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Salesforce Snap Pack

Salesforce Snap Pack

In this article

Overview

Salesforce provides a cloud-based customer relationship management application. 

Use Snaps in this Snap Pack to:

  • Create, update, upsert or delete objects in Salesforce.

  • Download an attachment from a record.

  • Read, look up, or query records.

  • Poll the status of a batch job.

  • Subscribe to or publish Salesforce platform event records.

This Snap Pack contains the following Snaps:

  • Salesforce Download: This Snap provides the functionality to download a file attached to a Salesforce Object.

  • Salesforce Batch Create: Create multiple Salesforce objects using the Salesforce REST API requests.

  • Salesforce Bulk Create: Create data in batches by using the Salesforce REST API requests.

  • Salesforce Bulk Delete: Delete data in batches by using the Salesforce REST API requests.

  • Salesforce Bulk Update: Update data in batches by using the Salesforce REST API requests.

  • Salesforce Bulk Upsert: Insert and update data in batches by using the Salesforce REST API requests.

  • Salesforce Create: Create objects in Salesforce.

  • Salesforce Delete: Delete objects in Salesforce.

  • Salesforce Lookup: Format the WHERE clause from the input document stream for a SOQL (Salesforce Object Query Language) query.

  • Salesforce Poller: Poll the status of the batch job submitted to Salesforce by the preceding Salesforce Snaps (Create/Delete/Update/Upsert) in Bulk API mode. The Snap sends the successful record writes to the output view and the failed record writes to the error view.

  • Salesforce Read: Retrieve all the field records of the Salesforce object from Salesforce by defining the Salesforce object name.

  • Salesforce SOQL: Retrieve objects from Salesforce using a SOQL query.

  • Salesforce SOSL: Search the Salesforce objects and fields from Salesforce by defining the search statement in the Salesforce Object Search Language (SOSL).

  • Salesforce Update: Update objects in Salesforce in Bulk API or REST API mode. In the Bulk API mode, the Snap provides output for the Salesforce Poller Snap; in the REST API mode, the Snap provides output synchronously without requiring a Poller Snap.

  • Salesforce Upsert: Update or insert objects in Salesforce in Bulk API or REST API mode. In the Bulk API mode, the Snap provides output for the Salesforce Poller Snap; in the REST API mode, the Snap provides output synchronously without requiring a Poller Snap.

  • Salesforce Subscriber: Subscribe to the Salesforce Platform and CDC events for a given standard and a custom Salesforce object. 

  • Salesforce Publisher: Publish Salesforce Platform Event records to a given custom Salesforce event object, which helps delivering secure and scalable custom notifications.

  • Salesforce Wave Analytics: Converts a stream of input documents into CSV data and metadata, and uploads them to Salesforce Wave Analytics as external data.

Supported Accounts

Prerequisites

  • Familiarity with the SnapLogic Intelligent Integration Platform (IIP) and the Salesforce application.

  • Access to the Salesforce application with the required account attributes.

Supported Versions

  • This Snap Pack is tested against Salesforce Service version 31.0 to 52.0. 

  • All the Salesforce Snaps – except Salesforce Bulk Create, Salesforce Bulk Update, Salesforce Bulk Upsert, and Salesforce Bulk Delete – support Bulk API v1.0.

  • The following Salesforce Snaps support Bulk API v2.0:

    • Salesforce Bulk Create

    • Salesforce Bulk Update

    • Salesforce Bulk Upsert

    • Salesforce Bulk Delete

Breaking change from Salesforce

Salesforce is retiring some of the hostnames for non-enhanced domains from August 2024:

  • Redirections for legacy (non-enhanced) hostnames stop in production orgs and demo orgs. Production orgs get this release starting in January 2025.

  • Redirections for legacy (non-enhanced) hostnames stopped in sandboxes, Developer Edition orgs, patch orgs, scratch orgs, and Trailhead Playgrounds.

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.

Breaking change for pipelines using Salesforce Mutual Authentication Account

Prior to the 436patches25192, the Salesforce Mutual Authentication Account supported default Login URLs such as https://login.salesforce.com and https://test.salesforce.com. Starting 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.

Breaking change for Salesforce Pipelines configured with version lower than 31.0

If you have any existing Salesforce Pipelines configured with versions lower than 31.0, then your Pipelines will fail with an "Invalid service version" error because Salesforce has deprecated its Platform API Versions 21.0 through 30.0. For this reason, we recommend that you immediately upgrade the API version to the lowest supported version (31.0) or the highest supported Salesforce version (55.0).

  • Bulk API v1.0 works on Salesforce Service v20.0 to v43.0.

  • Bulk API v2.0 works on Salesforce Service v41.0 and above.

Improved Error Handling

Error handling has been improved to make it more user-friendly. Error messages now provide more clarity in terms of the nature of the error, the reason for the error, and the resolution that can be applied as opposed to a generic error message in earlier releases. A demonstration of this feature in the Salesforce Lookup, Salesforce Read, and Salesforce Create Snaps is as shown below:

See Also

Snap Pack History

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