Salesforce Connector > Mappings and mapping tasks with Salesforce > Salesforce objects in mappings

Salesforce objects in mappings

When you create a mapping, you can configure a Source transformation to represent a Salesforce object.

Salesforce sources in mappings

In a mapping, you can configure a Source transformation to represent a single Salesforce source or multiple Salesforce sources.

Specify the name and description of the Salesforce source. Configure the source and advanced properties for the source object.

You can parameterize the Salesforce source objects at run time with values specified in a parameter file in a mapping.

The following table describes the Salesforce source properties that you can configure in a Source transformation:

Property	Description
Connection	Name of the source connection.
Object Type	Type of the source object. Select one of the following object types: - Single Object - Multiple Objects - Query - Parameter Default is Single Object.
Object	Name of the source object for the mapping. You can specify a custom query for a source object.
Parameter	This property appears only if you select parameter as the object type. A placeholder to dynamically assign values at run time for the source object without the requirement to edit the task. Select an existing parameter for the source object or click New Parameter to define a new parameter for the source object. To overwrite the parameter at run time, select the Allow parameter to be overridden at run time option.
Filter	Adds conditions to filter records. Configure a simple or an advanced filter. You cannot use the LIMIT clause in an advanced filter. To limit the number of rows, specify the row limit in the advanced source properties.
Sort	Not applicable for a Salesforce connection.
Include archived and deleted rows in the source	Includes archived and deleted source rows. By default, the agent returns active rows.

The following table describes the Salesforce advanced source properties that you can configure in a Source transformation:

Advanced Property	Description
Row Limit	The maximum number of rows the agent processes. Select All Rows to process all records, or Specify number of rows to process specific number of rows.
Salesforce API	Salesforce API to read source data. Select one of the following options: - Standard API - Bulk API - Bulk API 2.0 You must use an OAuth connection if you select the Bulk API 2.0 option to read data.
Enable PK Chunking	Select to enable the primary key chunking. When you enable primary key chunking, the Bulk API splits the data set into multiple chunks based on the record ID and creates extract queries for each chunk. Doesn't apply to Salesforce Bulk API 2.0.
PK Chunking Size	The size of data in a chunk or batch size. For example, if you want to upload a 10 MB file, you can upload the file in fragments, that is, 1MB at a time. When you mention 1MB as the chunk size,1 MB of data is transferred at a time until the complete transfer takes place.
PK Chunking startRow ID	The row ID from where the chunking starts.
SOQL Filter Condition	SOQL condition to filter source data. You cannot use the LIMIT clause in the filter condition. To limit the number of rows, specify the row limit in the advanced source properties. If you configure the filter under Salesforce source properties as well as the SOQL Filter Condition, then the SOQL Filter Condition overrides the filter under Salesforce source properties.
Maximum Rows Per Request	The maximum number of records to retrieve per set of results for the query. The request is still subject to the size limits. Default is 0. Applies to Salesforce Bulk API 2.0 only.
Tracing Level	Amount of detail that appears in the log for this transformation. You can choose terse, normal, verbose initialization, or verbose data. Default is normal.

Adding multiple source objects

When you configure a Source transformation to read from multiple Salesforce objects, you can select related objects based on existing relationships in Salesforce.

1On the Source page in the mapping, select the Salesforce connection.

2Select Multiple Objects as the Source Type.

3In the Objects and Relationships section, click Add Source Objects from the menu.

4In the Select Source Object window, select the source object that you want to add, and then click OK.

5To add related objects, select the source object, right-click menu, and then click Add Related Objects.

6In the Select Related Object window, select the related object that you want to add, and then click OK.

For example, the following image shows the list of related objects that have existing relationships with the Account parent object:

From the displayed related objects, select any of the child object for the account parent object.

The following image shows the selected parent-child objects in the Source transformation:

You can view the related parent and child objects added to the mapping.

Salesforce lookup objects in mappings

You can retrieve data from a Salesforce lookup object based on the specified lookup condition.

When you configure a lookup in Salesforce, you select the lookup connection and lookup object. You also define the behavior when a lookup condition returns more than one match.

Note: Salesforce lookup works only with the Salesforce Standard API.

For an uncached lookup, you cannot configure logical operators, such as <, >, <=, and >= in the lookup condition.

You can parameterize the Salesforce lookup objects at run time with values specified in a parameter file in a mapping.

The following table describes the Salesforce lookup object properties that you can configure in a Lookup transformation:

Property	Description
Connection	Name of the lookup connection.
Object Type	Type of the lookup object. Select one of the following object types: - Single Object - Query - Parameter Default is Single Object.
Lookup Object	Name of the lookup object for the mapping.
Parameter	This property appears only if you select parameter as the object type. A placeholder to dynamically assign values at run time for the lookup object without the requirement to edit the task. Select an existing parameter for the lookup object or click New Parameter to define a new parameter for the lookup object. To overwrite the parameter at run time, select the Allow parameter to be overridden at run time option.
Multiple Matches	Behavior when the lookup condition returns multiple matches. You can return first row, last row, any row, all rows, or report an error. If you choose all rows and there are multiple matches, the Lookup transformation is an active transformation. If you choose any row, the first row, or the last row and there are multiple matches, the Lookup transformation is a passive transformation.

The Data Integration service uses case sensitive approach when performing lookups. For Salesforce lookups, the case sensitive comparison depends on the Salesforce support.