Operation tab

Use this tab to control the bulk operation you want to perform.

PDI Salesforce bulk operation step Operation tab

Field	Description
Salesforce object type	The Salesforce object type that you want the step to target.
Bulk operation	Specify the type of bulk operation you want to perform. The types are: Insert Update Upsert Delete Some selections make additional field options appear.
Salesforce id stream field	This field displays when the Update or Delete operations are selected. Use this option to select a field from the incoming rows that contains the Salesforce id of the Salesforce object in which you want to update or delete fields using the fields tab.
External id stream field	This field displays when the Upsert field is selected. Specify a field from the incoming rows of the step that contains an external (indexed) id of the target object. If the external id exists in the target objects on Salesforce, the record will be updated. If the external id does not exist in Salesforce for the object type, a new object will be created.
External id object field	This field displays when the Upsert field is selected. Specify a field in the Salesforce object type definition that will contain the external id to be matched with for the Upsert operation.