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Table of Contents

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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

Advanced options in synchronization tasks

Advanced options in
synchronization
tasks

When you configure a
synchronization
task in Salesforce, you can use the following advanced source and target options:
Advanced Salesforce Option
Description
Allow Null Updates to Target
Salesforce targets only. Indicates if null values are allowed to replace existing values in the target. Select True to allow null values to replace existing values in the target.
Default is False.
Salesforce API
API used to process Salesforce source or target data. Select one of the following options:
  • Standard API. Uses the Salesforce standard API to process Salesforce data.
  • Bulk API. Uses the Salesforce Bulk API to process Salesforce data.
Target Batch Size
For loading to Salesforce targets using the standard API.
The maximum number of records to include in each query that writes to the Salesforce target. Enter a number between 1 and 200.
To process multiple upserts on a particular row in the same query, set the batch size to 1.
Default is 200.
Create the Success File
For loading to Salesforce targets using the standard API.
Creates a success file for a standard API task.
Assignment Rule Selection
For loading to Salesforce Case, Lead, or Account target objects using the standard API.
Assignment rule to reassign attributes in records when you insert, update, or upsert records:
  • None
    . Select to use no assignment rule. Default is None.
  • Default
    . Select to use the default assignment rule set for the organization.
  • Custom
    . Applicable only to Case and Lead objects. Select to specify and use a custom assignment rule.
Monitor the Bulk Job
For loading to Salesforce targets using the Bulk API.
Monitors a Bulk API job to provide accurate session statistics for each batch. Generates a Bulk API error file with row-level details based on information provided by the Salesforce Bulk API.
Without monitoring, the
All Jobs page
and session log cannot provide information about batch processing or create success and error files.
Monitoring requires additional Bulk API calls.
Create the Success File
For loading to Salesforce targets using the Bulk API with monitoring enabled.
Creates a success file with row-level details based on information provided by the Salesforce Bulk API.
Enable Serial Mode
For loading to Salesforce targets using the Bulk API.
Salesforce loads Bulk API batches to the target serially. By default, Salesforce loads Bulk API batches in parallel.
Enable Hard Delete
For loading to Salesforce targets using the Bulk API with the Delete task operation.
Permanently deletes target rows. Deleted rows cannot be recovered.
Enable PK Chunking
Use to extract from Salesforce sources when you use the Bulk API.
Enables primary key chunking to optimize performance while extracting from large data sets.
Salesforce splits the data set into a number chunks based on the record ID, creates multiple queries to extract data, and combines the result.
Salesforce supports primary key chunking for custom objects and certain standard objects. For more information about supported objects for primary key chunking, see the Salesforce documentation.
PK Chunking Size
The number of records in a chunk.
Default is 100,000. The maximum value is 250,000.
Applicable only if you select Enable PK Chunking.
PK Chunking startRow ID
The record ID from which you want to chunk the data set.
By default Salesforce applies chunking from the first record.
Applicable only if you select Enable PK Chunking.
PK Chunking Parent Object
Not applicable.

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