PowerExchange for Salesforce User Guide for PowerCenter

10.4.0
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- 10.5.2
- 10.5.1
- 10.5
- 10.4.1

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Configuring a Session with a Salesforce Target

You can configure the session properties for a Salesforce target on the Mapping tab. Define the properties for each target instance in the session.

The following table describes the session properties that you can configure for a Salesforce target:

Property Name	Description
Treat Insert as Upsert	Upserts any records flagged as insert. By default, the PowerCenter Integration Service treats all records as insert.
Treat Update as Upsert	Upserts any records flagged as update. Select this property when you use the Update Strategy transformation in the mapping or the Treat Source Rows As session property to flag records as update.
Max Batch Size	Maximum number of records the PowerCenter 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 PowerCenter Integration Service does not replace values in a record with null values during an update or upsert operation. It retains the existing values.
Use SFDC Error File	Generates error log files. By default, the PowerCenter Integration Service does not generate error log files. To generate an error log file for a Bulk API target session, select the Monitor Bulk Job Until All Batches Processed session property as well.
Use SFDC Success File	Generates success log files. By default, the PowerCenter Integration Service does not generate success log files. To generate a success log file for a Bulk API target session, select the Monitor Bulk Job Until All Batches Processed session property as well.
SFDC Success File Directory	Directory where the PowerCenter Integration Service stores the success log files. By default, the PowerCenter Integration Service stores the success log files in the $PMTargetFileDir directory. The PowerCenter Integration Service stores the error log files in the $PMBadFileDir directory.
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 the external ID for the upsert operation. If you do not select this property and do not provide the external ID, the session fails.
Use this ExternalId/IdLookup field for Upserts	The exact name of the external ID or idLookup field to use for upserts. By default, the PowerCenter 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 upserts.
Use SFDC Bulk API	Uses the Salesforce Bulk API to load batch files containing large amounts of data to Salesforce targets. By default, the PowerCenter 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 PowerCenter Integration Service logs the status of each batch in the session log. If you do not select this property, the PowerCenter Integration Service does not generate complete session statistics for the session log. Select this property along with the Use SFDC Success File or Use SFDC Error File session properties to generate success or error logs for the session.
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 session 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. By default, the PowerCenter Integration Service writes overflow data to the session error file.
Set Prefix for Success and Error Files	Adds a prefix to the names of the success and error log files. When you add a prefix, the success log file uses the following naming convention: <prefix>_<session name><timestamp>_success.csv. When you add a prefix, the error log file uses the following naming convention: <prefix>_<session name><timestamp>_error.csv.
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	Directory for Bulk API target error log files.
Set the Interval for Polling Bulk Job Status	Number of seconds the PowerCenter Integration Service waits before polling Salesforce for information about a Bulk API target session. Enter a positive integer. By default, the PowerCenter 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. Select to use no assignment rule. Default is 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 Rule Selection for Bulk API.
Specify Assignment Rule	For custom assignment rule. Enter a valid assignment rule.