Settings
Enter the upsert process settings in the following transformation step options.
Option
Description
Time out
Specify the interval in milliseconds before step timeout occurs. 60000 ms is the default.
Use compression
Select to compress (.gzip
) data when connecting between PDI and Salesforce.
Rollback all changes on
Revert changes unless all records are processed successfully. When you select this option, records without errors are inserted and updated, while records with errors are marked as failed in the upsert results. The default behavior is to allow partial success of upserted results.
Batch Size
Indicate the maximum number of records to collect before the upsert is committed. 10 records is the default.
Module
Select the module (table) in which you want to update and insert records. Account is the default module.
This list will be populated upon successfully authenticating to Salesforce using the Test connection button.
Upsert Comparison Field
Specify the Salesforce ID of the field to use as a basis of comparison to determine if you are updating an existing record or inserting a new record. Id is the default.
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