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  1. Preface
  2. Introduction to PowerExchange for Salesforce
  3. PowerExchange for Salesforce Configuration
  4. Salesforce Connections
  5. Salesforce Data Objects
  6. Salesforce Mappings
  7. PowerExchange for Salesforce Dynamic Mappings
  8. Salesforce Run Time Processing
  9. Appendix A: Data Type Reference

PowerExchange for Salesforce User Guide

PowerExchange for Salesforce User Guide

Developing and Running Dynamic Mappings

Developing and Running Dynamic Mappings

Perform the following tasks to develop and run a dynamic mapping to read from or write to Salesforce. The tasks and the order in which you perform the tasks depend on the mapping scenario and the transformations that you plan to use in the mapping.
  1. Create a Salesforce mapping and add the Salesforce objects.
  2. Configure a Salesforce dynamic source for the Read or Lookup transformation to get metadata changes from the Salesforce source at run time. Select the Salesforce source object and perform one of the following tasks based on your requirement:
    • Use a parameter as a source for a dynamic mapping source object.
    • Configure data sources for source objects in mappings to get metadata changes at run time. To dynamically get columns from the data source file at run time, select
      At run time, get data object columns from the data source
      .
  3. Create dynamic ports in transformations and link ports.
  4. Define input rules for dynamic ports to determine which generated ports to create.
    Do not add a lookup condition for dynamic ports in a dynamic mapping.
  5. Configure a Write transformation to write to a Salesforce dynamic target. Select the Salesforce target object and perform one of the following tasks based on your requirement:
    • Use a parameter as the data object for the transformation and then change the parameter at run time.
    • To dynamically get data object columns from the data source at run-time, enable the option
      At run time, get data object columns from the data source
      .
    • Define target object columns by mapping flow to enable upstream mapping objects to update the incoming ports for the Write transformation.
      To do this, select
      Columns defined by: Mapping flow
      in the
      Ports
      tab of the Properties view.
  6. Create and configure a run-time link to determine which ports to link at run time.
  7. Validate and run the mapping.

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