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Salesforce Configuration

Summary

The Jitterbit Harmony 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 activities that interact with the connection.

Prerequisites and Supported API Versions

The Salesforce API version that is used depends on the agent version you are using:

Harmony Agent VersionSalesforce REST API VersionSalesforce Release
9.4.2 to 9.741.0Winter '18
9.8 to 10.244.0Winter '19
10.3 to 10.1045.0Spring '19
10.11 to 10.1647.0Winter '20
10.17 or higher48.0 (Current)Spring '20

Salesforce REST API versions 41.0 and higher use Salesforce Bulk API 2.0 for bulk activities.

Agent upgrades that skip Salesforce REST API versions implicitly include support for intermediate API versions.

Refer to documentation provided in the links above for information on the schema fields.

The Salesforce connector supports using Jitterbit Harmony Cloud or Private Agents that are version 9.4.2 or higher.

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 connection and is used as a source in an operation.
  • Insert: Inserts new data in a Salesforce connection and is used as a target in an operation.
  • Update: Updates existing data in a Salesforce connection and is used as a target in an operation.
  • Upsert: Both updates existing data and inserts new data in a Salesforce connection and is used as a target in an operation.
  • Delete: Deletes data in a Salesforce connection and is 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 connection and is used as a source in an operation.
  • Bulk Insert: Inserts a large number of new records in a Salesforce connection and is used as a target in an operation.
  • Bulk Update: Updates a large number of existing records in a Salesforce connection and is 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 connection and is used as a target in an operation.
  • Bulk Delete: Deletes a large number of records from a Salesforce connection and is 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 connection and is used as a target in an operation. Hard deleted records automatically become eligible for deletion.

Together, a specific Salesforce connection and its activities are referred to as a Salesforce endpoint.

Accessing the Connector

The Salesforce connector is accessed from the Connectivity tab of the design component palette by using the Show dropdown to filter on Connectors.

Once a connection is configured, activities associated with the endpoint are available by using the Show dropdown to filter on Endpoints and then clicking the Salesforce connection block:

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Last updated:  Jul 06, 2020

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