Salesforce Insert or Update Activity¶

Introduction¶

A Salesforce Insert activity inserts new data in a Salesforce endpoint, while a Salesforce Update activity updates existing data in a Salesforce endpoint. Both are intended to be used as a target to consume data in an operation. After configuring a Salesforce connection, you can configure as many Salesforce activities as you like for each Salesforce connection.

The Insert activity is used to create new records, while the Update activity is used to update records that already exist based on the ID of the object in Salesforce. If instead you want to use an external ID field to (1) insert records if they do not already exist, as well as (2) update records if they already exist, use a Salesforce Upsert activity.

Create a Salesforce Activity¶

An instance of an activity is created from a connection using an activity type.

To create an instance of an activity, drag the activity type to the design canvas or copy the activity type and paste it on the design canvas. For details, see Creating an Activity Instance in Component Reuse.

An existing activity can be edited from these locations:

• The design canvas (see Component Actions Menu in Design Canvas).
• The project pane's Components tab (see Component Actions Menu in Project Pane Components Tab).

Configure a Salesforce Insert or Update Activity¶

The steps to configure a Salesforce Insert or Update activity are the same. Follow these steps to configure either of these activities:

• Step 1: Enter a Name, Select an Object, and Specify Settings Provide a name the activity and select an object to be used when inserting or updating data.
• Step 2: Review the Data Schemas Any request and response schemas generated from the endpoint are displayed.

Step 1: Enter a Name, Select an Object, and Specify Settings¶

In this step, you provide a name for the activity and select an object to be used when inserting or updating data.

• Name: Enter a name to use to identify the Salesforce Insert or Update activity. The name must be unique for each Salesforce Query activity and must not contain forward slashes (/) or colons (:).

• Select the Object Reference: Use the dropdown to select a Salesforce standard or custom object to insert or update data. Enter any part of the object name into the search box to filter the list of objects. The search is not case-sensitive.

  Tip

  If the dropdown does not populate with available objects, the Salesforce connection may not be successful. Ensure you are connected by reopening the connection and retesting the credentials.

• Refresh: Click the refresh icon to reload objects from the Salesforce endpoint. This may be useful if you have recently added objects to Salesforce.

• Optional Settings: Click to expand additional optional settings:

  

  • Operation Options: These options apply to an operation that a Salesforce Insert or Update activity is used within.

    Tip

    Additional options can be set in an operation's operation options.

    • Insert Null Values: Select the checkbox to allow null values to be inserted or updated. If this option is not selected, if a value being mapped has a null value or is blank (has an empty string), it is not processed.

• Save & Exit: If enabled, click to save the configuration for this step and close the activity configuration.

• Next: Click to temporarily store the configuration for this step and continue to the next step. The configuration will not be saved until you click the Finished button on the last step.

• Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.

Step 2: Review the Data Schemas¶

In this step, any request or response schemas generated from the endpoint are displayed:

• Data Schema: The request and response data schemas are displayed. If the operation uses a transformation, the data schemas are displayed again later during the transformation mapping process, where you can map to target fields using source objects, scripts, variables, custom values, and more.

  The version of Salesforce REST API that is used depends on the Harmony Agent version you are using. See Prerequisites and Supported API Versions for links to documentation on the schema fields.

  Warning

  For a Salesforce Insert activity only, the Salesforce record ID cannot contain a mapping.

  Note

  To refresh a data schema in an existing activity, you must advance through each activity configuration step again, making at least one change (such as adding and removing a character from the end of the name of the activity) to force a refresh of the schema.

• Back: Click to temporarily store the configuration for this step and return to the previous step.

• Finished: Click to save the configuration for all steps and close the activity configuration.

• Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.

Next Steps¶

After configuring a Salesforce Insert or Update activity, you can use it within an operation as described below. After running an operation containing a Salesforce activity on a Private Agent, you can download the operation's success and failure files.

Complete the Operation¶

After configuring a Salesforce Insert or Update activity, complete the configuration of the operation by adding and configuring other activities, transformations, or scripts as operation steps. You can also configure an operation's operation settings, which include the ability to chain operations together that are in the same or different workflows.

Once a Salesforce Insert or Update activity has been created, menu actions for that activity are accessible from the project pane in either the Workflows or the Components tabs, and from the design canvas. See Activity Actions Menu for details.

Salesforce Insert or Update activities can be used as a target with these operation patterns:

• Transformation Pattern
• Two-target Archive Pattern (as the first target only)
• Two-transformation Pattern (as either the first or second target)

Operations that contain a Salesforce activity can have only one Salesforce activity and cannot also contain any other activities except for those associated with the API, Database, File Share, FTP, HTTP, Local Storage, Temporary Storage, or Variable connectors.

A Salesforce activity can be used as an operation step in only a single operation. That is, you cannot reference the same activity multiple times within other operations. Instead, you can make a copy of a Salesforce activity to use elsewhere (see Component Reuse).

Other patterns are not valid using Salesforce Insert or Update activities. See the validation patterns on the Operation Validity page.

Within a transformation, if using the option to mirror a schema provided by a non-bulk Salesforce activity, then the resulting mirrored schema will automatically be created with an additional root node called records with the child node(s) mirroring the schema. When fields within the child node(s) are mapped to, the node becomes a loop node to allow all records to be looped through (see Loop Nodes under Data Structures).

Operations that use Salesforce activities can also have operation actions configured to trigger on a SOAP fault — an error resulting from an incorrect message format, header processing, or incompatibility. Operation actions can be configured to run an operation or send an email after a SOAP fault occurs. For instructions on triggering an action on SOAP fault, refer to Operation Actions.

To use the activity with scripting functions, write the data to a temporary location and then use that temporary location in the scripting function.

When ready, deploy and run the operation and validate behavior by checking the operation logs.

View Success and Failure Files¶

If you are running an operation containing a Salesforce activity on a Private Agent, success and failure files are available for download in the Runtime Operations page of the Management Console. Select the relevant operation in the Runtime Operations table and click the Activity Logs tab in the bottom section of the screen to display download links for the files if available:

• Download Success File: If you are running the operation on a Private Agent, click the Download link to save the success records as a CSV file.

• Download Failure File: If you are running the operation on a Private Agent, click the Download link to save the failure records as a CSV file.