Salesforce Publisher

On this Page

Overview

The Salesforce Publisher Snap is a Write-type Snap that publishes Salesforce Platform Event records to a given event custom Salesforce object. Salesforce Platform Events are part of Salesforce’s enterprise messaging platform and help deliver secure and scalable custom notifications within Salesforce or from external sources.

  • In Bulk API mode, the Snap publishes multiple platform event records in batches.

  • In REST API mode, the Snap publishes only one platform event record per each request for each input document.

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

Refer the Salesforce Platform Event Allocations document before configuring this Snap. 

Prerequisites

None.

Limitations and Known Issues

  • In Salesforce 44.0, when an input document contains extra fields which are not part of the list of fields defined in a given Platform Event object, the error handling of Salesforce.com in REST API and Bulk API is different. REST API throws the error: "No such column ...". However, Bulk API ignores all extra fields and successfully publishes records as long as the mandatory fields are present.
  • This Snap performs batch processing, that is, a batch of input documents are processed for each HTTP request sent to Salesforce. Values of all the expression-enabled fields must remain constant during the Snap execution or validation. Hence, all expression fields can support Pipeline parameters only when they are expression-enabled. The input data parameters are not supported for expression fields, for example, $serviceVersion

Support for Ultra Pipelines

Works in Ultra Pipelines.

Snap Views

TypeFormatNumber of ViewsExamples of Upstream and Downstream SnapsDescription
InputDocument
Min: 1
Max: 1
  • JSON Parser
  • Mapper
A stream of documents whose data schema is the same as the schema that is defined in the selected Platform Event custom Salesforce object. Each document contains one Salesforce Platform Event record. The Snap supports the input schema suggest functionality that shows the input schema in the Target path of the Mapper Snap if the Mapper Snap is connected to the input view.
OutputDocument
Min: 0
Max: 1
  • JSON Formatter
  • Mapper
 A stream of documents that contain the success field for the event record that is published, and the original field for the corresponding input record.
ErrorThe error view contains error, reason, resolution and stack trace. For more information, see Handling Errors with an Error Pipeline.

Snap Settings

FieldField TypeDescription
Label*String

Specify the 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.

Default ValueSalesforce Publisher
ExampleSalesforce Publisher

Service Version*String

Specify the version number of the Salesforce service that you want to connect to.

Salesforce platform event is supported in version 44.0 or later.

Default Value: 44.0 
Example: 44.0

Events*String

Specify the name of the Salesforce platform event custom object. You can select the name from the suggested list in the drop-down menu. The supported Salesforce Events are:

  • Standard Platform events
  • Custom Platform events: User-defined read/write events. These events end with "__e".

Note: There are two underscore characters in "__e"

Default Value: None
Example: Printer_Event__e

Salesforce APIDropdown list

Select the Salesforce API mode. The available options are:

  • Bulk API
  • REST API

In REST API mode, the Snap publishes one record at a time and returns the results in the output. REST API is simpler and faster if the number of records to be published is small.

Default Value: REST API
Example: Bulk API

Batch sizeInteger

Specify the batch size in records.

  • In Bulk API mode, you can enter any value between 1 and 10,000. Each input document forms one Salesforce Platform Event record to be published. The Snap stores the records in memory until the number of records reaches the specified batch size and sends the request to SFDC in a single batch. Increasing the batch size increases the amount of memory that is used during data load. Decreasing the batch size increases the number of API calls against Salesforce.

  • In REST API, the Snap can publish only one event record per each request regardless of the Batch size value.

Default Value: 200
Example: 700

Batch timeout(seconds)Integer

Specify the batch timeout in seconds. The Snap sends a batch write request to SDFC when the number of input documents in the buffer reaches the given Batch size. However, sometimes, input documents may not arrive for a long time. In such cases, a Batch timeout value helps send a batch write request in a specified time interval even if the number of input documents in the buffer is less than the buffer size. 

If you set Batch timeout to 0, the Snap waits until the number of input documents in the buffer reaches the Batch size. 

Default Value: None
Example: 60

Number of retriesInteger

Specify the maximum number of retry attempts in case of a network failure. 

Default value: 1
Example: 3

Ensure that the local drive has sufficient free disk space to store the temporary local file.

Retry interval (seconds)Integer
Specify the minimum number of seconds for which the Snap must wait before attempting recovery from a network failure.

Default Value: 1
Example: 3

Pass throughCheckbox

Select this checkbox to pass the input document through to the output view under the key original.
If you deselect this checkbox, the input document is not passed and there is no original key in the output document.

Default Value:  Selected

Snap Execution

Dropdown list

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, 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.

Example

Processing Different Input Documents

This Pipeline demonstrates how the Salesforce Publisher Snap processes three different input documents. The first document is a valid record. The second document has one required field that is missing. The third document contains an extra field that is not a part of the field defined in the Event object. 

Download this pipeline.

 Understanding the Pipeline

The JSON Generator Snap is used to provide the input document. The input document contains different values for a printer. The input data preview is as follows:

We use the Salesforce Publisher Snap to publish the values. The following image displays the Snap configuration in REST API mode

All the expression properties in the Snap use Pipeline parameters. The following image displays the Pipeline parameters that are used in this example:

After you validate the Pipeline, you can see that the first document is successfully published in both the modes. The second input document produces an error document in the error view in both REST and Bulk API modes. The third document produces an error document in the error view in REST API, but is successfully published in Bulk API.

Following is the output preview in the Bulk API mode:

Following is the output preview of the error document in Bulk API mode:

Following is the output preview in the REST API mode:

Following is the output preview of the error document in the REST API mode:

Downloads

Important steps to successfully reuse Pipelines

  1. Download and import the pipeline into the SnapLogic application.
  2. Configure Snap accounts as applicable.
  3. Provide pipeline parameters as applicable.

  File Modified

File Example_Salesforce_Publisher.slp

Mar 10, 2022 by Subhajit Sengupta


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