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Salesforce Objects in Mappings

When you create a mapping, you can configure a Source or Target 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.
Sort
Sort is not supported for 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 source advanced 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 the Standard API or Bulk API.
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.
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 mention1MB 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.
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.

Salesforce Targets in Mappings

In a mapping, you can configure a Salesforce object as the Target transformation to insert data to Salesforce.
Specify the name and description of the Salesforce target. Configure the target and advanced properties for the target object.
The following table describes the Salesforce target properties that you can configure in a Target transformation:
Property
Description
Connection
Name of the target connection.
Target Type
Type of the target object. Select Single Object or Parameter.
Object
Name of the target object. Target object for a single target or primary target object for multiple targets.
Operation
Target operation. Select Insert, Update, Upsert, Delete, or Data Driven.
The following table describes the Salesforce target advanced properties that you can configure in a Target transformation:
Advanced Property
Description
Max Rows per Batch
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.
Set to Null
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.
Use SFDC Error File
Creates a Salesforce error file. The Mapping Configuration task writes the error file to the following directory: <Secure Agent installation directory>\apps\Data_Integration_Server\data\success. By default, the agent does not generate the error log files.
To create an error log file, select Yes. Enter the error file location and file prefix. File Prefix adds a prefix to the names of the success and error log files.
Use SFDC Success File
Creates the Salesforce success file. By default, the agent does not generate the success log files.
To create a success log file, select Yes. Enter the success file location and file prefix.
Salesforce API
Salesforce API to write target data. Select the Standard API or Bulk API.
Monitor Bulk
Monitors a Salesforce Bulk API target.
Enable Serial Mode
Loads Salesforce Bulk API batches to the target serially.
By default, Salesforce loads Bulk API batches in parallel.
Forward Rejected Rows
Forwards rejected rows to the next session.

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.
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.