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You can use this Snap to update or insert object records in Salesforce.com in Bulk API mode.

Prerequisites

None.

Support for Ultra Pipelines

Works in Ultra Pipelines.

Limitations

Multiexcerpt include macro
nameME_Expression_Fields_Limitation
pageSalesforce Bulk Create

Troubleshooting

None.

Snap Views

View TypeView FormatNumber of ViewsExamples of Upstream and Downstream SnapsDescription
Input Document
  • Min: 1
  • Max: 1
  • Mapper
This Snap has exactly one input view and receives documents in the view. Each document contains Map data for an object ID and records of field and value pairs.
OutputDocument
  • Min: 0
  • Max: 1
  • JSON Formatter and File Writer

This Snap has at most one output view and produces documents in the 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 NameField TypeDescription
    Label*String

    Specify the name for the account. Preferably update the name if your project has more than one Snap of the same type.

    Default Value: Salesforce Bulk Upsert
    Example: Salesforce Bulk Upsert

    Service Version*

    		String/Expression/Suggestion

    Multiexcerpt include macro
    nameME_Service_Version
    pageSalesforce Batch Create

    Object Type*String

    Specify the object type. This property enables you to define the name of the Salesforce object.

    Default Value: Account
    Example: Account

    External-ID Field*String

    Specify the name for the External ID field. Use this field to define the unique externalized key of the object. The Snap operates exclusively on the external ID field, and not on the Salesforce-generated record ID. The external ID is useful when you want to synchronize an external system to Salesforce.com.

    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, create a new record with the input record data. Use the external ID as the unique record identifier from an external system. 

    To create an 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.

    Default Value: N/A
    Example: external_Id_c__c

    Related ObjectString

    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 suggestion and the input schema suggestion only.

    Default Value: N/A
    Example: Account

    Related External IDString

    Enter or select an external ID of the related parent object. This property does not affect the Snap operation on records in Salesforce. It is provided for the property suggestion and the input schema suggestion only.

    Default Value: N/A
    Example: AccountNumber__c

    Polling Interval*Integer

    Define polling interval in seconds.

    Default Value: N/A
    Example: 5

    Polling Timeout*Integer

    Define the maximum time in seconds to wait for the query to complete.

    Default Value: N/A
    Example: 300

    Maximum Retry AttemptsInteger

    Define the maximum number of retries to attempt in case of connection failure.

    Default Value: N/A
    Example: 5

    Retry Interval (seconds)Integer

    Define the interval between retries in seconds.

    Default Value: N/A
    Example: 3

    Snap ExecutionString

    Select one of the three modes in which the Snap executes. Available options are:

    • Validate & Execute: Performs limited execution of the Snap, and generates a data preview during Pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during Pipeline runtime.
    • Execute only: Performs full execution of the Snap during Pipeline execution without generating preview data.

    • Disabled: Disables the Snap and all Snaps that are downstream from it.

    Default Value: Execute only
    Example: Execute only

    Example

    Inserting Bulk Records in Salesforce

    This example demonstrates how you can to insert or update a new bulk record in a Salesforce object.

    Image Modified

    The JSON Generator Snap generates five new JSON documents. The output from the Snap displays the names of the documents and customized serial numbers.

    The following images display the Snap configuration and output: 


    The Mapper Snap transforms the incoming data using the given mappings and produces new output data. The output from the Snap displays the names and customized serial numbers of the output documents.     The following images display the Snap configuration and output: 

    Image Modified


    The Salesforce Bulk Upsert Snap updates or inserts data in     Salesforce.com. The output from the Snap displays the names, IDs, and customized serial numbers of the updated or inserted documents. The following images display the Snap configuration and output: 

    Downloads

    Info

    Important Steps to Successfully Reuse Pipelines

    1. Download and import the Pipeline into SnapLogic.

    2. Configure Snap accounts as applicable.

    3. Provide Pipeline parameters as applicable.


    Attachments
    patterns*.slp, *.zip

    ...