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  1. Preface
  2. Introduction to Salesforce Connector
  3. Connections for Salesforce
  4. Synchronization tasks with Salesforce
  5. Mappings and mapping tasks with Salesforce
  6. Replication tasks with Salesforce
  7. Masking tasks with Salesforce
  8. Common configuration
  9. Troubleshooting
  10. Appendix A: Data type reference

Salesforce Connector

Salesforce Connector

Salesforce targets in mapping tasks

Salesforce targets in
mapping
tasks

For Salesforce target connections used in template-based
mapping
tasks, you can configure advanced properties in the Targets page of the
Mapping
Task wizard.
You can configure the following properties:
Property
Description
Connection
Name of the target connection.
Target Object
Type of the target object.
Filter
Filter condition filters data in Salesforce.
Display technical names instead of labels
Displays technical names instead of business names.
Display target fields in alphabetical order
Displays target fields in alphabetical order instead of the order returned by the target system.
You can configure the following advanced properties:
Advanced Property
Description
Treat Insert as Upsert
Upserts any records flagged as insert. By default, the agent 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. Select the Treat Source Rows As session property to flag records as update.
Max Batch Size
Maximum number of records the agent writes to a Salesforce target in one batch. Default is 200 records.
This property is not applicable in Bulk API target sessions.
Set Fields to Null
Replaces values in the target with null values from the source.
By default, the agent does not replace values in a record with null values during an update or upsert operation.
Use SFDC Error File
Generates the error log files. By default, the agent does not generate the 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.
Similarly, to generate an error log file for a Bulk API 2.0 target session, select the Monitor Bulk API 2.0 Jobs property.
Use SFDC Success File
Generates the success log files. By default, the agent does not generate the 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.
Similarly, to generate a success log file for a Bulk API 2.0 target session, select the Monitor Bulk API 2.0 Jobs property.
SFDC Success File Directory
Overrides the default success file directory with the path you specify.
Applicable when you select the Use SFDC Success File property.
To override, specify the location in the Secure Agent machine where you want the agent to generate the success log file.
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 agent 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 agent uses the standard Salesforce API.
Use SFDC Bulk API 2.0
Uses the Salesforce Bulk API 2.0 to load batch files containing large amounts of data to Salesforce targets.
Monitor Bulk Job Until All Batches Processed
Monitors a Bulk API target session.
When you select this property, the agent logs the status of each batch in the session log. If you do not select this property, the agent 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 the success or error logs for the session.
Monitor Bulk API 2.0 Jobs
Monitors a Salesforce Bulk API 2.0 target.
Override Parallel Concurrency
Instructs the Salesforce Bulk API to write batches to targets serially. By default, the Bulk operation writes batches in parallel.
Disable Bulk Success and Error File Creation
Disables the creation of success and error log files for a Bulk API and Bulk API 2.0 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 agent writes overflow data to the session error file.

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