# Salesforce Update

The Salesforce Update step updates records in Salesforce using the Salesforce web service.

### See also

* [Salesforce Input](/pdia-data-integration/pdi-transformation-steps-reference-overview/salesforce-input.md)
* [Salesforce Insert](/pdia-data-integration/pdi-transformation-steps-reference-overview/salesforce-insert.md)
* [Salesforce Upsert](/pdia-data-integration/pdi-transformation-steps-reference-overview/salesforce-upsert.md)
* [Salesforce Delete](/pdia-data-integration/pdi-transformation-steps-reference-overview/salesforce-delete.md)

### General

* **Step name**: Specify the unique name of the Salesforce Update step on the canvas. You can customize the name or leave it as the default.

### Connection

| Option                        | Description                                                                                                                                       |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Salesforce webservice URL** | URL of the Salesforce web service. The URL depends on the Salesforce API version used by PDI. Salesforce API versions 47.0 to 60.0 are supported. |
| **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.                                                                           |

### Update settings

| Option                            | Description                                                                                                                                                                        |
| --------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **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 update. Default is `10`.                                                                                                |
| **Module**                        | Salesforce module/object to update (default is `Account`). This list is populated after a successful **Test connection**.                                                          |

### 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.

| Column               | Description                                                                                                          |
| -------------------- | -------------------------------------------------------------------------------------------------------------------- |
| **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.

### Metadata injection support

All fields of this step support metadata injection. You can use this step with [ETL metadata injection](/pdia-data-integration/pdi-transformation-steps-reference-overview/etl-metadata-injection.md) to pass metadata to your transformation at runtime.


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