Salesforce Bulk Upsert

Owned by Lakshmi Manda
Last updated: Mar 27, 2024 by Lakshmi Manda
4 min read

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Overview

You can use this Snap to update or insert object records in Salesforce Bulk API 2.0.

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

Prerequisites

None.

Support for Ultra Pipelines

Works in Ultra Pipelines.

Limitations

  • 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.

Snap Views

TypeFormatNumber of ViewsExamples of Upstream and Downstream SnapsDescription
Input Document
  • Min: 1
  • Max: 1
  • Mapper
This Snap has exactly one input view and receives documents in the view. Each document contains Map data for a record ID and key-value pairs for fields to be updated. or inserted
OutputDocument
  • Min: 0
  • Max: 1
  • JSON Formatter and File Writer

This Snap has at most one output view and produces documents in the view.

Error

The error view contains error, reason, resolution and stack trace. For more information, see Handling Errors with an Error Pipeline.

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

Field NameField TypeDescription
Label*String

Specify a unique name for the Snap instance.

Default Value: Salesforce Bulk Upsert
Example: Salesforce Bulk Upsert

Service Version*

String/Expression/Suggestion

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

Default Value: 52.0 
Example: 41.0

Object Type*String

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

This Snap does not support Net Zero Cloud Salesforce objects.

Default Value: Account
Example: Account

External-ID Field*String

Specify the name for the External ID field. Use this field to define the unique externalized key of the object. The Snap operates exclusively on the external ID field, and not on the Salesforce-generated record ID. The external ID is useful when you want to synchronize an external system to Salesforce.com.

If a record for a given external ID exists, the record is updated with the input record data. If no record exists for a given external ID, create a new record with the input record data. Use the external ID as the unique record identifier from an external system. 

To create an external ID field for an Account object:

  1. Log in to your Salesforce account.
  2. Go to App Setup > Customize > Account > Fields > New.
  3. Follow the instructions and create a new custom field.

Default Value: N/A
Example: external_Id_c__c

Related ObjectString

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