Salesforce Poller

In this article

Overview

This Snap provides the functionality to poll the status of the batch job submitted to Salesforce by the preceding Salesforce Snaps (Create/Delete/Update/Upsert) in Bulk API mode. This Snap uses the Salesforce Bulk API to check the batch job status and retrieve the result for each record. The Snap sends the successful record writes to the output view and the failed record writes to the error view.

To use newer Salesforce objects, use the latest API versions where those objects are available.

Prerequisites

None.

Support for Ultra Pipelines

Works in Ultra Task Pipelines.

Limitations and Known Issues

None.

Snap Views

View TypeView FormatNumber of ViewsExamples of Upstream and Downstream SnapsDescription
InputDocument
  • Min: 1
  • Max: 1
  • Salesforce Delete
  • Mapper
This Snap has exactly one input view and receives documents in the view. Each document contains a Map data for the job ID (key: "jobId"),  batch ID (key: "batchId") and URL (key: "url"), and records of field-value pairs.
OutputDocument
  • Min: 1
  • Max: 1
  • Copy
  • File Writer
This Snap has exactly one output view and produces documents in the view. Each document contains Map data that includes an object ID and records of the field-value pairs for the successful record write.
ErrorDocument
  • Min: 1

  • Max: 1

N/AThis Snap has one optional error view and produces documents in the view. Each document contains Map data that includes an object ID, records of the field-value pairs for the failed record write, and an error message.

Snap Settings

Field

Field Type

Description


Label*


Default Value:Salesforce Poller
Example
Salesforce Poller

String

Specify a unique name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your pipeline.


Polling interval*


Default Value:5
Example
5

String

Specify the polling interval in seconds for the Bulk API batch job execution. At each polling interval, the Snap checks the status of the Bulk API batch processing.

Maximum value: 60 

Polling timeout*


Default Value: 3000
Example:
300

String

Specify the polling timeout in seconds for the Bulk API batch job execution. If the timeout occurs while waiting to complete the batch job execution, the Snap displays an exception.

The polling timer starts at the beginning of the pipeline execution, and NOT when the first document passes into the Salesforce Poller snap. The Polling Timeout includes waiting for the first document to pass into the Salesforce Poller Snap.

Pass through


Default Value:Selected


Checkbox

Select this checkbox to display input data fields as the top level flatmap data merged with the response from SFDC in the output document.

If you deselect this checkbox, the output document will have the response from SFDC only.


Snap Execution


Default ValueExecute only

Example:
Validate & Execute

Dropdown list

Select one of the following three modes in which the Snap executes:

  • 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.

Examples


Pipeline: Salesforce.com Data to a File: This pipeline reads data using a Salesforce read and writes it to a file.

 Poll the status of the object creation actiion

The following pipeline shows how a Salesforce Create Snap creates an object record and the Salesforce Poller Snap is used to poll the status of the object creation action:   

 

In the pipeline execution:

  1. A JSON Generator provides object record details to create an object record. A Salesforce Create Snap creates the object record:


     
  2. The Salesforce Poller Snap receives the record creation details and provides the status of the create action: 


    Successful execution of the Snap gives the following preview:


  

  Salesforce Poller pipeline with generic error output view

Salesforce Poller pipeline with generic error output view

In this pipeline, the Salesforce Poller Snap polls the status from a delete action. The status of the invalid records are routed to the error view.

 
To the upstream Mapper Snap, pass the value of ID which is retrieved from the target schema of the Salesforce Delete Snap.

The Salesforce Delete Snap deletes the record 001i000001g41S9AAI from the object type Account


 The output preview from the Salesforce Delete Snap is as displayed below:


 The Salesforce Poller Snap checks the job status and retrieves the result. 

The output error view is displayed below:
Note that the ID 001i000001g41S9AAI is already deleted and hence the status routed to the output error view is displayed as ''entity is deleted''

Snap Pack History

 Click to view/expand
Release Snap Pack VersionDateType  Updates

May 2024

main26341

 

Stable

Updated and certified against the current SnapLogic Platform release.

February 2024436patches25626 LatestEnhanced 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 2024436patches25192 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 2024main25112 StableEnhanced the Salesforce Bulk Query Snap with expression support for the Include Deleted Records checkbox.
November 2023435patches24747 LatestFixed an issue that caused the input stream to not close properly, which resulted in stale connections.
November 2023435patches24368 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 2023435patches24006 Latest

Enhanced the Salesforce Read Snap by adding expression enablement to the following checkboxes:

  • Use PK chunking if supported

  • Include Deleted Records

November 2023main23721 StableUpdated and certified against the current SnapLogic Platform release.
August 2023434patches23646 LatestFixed an issue where a long-running pipeline containing the Salesforce Subscriber Snap would suddenly stop responding.
August 2023434patches22537 Latest

Improved the Salesforce Bulk Upsert Snap error messages by limiting the length of the reason displayed with the error.

August 2023main22460 StableUpdated and certified against the current SnapLogic Platform release.
May 2023433patches21367 Latest
  • The Salesforce SOQL Snap now honors the selection of the Match Data Type checkbox when the value entered for Batch Size is greater than 50,000.

  • The Salesforce Read Snap now honors the selection of the Match Data Type checkbox if the Use PK chunking if supported checkbox is also selected.

May 2023

main21015 

Stable

Upgraded with the latest SnapLogic Platform release.

February 2023432patches20586 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 2023432patches20393 Latest
February 2023432patches20145 LatestFixed an issue with the Salesforce Read Snap that was causing an error for the Time data type.
February 2023432patches20087  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
  • Fixed an issue with the Salesforce Read Snap where using the bulk API request would fail due to column specification.
  • Added support to use PK chunking on any batch size with the bulk API request and to automatically disable PK chunking if it is known that it cannot be done

February 2023main19844 StableUpgraded with the latest SnapLogic Platform release.
November 2022main18944 Stable Upgraded with the latest SnapLogic Platform release.
October 2022430patches18769 Latest
  • The Salesforce Bulk Query Snap now includes the following checkboxes:

    • Match Data Type: Select this checkbox to match the data types of the bulk query job results.

    • Include Deleted Records: Select this checkbox to include deleted records in the query result.

  • The Salesforce Delete Snap in REST API no longer fails with NPE if a new OAuth2 account is used.

  • The Salesforce Read Snap now stops gracefully on a forced stop (without throwing cryptic errors).

  • The Salesforce Update and Salesforce Upsert Snaps no longer fail with the message "Error occurred while executing request to Salesforce.com" when a redirection is needed.

September 2022430patches18125 Latest

The Salesforce Bulk Create, Salesforce Bulk Delete, and Salesforce Bulk Update Snaps are now working as expected without displaying the error Error while processing Data and without returning 301-error while processing the data.

September 2022430patches18036 Latest

The Salesforce Read Snap now correctly parses the 2-byte UTF-8 characters in Windows OS in the PK chunking mode.

August 2022main17386 Stable
  • Updates in Salesforce Subscriber Snap:

    • CometD version upgrade from 5.0.9 to 7.0.6 (latest).

    • The simplified logging provides useful diagnostic information without logging any sensitive data.

    • The Snap asynchronously makes callbacks or listens to the CometD API to identify and respond to specific events.

    • The Snap processes the most recent message so that it can send that replay ID if there is a need to resubscribe. If the server responds with an invalid replay ID, the Snap automatically sets the Replay ID value to -2 to get all available messages.

  • You can select the Null Setting with Bulk API checkbox in the Salesforce Update, Salesforce Create, and Salesforce Upsert Snaps to format null values in the input document.

4.29 Patch

429patches16708 Latest
  • Updates in Salesforce Subscriber Snap:
    • Upgraded the Cometd version from 5.0.9 to the latest 7.0.6 version.
    • Fixed an issue where the Snap reported an error and stopped only at the next resubscribe attempt when it encountered the daily limit exceeded error. Now, the Snap displays the error and stops immediately when it encounters the daily limit exceeded error.
    • Simplified the logging that provides useful diagnostic information without logging any sensitive data.
    • Enhanced the Snap design to make the callbacks or listeners asynchronously by the Cometd API when there is a specific event, and the Snap responds accordingly.
    • Enhanced the tracking of replay ID of the most recent message processed so that Snap can send that replay ID if there is a need to resubscribe. If the server responds that the replay ID is invalid, Snap automatically sets the Replay ID value to -2 to get all available messages.
  • Made the Null Setting with Bulk API checkbox in the Salesforce Update, Salesforce Create, and Salesforce Upsert Snaps visible, to format a null value.

4.29main15993 StableUpgraded with the latest SnapLogic Platform release.
4.28 Patch428patches14355 

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.

4.28main14627 StableUpgraded 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:

  • the specified Replay ID is invalid or outside the retention window.

  • the most recently received Replay ID for an event is outside the 72-hour retention window.

4.27 Patch427patches13944 LatestFixed 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 Patch427patches13789 Latest

Fixed the following issues with Salesforce Snaps:

  • High memory use due to leaked resources.

  • Hung Pipelines due to blocked threads.

4.27main12833Stable
4.26 Patch426patches12054 Latest

Enhanced the Salesforce Subscriber Snap with improved resilience to network failures and fixed an issue with duplicate documents.

4.26main11181 StableUpgraded with the latest SnapLogic Platform release.
4.25 Patch425patches10182 LatestFixed 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 Patch425patches9609 LatestEnhanced 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. 
4.25main9554
 
Stable
  • Enhanced the Salesforce Upsert Snap to support CSV payload using the new field Bulk Content Type in Bulk API mode as Salesforce API has recently been supporting CSV payload as well. Earlier, this Snap supported only XML data type; you can now select CSV content type from the Bulk Content Type drop-down list. The default content type is set to XML to preserve backward compatibility. 
    This enhancement also addresses the null values issue during Bulk API mode. 
  • Enhanced the Snaps in the Salesforce Snap Pack by updating the field labels to title case. If you have existing Pipelines using Salesforce Snaps that include the field names in the error messages, you must update those Pipelines to use the new field labels.
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.

4.24main8556
StableUpgraded with the latest SnapLogic Platform release.
4.23 Patch 423patches7888 Latest
4.23main7430
 
StableUpgraded with the latest SnapLogic Platform release.
4.22main6403
 
StableUpgraded 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.

4.21snapsmrc542

 

StableUpgraded 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.

4.20snapsmrc535
 
Stable

Added the Salesforce Bulk Query Snap, which enables you to perform bulk SOQL queries on Salesforce.

4.19snaprsmrc528
 
Stable
4.18 Patch salesforce7832 Latest

Enhanced the Salesforce Subscriber Snap to capture Change Data Capture (CDC) events.

4.18snapsmrc523
 
StableUpgraded 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.

4.17ALL7402
 
Latest

Pushed automatic rebuild of the latest version of each Snap Pack to SnapLogic UAT and Elastic servers.

4.17snapsmrc515
 
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 LatestAdded 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.
4.16snapsmrc508
 
Stable
  • Added two new Snaps: 
    • Salesforce Publisher: Publish Salesforce platform event records to a given event custom sObject (Salesforce Object).
    • Salesforce Subscriber: Subscribe to Salesforce platform event records for a given event custom sObject.
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.

4.15snapsmrc500
 
StableUpgraded with the latest SnapLogic Platform release.

4.14 Patch 

salesforce5670

 LatestFixed the Salesforce SOQL Snap that fails to execute if the parameter values of a SOQL query expression contain the WHERE clause.
4.14snapsmrc490
 
StableUpgraded with the latest SnapLogic Platform release.
4.13

snapsmrc486

 
Stable
  • Fixed an issue where the Salesforce Read Snap fails to download the PK-Chunking CSV file due to network failure or running out of disk space.
  • Fixed an issue where theSalesforce Lookup Snap does not match the datatype with the Bulk API; for instance, boolean data returns string.
  • Fixed an issue where the Salesforce SOQL Snap does not preview data in pipelines. 
  • Fixed an issue where PK Chunking files are not deleted from the temp directory.
4.12 Patchsalesforce4839 Latest

Fixed a defect that occurs when downstream Snaps are slow in processing documents downloaded from SFDC.

4.12 Patchsalesforce4773 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
  • Updated Salesforce SOQL and Lookup Snaps to ensure that they are consistent with SnapLogic guidelines of writing Snap data exceptions to error views and continuing to process next documents vs. hard stopping.
  • Enhanced the Salesforce read operations for the Read, SOQL, and SOSL Snaps to display the original Salesforce error cause, reason, and resolution.
4.11 Patchsalesforce4299 Latest
  • Fixed an issue wherein the Salesforce SOQL Snap did not get an input stream from the next records URL.
  • Fixed an issue with the Salesforce SOQL Snap querying deleted records using Bulk API.
4.11snapsmrc465
 
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 Patchsalesforce4005 Latest

Salesforce Poller Snap: Includes the success field in the output.

4.10

snapsmrc414

 
StableUpgraded with the latest SnapLogic Platform release.
4.9.0 Patchsalesforce3218 Latest

Fixed the error in PK Chunking when a downstream Snap is blocking the pipeline

4.9.0 Patchsalesforce3247 Latest

Addressed an issue withSalesforce Poller Snap causing JSON Formatter to throw ConcurrentModificationException.

4.9.0 Patchsalesforce3225 Latest

Addressed a null pointer exception in the Salesforce Update Snap. This exception was present in both salesforce3082 and salesforce3122.

4.9snapsmrc405
 
Stable

Updated the Salesforce Create, Batch Create, Delete, Poller, Update and Upsert Snaps with Pass through property.

4.8.0 Patchsalesforce2884 Latest
  • Addressed an issue with inconsistent behavior between Preview and Execution.
  • Addressed an issue with Salesforce SOQL Snap failing to download PK-Chunking.
4.8

snapsmrc398

 
Stable
  • Updated the Salesforce Lookup Snap with Correlation ID property. This property is an ID field name which the Snap uses to correlate input document to the output record when users want to pass through input data to the output view.
  • Updated the Salesforce Read Snap with Output field limit and Output field offset properties. Output field limit is the number of fields to return in the order of Salesforce describe object field index. Output field offset defines a starting field index for the output fields.
  • Info tab added to accounts.
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
  • Updated the Salesforce SOQL, Read, & Lookup Snaps with Match data type field.
  • Updated the Salesforce Upsert, Update, Create and Delete Snaps with 'Standardize error output' field.
4.6.0 Patch salesforce1931 Latest
  • Implemented a new property "Match data type in XML"
  • Implemented a new global.properties entry "SFDC_SESSION_TIMEOUT_MINUTES" so that users can reduce the frequency of logins.
4.6snapsmrc362
 
Stable
  • Doc Enhancement: Examples added to Salesforce Snap documentation.
  • Resolved an issue in Salesforce Snaps that prevented extraction of access tokens.
4.5.1

salesforce1633

 
Stable
  • Salesforce Read Snap is updated to support Output fields and Where clause specifications. For more information, see Salesforce Read.
  • Salesforce Read & SOQL Snaps are updated to support JSON representation of Bulk API result data and a parsing issue encountered (in Bulk API mode) has been rectified.
  • Fixed errors around upload and output preview for Salesforce Wave Analytics Snap.
4.5snapsmrc344NALatest
  • Pass through and Ignore empty results added to Salesforce SOQL, Read and SOSL Snaps.
  • Resolved an issue in Salesforce Batch Create Snap to appropriately create multiple records in REST API.
4.4.1
 Stable
  • Resolved an issue with Connection pool times out with Salesforce Snaps.
  • Salesforce Lookup: Resolve a 'The session ID or OAuth token used has expired or is invalid' exception when running in an Ultra Task.
4.4
 Stable

Resolved an issue with Salesforce Query returning inconsistent result sets.

4.3.2
 Stable
  • SalesForce Lookup Snap: Implemented Pass-through on no lookup match property
  • Resolved an issue with Salesforce Upsert Snap failing with an error 'not valid for the type xsd:double'.
  • Resolved an issue with Salesforce SOQL Snap returning fewer results than SFDC returns.
  • Performance improvements made to Salesforce Read/SOQL Snaps with Bulk API in PK Chunking mode.
4.3
NA
  • NEW! Salesforce Batch Create added in this release.
  • Salesforce Wave ID field suggestions now include upstream schema.
  • Resolved an issue in Salesforce Lookup Snap failing to generate an output schema if more than 50 records are found.
4.22
NA
  • NEW! Salesforce Batch Create added in this release.
  • Resolved an issue with Salesforce Wave analytics throwing an error when metadata contained a hash symbol in number format.
  • Resolved an issue the failing to validate the account if the password contained a colon (:).
  • Salesforce Snaps now default to the latest Salesforce API version.
  • Create/Update/Upsert Snaps did not support related object mappings.


 
  • Salesforce Upsert - intermittently throws ViewChannelException since document was send to the closed output view
  • Salesforce Delete not using passthrough platform service


 
  • Salesforce Account: added custom login URL (for support of CipherCloud)
  • Salesforce Read: various updates for errors and performance improvements for > 1m rows being retrieved in Bulk API
  • Salesforce Write in Bulk API: enhanced batching support


 
  • NEW! Salesforce Wave Analytics added in this release.
  • Salesforce Upsert: External ID field is now suggestible.

  • Salesforce Read & Salesforce SOQL now accept 200 as a batch size.

  • Snaps with a Polling timeout property no longer have a maximum timeout limit.


 
  • Addressed the following issues:
    • Salesforce Account: Could not login to Salesforce, Endpoint Exception Error message is displayed.
    • Salesforce Analytics null pointer
    • Salesforce Attachment: NPE is displayed for Invalid Account.


 
  • The account settings for Salesforce.com now gives you the choice of either entering a token or entering an IP while list address range. If you need to create a token, you will need a non-admin user to generate the token for SnapLogic.
  • The Security Token is no longer required for Salesforce.com accounts.