Salesforce Load

image_pdfimage_print

With this load type, you can write data directly to any Salesforce.com object. A Salesforce Connector License and a Connection to Salesforce is required.

Main settings
Data source: Extract or transform containing the data to be written.
Tree format: If the data source is a tree, the hierarchy format must be entered. See Overview of Tree Formats.
Target connection: A connection of type Salesforce
Salesforce Object: Name of the standard or custom Salesforce objects (such as database table) containing the organization’s information, e.g. Account. The user must have write-level permission for that object.
Mode:
Insert Adds new records to a Salesforce object. It is analogous to the INSERT statement in SQL.
Update Updates existing records in a Salesforce object. It is analogous to the UPDATE statement in SQL. The ID column must be in the data source.
Upsert Creates new records and updates existing records. It combines some of the functionalities of the INSERT and UPDATE statements in SQL. It uses a custom field to determine the presence of existing records, thereby avoiding the creation of unwanted duplicate records. Upsert is available for Salesforce objects that have an external ID field or a field with the idLookup property.
Delete Deletes existing records in a Salesforce object. It is analogous to the DELETE statement in SQL. Only the ID column must be in the data source.
Advanced settings
Use Bulk API: Use the Bulk API provided by Salesforce for processing large numbers of records asynchronously. If not set, the (classic) REST API from Salesforce will be used; this API may result in better performance for small and medium data volumes.
Notes:
  • The behavior of the Salesforce Load modes is different from other Integrator Loads, such as Relational or Cube Loads. For example, Update mode does not clear the Salesforce object before processing.
  • Use of classic API requires a more restrictive data-type mapping than the Bulk API. For example, if the Salesforce object has a date field, then the corresponding source column should also have the same date type.
  • When Bulk API is used, the load can also be monitored inside Salesforce by monitoring bulk data load jobs.
image_pdfimage_print