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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

Advanced Properties

Advanced Properties

The advanced properties allow you to specify data object write operation properties to write data to Salesforce objects.
You can configure the following advanced properties in the data object write operation:
Property
Description
Treat Insert as Upsert
Upserts any record flagged as insert. By default, the Data Integration Service treats all records as insert.
Treat Update as Upsert
Upserts any record flagged as update. Select this property when you use the Update Strategy transformation in the mapping to flag records as update.
Max Batch Size
Maximum number of records the Data Integration Service writes to a Salesforce target in one batch. Default is 200 records.
Not used in Bulk API target sessions.
Set Fields to NULL
Replaces values in the target with null values from the source.
By default, the Data Integration Service does not replace values in a record with null values during an update or upsert operation. The Data Integration Service retains the existing values.
Use SFDC Error File
Generates error log files for a Bulk API target session. You must specify the SFDC error file directory and select the Monitor Bulk Job Until All Batches Processed session properties to generate the error log files. By default, the Data Integration Service does not generate error log files.
Not applicable to a Standard API target session.
Use SFDC Success File
Generates success log files for a Bulk API target session. You must specify the SFDC success file directory and select the Monitor Bulk Job Until All Batches Processed session properties to generate the success log files. By default, the Data Integration Service does not generate success log files.
Not applicable to a Standard API target session.
SFDC Success File Directory
Mandatory, if you want to create success log file for the Bulk API target.
Specify a directory on the machine that hosts the Data Integration Service.
Use Idlookup Field for Upserts
Uses the Salesforce idLookup field to identify target records that need to be upserted.
If you do not select this property, use an external ID for the upsert operation. If you do not select this property and do not provide an external ID, the session fails.
Use this ExternalId/IdLookup field for Updates
The exact name of the external ID or idLookup field to use for updates.
By default, the Data Integration Service uses the first external ID or idLookup field in the target. Use this property when you want to use a different field for updates.
Use SFDC Bulk API
Uses the Salesforce Bulk API to load batch files containing large amounts of data to Salesforce targets.
By default, the Data Integration Service uses the standard Salesforce API.
Monitor Bulk Job Until All Batches Processed
Monitors a Bulk API target session.
When you select this property, the Data Integration Service logs the status of each batch in the session log. If you do not select this property, the Data Integration Service does not generate complete session statistics for the session log.
Override Parallel Concurrency with Serial
Instructs the Salesforce Bulk API to write batches to targets serially. By default, the Bulk API writes batches in parallel.
Disable Bulk Success and Error file creation
Disables the creation of success and error log files for a Bulk API target session. Overrides the Use SFDC Error File and Use SFDC Success File target properties.
Enable Field Truncation Attribute
Allows Salesforce to truncate target data that is larger than the target field. When you select this property, Salesforce truncates overflow data and writes the row to the Salesforce target.
Set prefix for BULK success and error files
Adds the prefix to the BULK success and error files names when created.
Enable Hard Deletes for BULK API
Permanently deletes rows from Salesforce targets in a Bulk API target session.
Set the location of the BULK error files
Mandatory, if you want to create error log file for the Bulk API target.
Specify a directory on the machine that hosts the Data Integration Service.
Set the Interval for Polling BULK Job Status
Number of seconds the Data Integration Service waits before polling Salesforce for information about a Bulk API target session.
Enter a positive integer. By default, the Data Integration Service polls every 10 seconds.
Assignment Rule Selection
Applicable only to Salesforce Case and Lead target objects using the standard API. Assignment rule to reassign attributes in records when inserting, updating, or upserting records:
  • None. If you do not want to specify an assignment rule, select None.
  • Default. Select to use the default assignment rule set for the organization.
  • Custom. Select to specify and use a custom assignment rule.
You cannot use assignment rules for Bulk API.
Specify Assignment Rule
Applicable for custom assignment rule. Enter a valid assignment rule.

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