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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
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| Type | Format | Number of Views | Examples of Upstream and Downstream Snaps | Description |
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| Input | Document |
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| 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. |
| Output | Document |
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| This Snap has at most one output view and produces documents in the view. |
| Error | The error view contains error, reason, resolution and stack trace. For more information, see Handling Errors with an Error Pipeline. | |||
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| Field Name | Field Type | Description | ||||||
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| 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 | ||||||
Service Version* | String/Expression/Suggestion |
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| Object Type* | String | Specify the object type. This property enables you to define the name of the Salesforce object. Default Value: 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:
Default Value: N/A | ||||||
| Related Object | String | 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 | ||||||
| Related External ID | String | 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 | ||||||
| Polling Interval* | Integer | Define polling interval in seconds. Default Value: N/A | ||||||
| Polling Timeout* | Integer | Define the maximum time in seconds to wait for the query to complete. Default Value: N/A | ||||||
| Maximum Retry Attempts | Integer | Define the maximum number of retries to attempt in case of connection failure. Default Value: N/A | ||||||
| Retry Interval (seconds) | Integer | Define the interval between retries in seconds. Default Value: N/A | ||||||
| Snap Execution | String | Select one of the three modes in which the Snap executes. Available options are:
Default Value: Execute only |
Example
Inserting Bulk Records in Salesforce
This example demonstrates how to insert or update a new bulk record in a Salesforce object.
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:
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
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Important Steps to Successfully Reuse Pipelines
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Download and import the Pipeline into SnapLogic.
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Configure Snap accounts as applicable.
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