Using Components: Salesforce Destination

Use the Salesforce Destination component to store the output of your package into a Salesforce object.

To define the Salesforce destination:

  1. Add a Salesforce Destination component at the end of your dataflow.
  2. Open the component and name it.

Destination settings

  1. Define the parameters for connecting to your Salesforce as follows:
    • salesforce connection - either click the drop-down arrow and select an existing connection, or click (create new) to create a new connection.
    • destination object - select the target object in your Salesforce org.
    • operation type - the method of data manipulation in Salesforce:
      • Insert - appends data into the object. Note that you can't insert data into the id field.
      • Upsert - inserts new data into the object and updates existing data according to the selected upsert key
      • Delete - deletes data in the destination object by Salesforce ID.
    • upsert key - when operation type is upsert, you must map a key field and select it as the upsert key. This can be either the internal id field, or an external key field. The external key should not allow duplicate values.
    • salesforce fields - select fields from the target object to map data-flow fields into, or click "auto fill fields" to map fields automatically (see below).
    • batch sizenumber of records that are inserted to Salesforce in each batch (default 1000).
    • max errorsmaximum number of errors to tolerate when inserting data into Salesforce. Note that the actual number of errors may be greater than the maximum due to the parallel nature of the process.
  2. Map fields from your dataflow to fields in the target object. You can click the Auto-fill fields icon to automatically map data-flow fields to object fields according to name. When mapping fields to table columns, take into consideration the mapping of data types. If you map mismatched data types, the job will fail. When you map a data-flow field into a relation field, you should also select the relation field in the reference object. This can be either the internal Salesforce id field, or an external key. The external key in the referenced object should not allow duplicate values.

Creating packages

  1. Creating a new package
  2. Create a package from a template
  3. Working in the package designer
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  40. Using and setting variables in your packages
  41. System and pre-defined variables
  42. Validating a package
  43. Using pattern-matching in source component paths
  44. Using ISO 8601 string functions
  45. Using Expressions in Xplenty
  46. Xplenty Functions

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