Configuring Salesforce Accounts
- Diane Miller (Deactivated)
- Kalpana Malladi
- Mohammed Iqbal
In this article
Overview
Configure the Salesforce Account to access the Salesforce Snaps.
Snap-Account Compatibility
Snap | Salesforce Mutual Authentication Account | |||
---|---|---|---|---|
✔ | ✔ | ✔ | ✔ | |
Salesforce Bulk Create | ✖ | ✖ | ✔ | ✔ |
Salesforce Bulk Delete | ✖ | ✖ | ✔ | ✔ |
Salesforce Bulk Query | ✖ | ✖ | ✔ | ✔ |
Salesforce Bulk Upsert | ✖ | ✖ | ✔ | ✔ |
Salesforce Bulk Update | ✖ | ✖ | ✔ | ✔ |
✔ | ✔ | ✔ | ✔ | |
✔ | ✔ | ✔ | ✔ | |
Salesforce Download | ✔ | ✔ | ✔ | ✔ |
✔ | ✔ | ✔ | ✔ | |
✔ | ✔ | ✔ | ✔ | |
✔ | ✔ | ✔ | ✔ | |
✔ | ✔ | ✔ | ✔ | |
✔ | ✔ | ✔ | ✔ | |
✔ | ✔ | ✔ | ✔ | |
✔ | ✔ | ✔ | ✔ | |
✔ | ✔ | ✔ | ✖ | |
✔ | ✔ | ✔ | ✖ | |
✔ | ✔ | ✔ | ✔ |
Configuring Salesforce Accounts
You can configure your Salesforce account in the 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 to save the Snap settings.
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.
Enter the required account details. For detailed guidance on how to provide information associated with each account type, use the following links:
- Salesforce Account
- Salesforce OAuth2 Account
- Salesforce Dynamic Account
- Application Configuration in Salesforce Portal for OAuth2 Account to use in Salesforce
- Salesforce Mutual Authentication Setup
- Salesforce Mutual Authentication Account
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.
- Repeat the steps numbered 3 through 5 in the Creating an account section.
Avoid updating account credentials when Pipelines using that account are being executed. This may lead to unexpected results, including locking your account.
Snap Pack History
Release | Snap Pack Version | Date | Type | Updates |
---|---|---|---|---|
August 2024 | 438patches28607 | Latest | Fixed an issue with the Salesforce Publisher Snap where an invalid session triggered infinite retries, resulting in many open file descriptors that eventually crashed the node. | |
August 2024 | 438patches28040 | Latest | Fixed an issue with the Salesforce SOQL Snap where the URL encoding was improperly applied to sandbox instance URLs. Now, the Snap ensures URL sandbox instance URLs are properly encoded. Breaking change from Salesforce Salesforce is retiring some of the hostnames for non-enhanced domains from August 2024:
When deploying a new My Domain, including enhanced domains, Salesforce automatically redirects previous URLs. For detailed information, such as hostname formats for legacy (non-enhanced) domains, refer to the Prepare for the End of Redirections for Non-Enhanced Domains. To align with Salesforce’s redirection changes for non-enhanced domains, the classic URL format (https://snaplogic--devqa.my.salesforce.com/) is no longer supported for Sandbox environments. As a result, any existing Salesforce pipelines using classic URLs will stop functioning as before. Workaround To run your pipelines successfully, you must append sandbox to your classic URLs: https://snaplogic--devqa.sandbox.my.salesforce.com/ Learn more about the enhanced domains deployment by Salesforce. | |
August 2024 | main27765 | Stable | Upgraded the org.json.json library from v20090211 to v20240303, which is fully backward-compatible. | |
May 2024 | 437patches27307 | Latest | Fixed authentication issues with the Salesforce Subscriber Snap in the Ultra Pipeline to ensure the Snap reauthenticates and reconnects as expected. | |
May 2024 | main26341 |
| Stable | Updated and certified against the current SnapLogic Platform release. |
February 2024 | 436patches25626 | Latest | Enhanced the Salesforce Bulk Create, Bulk Delete, Bulk Query, Bulk Update, and Salesforce Bulk Upsert Snaps to include the complete error details under the original object that contains the copies of the failed input records. | |
February 2024 | 436patches25192 | Latest | Fixed an issue with the Salesforce Mutual Authentication Account where the 8443 port was not used while authorizing the account. Now, the access token request uses the 8443 port for authorizing the Mutual Authentication Account. Breaking change Prior to 436patches25192, the Salesforce Mutual Authentication Account supported default Login URLs such as https://login.salesforce.com and https://test.salesforce.com. From 436patches25192, this account no longer supports the default Login URLs—your existing pipelines using the Mutual Authentication Account with the default Login URLs might break. To prevent this breaking change, you must provide a valid Salesforce Login URL as part of your account configuration. | |
February 2024 | main25112 | Stable | Enhanced the Salesforce Bulk Query Snap with expression support for the Include Deleted Records checkbox. | |
November 2023 | 435patches24747 | Latest | Fixed an issue that caused the input stream to not close properly, which resulted in stale connections. | |
November 2023 | 435patches24368 | Latest | Enhanced the performance of the Salesforce Bulk Query Snap with a new Maximum threads field. This field enables you to download query results simultaneously in multiple threads. | |
November 2023 | 435patches24006 | Latest | Enhanced the Salesforce Read Snap by adding expression enablement to the following checkboxes:
| |
November 2023 | main23721 | Stable | Updated and certified against the current SnapLogic Platform release. | |
August 2023 | 434patches23646 | Latest | Fixed an issue where a long-running pipeline containing the Salesforce Subscriber Snap would suddenly stop responding. | |
August 2023 | 434patches22537 | Latest | Improved the Salesforce Bulk Upsert Snap error messages by limiting the length of the reason displayed with the error. | |
August 2023 | main22460 | Stable | Updated and certified against the current SnapLogic Platform release. | |
May 2023 | 433patches21367 | Latest |
| |
May 2023 | main21015 | Stable | Upgraded with the latest SnapLogic Platform release. | |
February 2023 | 432patches20586 | Latest | Fixed an issue with the Salesforce SOQL and Salesforce Read Snaps where the Match Data Type checkbox selection was not honored if the Salesforce API field was set to Bulk API. | |
February 2023 | 432patches20393 | Latest |
| |
February 2023 | 432patches20145 | Latest | Fixed an issue with the Salesforce Read Snap that was causing an error for the Time data type. | |
February 2023 | 432patches20087 | Latest | The Salesforce Create, Update, and Upsert Snaps now include an Apply active assignment rules checkbox so you can control whether to use assignment rules for the selected object | |
February 2023 | 432patches20008 | Latest |
| |
February 2023 | main19844 | Stable | Upgraded with the latest SnapLogic Platform release. | |
November 2022 | main18944 | Stable | Upgraded with the latest SnapLogic Platform release. | |
October 2022 | 430patches18769 | Latest |
| |
September 2022 | 430patches18125 | Latest | The Salesforce Bulk Create, Salesforce Bulk Delete, and Salesforce Bulk Update Snaps are now working as expected without displaying the error | |
September 2022 | 430patches18036 | Latest | The Salesforce Read Snap now correctly parses the 2-byte UTF-8 characters in Windows OS in the PK chunking mode. | |
August 2022 | main17386 | Stable |
| |
4.29 Patch | 429patches16708 | Latest |
| |
4.29 | main15993 | Stable | Upgraded with the latest SnapLogic Platform release. | |
4.28 Patch | 428patches14355 | Latest | Fixed an issue with Salesforce Snaps where the Service Version could not be retrieved from SFDC due to a blocked URL, failing the Snap execution. | |
4.28 | main14627 | Stable | Upgraded with the latest SnapLogic Platform release. | |
4.27 Patch | 427patches14079 | Latest | Fixed an issue with the Salesforce Subscriber Snap where the Snap was unable to re-subscribe to a topic if it did not receive any message for 72 hours —stopped and displayed an error message. With this fix, the Snap automatically sets the Replay ID value to -2 when:
| |
4.27 Patch | 427patches13944 | Latest | Fixed an issue with Salesforce accounts, where an account password containing special characters and an empty security token was not properly encoded and the account was not validated. | |
4.27 Patch | 427patches13789 | Latest | Fixed the following issues with Salesforce Snaps:
| |
4.27 | main12833 | Stable |
| |
4.26 Patch | 426patches12054 | Latest | Enhanced the Salesforce Subscriber Snap with improved resilience to network failures and fixed an issue with duplicate documents. | |
4.26 | main11181 | Stable | Upgraded with the latest SnapLogic Platform release. | |
4.25 Patch | 425patches10182 | Latest | Fixed an issue with the Salesforce Read Snap where the retry fields do not work as expected when a Pipeline has more than ten Snaps. | |
4.25 Patch | 425patches9609 | Latest | Enhanced the Salesforce Read Snap to allow you to add an optional second output view that exposes the schema of the target object as the output document. The output view of the Snap has a minimum of one output and a maximum of two outputs. | |
4.25 | main9554 | Stable |
| |
4.24 Patch | 424patches9024 | Latest |
| |
4.24 Patch | 424paches8569 | Latest | Fixes an issue in Salesforce Bulk Upsert, Salesforce Bulk Update, and Salesforce Bulk Create Snaps that fail to process Related object and Related external ID values by modifying the input schema that formats the CSV data. Potential Breaking Change This Salesforce Snap patch contains an issue affecting the Salesforce Subscriber and Salesforce Publisher Snaps. If you do not use these Snaps in your Pipelines, then you can use this patch version. Else, we recommend you to not use this patch version as Pipelines will fail. We will fix this issue soon in an upcoming patch. | |
4.24 | main8556 | Stable | Upgraded with the latest SnapLogic Platform release. | |
4.23 Patch | 423patches7888 | Latest |
| |
4.23 | main7430 | Stable | Upgraded with the latest SnapLogic Platform release. | |
4.22 | main6403 | Stable | Upgraded with the latest SnapLogic Platform release. | |
4.21 Patch | salesforce8829 | Latest | Fixed the Salesforce Create, Update, Bulk Create, Bulk Update, and Bulk Upsert Snaps, enabling you to upload files containing duplicate values across multiple fields. | |
4.21 | snapsmrc542 |
| Stable | Upgraded with the latest SnapLogic Platform release. |
4.20 Patch | salesforce8814 | Latest | Fixed the Salesforce Create, Update, Bulk Create, Bulk Update, and Bulk Upsert Snaps, enabling you to upload files containing duplicate values across multiple fields. | |
4.20 Patch | salesforce8797 | Latest | Fixed the Salesforce Subscriber Snap wherein the Salesforce Subscriber and Mapper Snap combination generates Null output for Array object type. | |
4.20 | snapsmrc535 | Stable | Added the Salesforce Bulk Query Snap, which enables you to perform bulk SOQL queries on Salesforce. | |
4.19 | snaprsmrc528 | Stable |
| |
4.18 Patch | salesforce7832 | Latest | Enhanced the Salesforce Subscriber Snap to capture Change Data Capture (CDC) events. | |
4.18 | snapsmrc523 | Stable | Upgraded with the latest SnapLogic Platform release. | |
4.17 Patch | salesforce7474 | Latest | Added Order by clause and Limit clause properties to the Salesforce Reader Snap to fix an issue wherein the Snap throws an error while fetching records. | |
4.17 | ALL7402 | Latest | Pushed automatic rebuild of the latest version of each Snap Pack to SnapLogic UAT and Elastic servers. | |
4.17 | snapsmrc515 | Latest | Added the Snap Execution field to all Standard-mode Snaps. In some Snaps, this field replaces the existing Execute during preview check box. | |
4.16 Patch | salesforce6889 | Latest | Added two new properties, Number of retries and Retry interval, to the Salesforce Read, SOQL, Publisher, and Subscriber Snaps. These properties let you handle retry attempts and intervals in case of a network failure. | |
4.16 | snapsmrc508 | Stable |
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4.15 Patch | salesforce6405 | Latest | Fixed an issue with resource leak in PK Chunking in Salesforce Read and SOQL Snaps. | |
4.15 Patch | salesforce6349 | Latest | Fixed an issue with the Salesforce SOQL Snap timing out while waiting for a connection from the pool. | |
4.15 | snapsmrc500 | Stable | Upgraded with the latest SnapLogic Platform release. | |
4.14 Patch | salesforce5670 | Latest | Fixed the Salesforce SOQL Snap that fails to execute if the parameter values of a SOQL query expression contain the WHERE clause. | |
4.14 | snapsmrc490 | Stable | Upgraded with the latest SnapLogic Platform release. | |
4.13 | snapsmrc486 | Stable |
| |
4.12 Patch | salesforce4839 | Latest | Fixed a defect that occurs when downstream Snaps are slow in processing documents downloaded from SFDC. | |
4.12 Patch | salesforce4773 | Latest | Added a new option in Advanced properties - "Validate record count downloaded in Bulk API" that compares the number of records processed vs downloaded and routes output to Error View (if Error View is enabled) if there is a mismatch. | |
4.12 | snapsmrc480 | Stable |
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4.11 Patch | salesforce4299 | Latest |
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4.11 | snapsmrc465 | Stable | Polling timeout property's default value increased to 3000 from 300 for Salesforce Lookup, Salesforce Poller, Salesforce Read, and Salesforce SOQL Snaps. | |
4.10 Patch | salesforce4005 | Latest | Salesforce Poller Snap: Includes the success field in the output. | |
4.10 | snapsmrc414 | Stable | Upgraded with the latest SnapLogic Platform release. | |
4.9.0 Patch | salesforce3218 | Latest | Fixed the error in PK Chunking when a downstream Snap is blocking the pipeline | |
4.9.0 Patch | salesforce3247 | Latest | Addressed an issue withSalesforce Poller Snap causing JSON Formatter to throw ConcurrentModificationException. | |
4.9.0 Patch | salesforce3225 | Latest | Addressed a null pointer exception in the Salesforce Update Snap. This exception was present in both salesforce3082 and salesforce3122. | |
4.9 | snapsmrc405 | Stable | Updated the Salesforce Create, Batch Create, Delete, Poller, Update and Upsert Snaps with Pass through property. | |
4.8.0 Patch | salesforce2884 | Latest |
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4.8 | snapsmrc398 | Stable |
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4.7.0 Patch | salesforce2284 | Latest | Added log to troubleshoot a deploy issue. | |
4.7.0 Patch | salesforce2255 | Latest | Addressed SFDC SOQL Snap routing to the error view & validate PK Chunking record numbers. | |
4.7.0 Patch | salesforce2244 | Latest | Addressed possible leak with threads waiting to download PK Chunking responses. | |
4.7.0 Patch | salesforce2218 | Latest | SFDC SOQL Snap route to the error view & validate PK Chuning record numbers. | |
4.7.0 Patch | salesforce2209 | Latest | SOQL Snap now correctly routes to the error view & validates PK Chunking record numbers. | |
4.7 | snapsmrc382 | Stable |
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4.6.0 Patch | salesforce1931 | Latest |
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4.6 | snapsmrc362 | Stable |
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4.5.1 | salesforce1633 | Stable |
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4.5 | snapsmrc344 | NA | Latest |
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4.4.1 | Stable |
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4.4 | Stable | Resolved an issue with Salesforce Query returning inconsistent result sets. | ||
4.3.2 | Stable |
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4.3 | NA |
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4.22 | NA |
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Related Content
- Salesforce Account
- Salesforce OAuth2 Account
- Salesforce Dynamic Account
- Application Configuration in Salesforce Portal for OAuth2 Account to use in Salesforce
- Salesforce Mutual Authentication Setup
- Salesforce Mutual Authentication Account
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