Salesforce Insert
The Salesforce Insert step inserts records into Salesforce using the Salesforce web service.
See also
General
Step name: Specify the unique name of the Salesforce Insert step on the canvas. You can customize the name or leave it as the default.
Connection
Salesforce webservice URL
URL of the Salesforce web service. The URL depends on the Salesforce API version used by PDI.
Username
User name for authenticating to Salesforce.
Password
Password followed by your security token (for example, PASSWORDTOKEN).
Test connection
Verifies that the connection can be made using the configured settings.
Insert settings
Time out
Timeout in milliseconds. Default is 60000.
Use compression
Select to use .gzip compression between PDI and Salesforce.
Rollback all changes on error
Select to roll back changes unless all records process successfully. If selected, records with errors are marked as failed in the results. If cleared, partial success is allowed.
Batch size
Maximum number of records to collect before committing the insert. Default is 10.
Module
Salesforce module/object to insert into (default is Account). This list is populated after a successful Test connection.
Output
Salesforce ID fieldname: Field that contains the Salesforce ID of inserted records. Default is
Id.
Fields
Use the Fields table to map PDI stream fields to Salesforce fields.
Select Get fields to populate the table with input fields from the stream.
Module field
Salesforce object field name.
Stream field
Incoming PDI field name.
Use external id?
Set to Y or N to indicate whether the field links to an external ID. To resolve an external ID, Salesforce uses:
ObjectName.ColumnName/Relationship |
(Optional) Select Edit mapping to define custom mappings (for example, map a single PDI field to multiple Salesforce fields).
Metadata injection support
All fields of this step support metadata injection. You can use this step with ETL metadata injection to pass metadata to your transformation at runtime.
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