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Overview

You can use this Snap to update object records in Salesforce.

Note

The ID field is required. This Snap will update records only by record ID and not by its external ID.

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Prerequisites

None.

Support for Ultra Pipelines

Works in Ultra Pipelines.

Note

In Ultra Pipelines, set the Batch Size as 1 for the Snap to process one document/record at a time.

Limitations

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pageSalesforce Bulk Create

Snap Input and Output

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  • Min: 1
  • Max: 1

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  • Mapper

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  • Min: 0
  • Max: 1

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  • JSON Formatter + File Writer

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In this article

Table of Contents
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Overview

You can use this Snap to uupdate object records in Salesforce object records using Salesforce using Bulk API 2.0.

Note
  • The ID field is required. This Snap will update records only by record ID and not by its external ID.
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    pageSalesforce Batch Create
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Prerequisites

None.

Support for Ultra Pipelines

Works in Ultra Pipelines.

Note

In Ultra Pipelines, set the Batch Size as 1 for the Snap to process one document/record at a time.

Limitations

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nameME_Expression_Fields_Limitation
pageSalesforce Bulk Create

Snap Views

TypeFormatNumber of ViewsExamples of Upstream and Downstream SnapsDescription
Input Document
  • Min: 1
  • Max: 1

Mapper

Each document contains Map data for an object ID, a record ID and key-value pairs for fields to be updated
OutputDocument
  • Min: 0
  • Max: 1

JSON Formatter + File Writer

Produces documents in the view.

Error

Error handling is a generic way to handle errors without losing data or failing the Snap execution. You can handle the errors that the Snap might encounter when running the Pipeline by choosing one of the following options from the When errors occur list under the Views tab:

  • Stop Pipeline Execution: Stops the current Pipeline execution when the Snap encounters an error.

  • Discard Error Data and Continue: Ignores the error, discards that record, and continues with the remaining records.

  • Route Error Data to Error View: Routes the error data to an error view without stopping the Snap execution.

Learn more about Error handling in Pipelines.

Info

Because of the potentially large size of the error messages, the Reason for the Salesforce error message in the error document field may be truncated.
The complete error is available in the field full_error under the original object containing copies of the failed input records or in the logs.


Snap Settings

Salesforce Bulk UpdateSalesforce Bulk Update
Field NameField TypeDescription

Label*


Default Value: Salesforce Bulk Update
Example: Salesforce Bulk Update

String

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


Service Version*


Default Value: 52.0 



Example: 41.0

String/Expression/Suggestion

Specify the version number associated with the Salesforce service you want to connect to. Alternatively, click the Suggestion Image Added icon to fetch the list of versions and select the desired version.





Object Type*


Default Value: 

Related Object

Account
Example: 

Service Version*

Integer

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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
Example: Account

Account

String

Specify the name of the Salesforce object or select one from the suggested list


Note

This Snap does not support Net Zero Cloud Salesforce objects.


Related Object


Default Value: N/A
Example: Account

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.


Related External ID


Default Value: N/A
Example: AccountNumber__c

String

Enter or select a 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.. 


Polling Interval*

Display null or empty values as null


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

Deselected



Checkbox

Select this checkbox to display empty string or null data as null in the output preview.

When you deselect this checkbox, the Snap displays an empty string or null data as blank in the output preview.

For a better understanding, refer to this Example.

Info

The output in the Salesforce application remains unaffected. Whether the checkbox is selected or deselected, the Salesforce record and its corresponding output continues to appear empty, as shown below: 

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Polling Interval*


Default Value: 5
Example: 5

Integer

Define polling interval in seconds.


Polling Timeout*


Default Value: N/A3000
Example: 5

Polling Timeout*

300

Integer

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


Maximum Retry Attempts


Default Value: N/A5
Example: 300

Maximum Retry Attempts

5

Integer

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


Retry Interval (seconds)


Default Value: N/A3
Example: 5

Retry Interval (seconds)

3

Integer

Define the interval between retries in seconds.


Snap Execution


Default Value: N/A:Execute only
Example:  3

Snap Execution

Validate & Execute

String

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, it 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: Validate & Execute


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Salesforce Batch Create
Salesforce Batch Create
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Example

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Update Records in Bulk in Salesforce

This example demonstrates how you can to update records in bulk in a Salesforce object.

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

The following images display the Snap configuration and output: 
Image Modified Image Modified


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


The Salesforce Bulk Update Snap Updates Salesforce records in Salesforce.com. The output from the Snap displays the names, IDs, and customized serial numbers of the updated documents. The following images display the Snap configuration and output: 

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Downloads

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Attachments
patterns*.slp, *.zip

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