Salesforce Connector¶

Overview¶

This topic provides information about using Jitterbit Harmony Cloud Studio to connect to Salesforce. Typically, this is done using the Salesforce connector (though standards-based connectors for REST and SOAP APIs are also available).

This topic covers information on connecting to Salesforce organized into three types of documentation:

• Salesforce Connector Configuration: These pages cover reference information on the basics of Salesforce connector configuration:
  • Connection: Establishes access with a specific Salesforce endpoint.
  • Query Activity: Queries data from a Salesforce endpoint and is intended to be used as a source in an operation.
  • Insert Activity: Inserts new data in a Salesforce endpoint and is intended to be used as a target in an operation.
  • Update Activity: Updates existing data in a Salesforce endpoint and is intended to be used as a target in an operation.
  • Upsert Activity: Both updates existing data and inserts new data in a Salesforce endpoint and is intended to be used as a target in an operation.
  • Delete Activity: Deletes data in a Salesforce endpoint and is intended to be used as a target in an operation.
  • Bulk Query Activity: Queries a large number of records from a Salesforce endpoint and is intended to be used as a source in an operation.
  • Bulk Insert Activity: Inserts a large number of new records in a Salesforce endpoint and is intended to be used as a target in an operation.
  • Bulk Update Activity: Updates a large number of existing records in a Salesforce endpoint and is intended to be used as a target in an operation.
  • Bulk Upsert Activity: Both updates a large number of existing records and inserts a large number of new records in a Salesforce endpoint and is intended to be used as a target in an operation.
  • Bulk Delete Activity: Deletes a large number of records from a Salesforce endpoint and is intended to be used as a target in an operation. Deleted records are stored in the Salesforce Recycle Bin prior to being permanently deleted.
  • Bulk Hard Delete Activity: Hard deletes a large number of records from a Salesforce endpoint and is intended to be used as a target in an operation. Hard deleted records automatically become eligible for deletion.
• Salesforce How-tos: These pages provide instructions on how to accomplish certain tasks with Salesforce integration projects:
  • Create a Salesforce External ID for Jitterbit: How to create a custom field in Salesforce to associate records with an external ID for use with Jitterbit.
  • Create Users in Salesforce: How to create additional front-end users in Salesforce.
  • Deploy a Custom Fields Package in Salesforce: How to import a pre-existing Salesforce custom fields package, verify the deployment of the custom fields package, and define custom field and security and accessibility.
  • Manually Add Custom Fields in Salesforce: How to manually add custom fields and define their accessibility in Salesforce.
  • Update Salesforce Picklist Values and Labels: How to use the Salesforce Tooling API to update picklist values and labels.
• Use Salesforce Functions: How to use a Salesforce connection with Salesforce functions.
  • Use Salesforce Jitterbit Variables:** How to use Salesforce Jitterbit variables.
• Salesforce Troubleshooting: These pages provide troubleshooting details for overcoming challenges with Salesforce integration projects:
  • Record Limits: Recommendations on enabling chunking if you run into Salesforce API record limits.

Additional Resources¶

To see how to use the Salesforce connector as a source for an operation with an FTP target, see the video Jitterbit Basics – Salesforce to FTP as JSON.