Salesforce Upsert
Description
Salesforce Upsert inserts new records or updates existing records in Salesforce modules using the Salesforce Web Service API. It uses an external ID field to determine whether each record already exists — inserting it if not found and updating it if a match is found. Use this step when your workflow needs to synchronize data with Salesforce without separately handling inserts and updates — for example, maintaining a product catalog, syncing customer data from an external system, or loading bulk data where records may or may not already exist.
Configurations
| Field Name | Description |
|---|---|
| General Tab: | |
| Connection | |
| SalesForce Webservice URL | This is the URL to the SalesForce Webservice. Note: This URL is dependent on the API version you are using. |
| Username | Username for authenticating to Salesforce (i.e. myname@automationedge.com). |
| Password | Password for authenticating to Salesforce. Enter your password followed by your security token. If your password is 'PASSWORD' and your security token is 'TOKEN', enter 'PASSWORDTOKEN' in this field. |
| Setting: | |
| Time out | Configure the timeout interval in milliseconds before the step times out. |
| Use compression | Enable checkbox to use compression. |
| Rollback all changes on | Enable this checkbox to ensure complete success or to rollback all changes. |
| Batch size | This is the number of rows to commit as a batch. |
| Module | Select the module for which you wish to update data. Note: This list will be populated upon successfully authenticating to Salesforce using the Test Connection button. |
| Upsert Comparison field | The field used to compare the module field and stream field. |
| Output Fields: | |
| Salesforce id fieldname | This is the ID of the fieldname inserted. |
| Fields: | |
| Output Fields: | |
| Salesforce id fieldname | This is the ID of the fieldname inserted. |
| Fields: | |
| Dynamic Fields as JSON format | Enable checkbox to accept field names as JSON input. In the JSON text you can have dynamic fields to insert rather than static fields as provided in the table provided. |
| JSON | About JSON text: If ‘Accept Fields as JSON’ checkbox is enabled this field is activated. Choose a field containing the JSON text. JSON text should contain key-value pairs enclosed by double quotes (“) enclosure. Provide all the required or mandatory fields as well as other fields to be updated as keys in the JSON. Note: The JSON could be from any input step such as Generate rows, Text File input, Excel Input Et al. JSON text can only be accepted from input fields from previous steps and not as files directly. JSON text can also be specified by a parameter already defined. Sample JSON key value pairs: |
| Table: | Tabular selection of fields to be updated. |
| Module field | Select a Module. |
| Stream field | Select a field from stream. |
| Use External id? | (Y/N) |