Reference dialog.
Select the Location in which you want to create the account, select the account type, and click Continue. The Add Account dialog associated with the account type appears.
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Enter the required account details. For detailed guidance on how to provide information associated with each account type, use the following links:

Child pages (Children Display)

Info
Enter additional information on this account in the Notes field of the Info tab. This will help you–and other users–understand the purpose of the account, especially if there are multiple accounts of the same type.

Click Validate to verify the account, if the account type supports validation.
Click Apply to complete configuring the Salesforce account.

Using SnapLogic Manager

Use Manager to create accounts without associating them immediately with Pipelines.

Accounts in SnapLogic are associated with projects. You can use accounts created in other projects only if you have at least Read access to them.

In the left pane, browse to the project in which you want to create the account and click Create > Account > Salesforce, followed by the appropriate account type.
Image RemovedImage Added
Repeat the steps numbered 3 through 5 in the Creating an account section.

Warning
Avoid updating account credentials when Pipelines using that account are being executed. This may lead to unexpected results, including locking your account.

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See Also:

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