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.
The following table describes the Salesforce source properties that you can configure in a Source transformation:
Property
Description
Connection
Name of the source connection.
Source Type
Type of the source object. Select Single Object, Multiple Objects, or Parameter.
Object
Name of the source object for the mapping.
You can specify a custom query for a source object.
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:
The following image shows the selected parent-child objects in the Source transformation:
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.
The following table describes the Salesforce lookup object properties that you can configure in a Lookup transformation:
Lookup Object Properties
Description
Connection
Name of the lookup connection.
Source Type
Type of the source object. Select Single Object or Parameter.
Lookup Object
Name of the lookup object for the mapping.
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.
