Salesforce Connector Configuration¶
Summary¶
The Salesforce connector provides an interface for entering user-provided input such as credentials to create an authenticated Salesforce connection. That connection provides the foundation to configure associated Salesforce connector activities that interact with the connection. Together, a specific Salesforce connection and its activities are referred to as a Salesforce endpoint.
Prerequisites and Supported API Versions¶
The Salesforce connector supports using Harmony Cloud or Private Agents that are version 9.4.2 or higher.
A Salesforce account that does not have multi-factor authentication (MFA) enabled is required. To configure a Salesforce account without MFA, make sure that the Permission Set assigned to the Salesforce system integration login does not have the selection Multi-Factor Authentication for API Logins. System integration login types are exempt from Salesforce's MFA requirement, as described by Salesforce in Is MFA required for my integration users? in their documentation Salesforce Multi-Factor Authentication FAQ.
The API version that the connector uses for non-bulk activities depends on the Harmony Agent version:
| Harmony Agent Version | Salesforce SOAP API Version | Salesforce Release |
|---|---|---|
| 11.23 or later 10.85 or later | 60.0 | Spring '24 |
| 11.18 to 11.22 10.80 to 10.84 | 59.0 | Winter '24 |
| 11.11 to 11.17 10.73 to 10.79 | 58.0 | Summer '23 |
| 11.7 to 11.10 10.69 to 10.72 | 57.0 | Spring '23 |
| 11.0 to 11.6 10.55 to 10.68 | 54.0 | Spring '22 |
| 10.44 to 10.54 | 52.0 | Summer '21 |
| 10.42 to 10.43 | 51.0 | Fall '21 |
| 10.28 to 10.41 | 50.0 | Winter '21 |
| 10.23 to 10.27 | 49.0 | Summer '20 |
| 10.17 to 10.22 | 48.0 | Spring '20 |
| 10.11 to 10.16 | 47.0 | Winter '20 |
| 10.3 to 10.10 | 45.0 | Spring '19 |
| 9.8 to 10.2 | 44.0 | Winter '19 |
| 9.4.2 to 9.7 | 41.0 | Winter '18 |
The SOAP-based Salesforce Bulk API is used for bulk activities.
The Salesforce Bulk API uses a X-SFDC-Session header populated with a session ID fetched using a Salesforce SOAP API login() call for valid requests.
Agent upgrades that skip Salesforce SOAP API versions implicitly include support for intermediate API versions.
Refer to documentation provided in the links above for information on the schema fields.
Connector Overview¶
This connector is used to first configure a Salesforce connection, establishing access to Salesforce, and then used to configure one or more Salesforce activities associated with that connection as a source or target within an operation.
Standard Salesforce Activities¶
- Query: Queries data from a Salesforce endpoint and is intended to be used as a source in an operation.
- Insert: Inserts new data in a Salesforce endpoint and is intended to be used as a target in an operation.
- Update: Updates existing data in a Salesforce endpoint and is intended to be used as a target in an operation.
- Upsert: 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: Deletes data in a Salesforce endpoint and is intended to be used as a target in an operation.
Bulk Salesforce Activities¶
Salesforce bulk activities are faster and scale better than non-bulk Salesforce activities, but should be used only if you do not need to use a transformation to change data prior to reaching the target.
- Bulk Query: Queries a large number of records from a Salesforce endpoint and is intended to be used as a source in an operation.
- Bulk Insert: 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: 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: 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: 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: 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.
Accessing the Connector¶
The Salesforce connector is accessed from the design component palette's Connections tab (see Design Component Palette).
