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Creating a Salesforce Bulk Process Operation

This page described how to create a Salesforce Bulk Process operation using the Jitterbit Connect Salesforce Bulk Process Wizard.

With the Bulk Process wizard, you can process a large number of records in an Upsert, Insert, Update, Delete, Hard Delete or Query action.

If you need to load or export a large volume of records, and you do not need to transform any of the fields, we recommend using a Bulk Process operation, which is faster and scales better than Update or Upsert operations. 

Bulk Process currently supports only CSV file sources with a header. Databases are not supported. A Bulk Process requires an external ID field for the target that is appropriately mapped to a source field.

A Bulk Process supports these data types:

  • Base-64
  • Boolean
  • Date formats
  • Double
  • Integer
  • Salesforce ID
  • String

The wizard follows these steps:

NOTE: When opening an existing project that uses a previous Salesforce API version, you will be prompted to upgrade to the latest supported Salesforce API version. (An upgrade to a higher version implicitly includes all the features and objects of prior versions.)

The version of Salesforce REST API that is available depends on the Harmony Agent and Design Studio version you are using. See Prerequisites and Supported API Versions for more information.

NOTE: The difference between Delete and Hard Delete is that with a Delete, the deleted records are stored in the Salesforce Recycle Bin. With a Hard Delete, they become immediately eligible for deletion. The Salesforce Recycle Bin lets you view and restore recently deleted records for 15 days before they are permanently deleted. There is limit on the size of the Recycle Bin; once exceeded, records can automatically become eligible for deletion. Consult the Salesforce documentation for details.

Start the Wizard

  • Click the  icon at the top of the screen to display the Jitterbit Connect dialog window:

  • To start the wizard, click the Salesforce Bulk Process button in the Jitterbit Connect Wizard menu, which opens the wizard.

Specify the Bulk Process Action

  • Select the Bulk Process action from the radio buttons: UpsertInsertUpdateDeleteHard Delete or Query.
  • As only one of these actions can be selected for each Bulk Process wizard,e create additional Bulk Process wizards for other actions.
     

Enter the Salesforce Login Information

  • If you have already created a Salesforce Org login, connection details will appear in the Query wizard. You may wish to click the Test Salesforce Login button to check the connection.

  • If you have not yet created a Salesforce login, or you need to use different credentials, select Create New… from the dropdown menu below Select or create a Salesforce Org.
  • Note that any changes you make in this page of the wizard will be automatically saved to the Salesforce Org shown on the page. See the Salesforce Org page for details.
  • On the Salesforce Login screen, click Next to move to the next screen. (If required, you can click the  Back  button to return to the previous screen in any of these screens.)

Select the Salesforce Object

If you choose an Upsert Bulk Process Action, you will be required to specify an external ID field.

Select the Salesforce Object: Upsert Bulk Process Action

  • On the Object screen you specify the Salesforce Object and the External ID Field that the operation will use.
  • Simplify your view by typing the first few letters of an object's name in the Filter text entry box, or click the Objects to show dropdown menu and select from either Standard Common ObjectsAll Custom Objects, or All Objects.

  • Select the desired Salesforce Object:

Select an External ID Field

  • Click the Select Field… button to select an external ID field. In this example, the Account object and then the Id field were selected: 
WARNING: The field used as the external ID should have a unique value for each record. If you have multiple records with the same external ID value, an error response from Salesforce will be returned and the upsert will fail for the records with duplicate IDs.
  • Click Next to move to the Source screen.

Select the Salesforce Object: Insert, Update, Delete, Hard Delete, Query Bulk Process Actions

  • On the Object screen you specify the Salesforce Object that the operation will use.
  • Simplify your view by typing the first few letters of an object's name in the Filter text entry box, or click the Objects to show dropdown menu and select from either  Standard Common ObjectsAll Custom Objects, or All Objects.
  • Select the desired Salesforce Object. In this example, acc has been entered in the Filter box and Account selected.

  • Click  Next  to move to the Source screen.

Define the Source

Select Where Your Source Data Comes From

The source is the location of the data to be used by the operation.

  • If a File Source (Local File, FTP Site, File Share, or Temporary Storage):
    • What is the file type: text, XML, or JSON?
    • What is the file format structure: CSV or delimited?
    • What is the field format schema?
    • Is validation of the source file contents required? (If your source is a flat text file, you can optionally add row and field validation.)
  • If a Database Source, what is the connection information and SQL to retrieve the data?
  • If an LDAP Source, what are the object classes, attributes, and search parameters to retrieve the data?

The screens presented vary depending on your answers to these questions.

If you prefer, you can instead add a source later in your development of the project. For details on the different sources, see the documentation on Sources

NOTE: The screenshots shown may vary slightly from what is displayed when you use the wizard, as they are based on one of the wizards. The steps for configuring a source are the same for all Salesforce wizards.

Select one of:

  • An existing Source Type from the dropdown menu (one of Local File, FTP Site, File Share, Temporary Storage, Database, HTTP, LDAP, or None); or 
  • Click the Select or Create New button to create a new Source of the currently selected type; or
  • Choose None if you intend to provide explicit values for the data that do not come from other Sources.

Creating A New Source

To create a new Source, select the Create New… option from the dropdown menu. The New Source fields display. For example, when creating a new Local File Source, you will see fields similar to these:

NOTE: The type of source selected will determine the parameters to enter. See the documentation on Sources for details.

File Sources

For file sources (Local File, FTP Site, File Share, or Temporary Storage), you need to specify or create a source and then specify or create a file format to use with that source. If the file suffix cannot be used to determine the file type, you will be prompted to confirm the file and the file type.

Local File

NOTE: If you are creating a local file source for the first time, you must first enable local file locations in each Jitterbit Private Agent configuration. (A Local File can be used only with Private Agents.)
  • Specifying a Local File as a source:


  • Confirming selected file after reviewing the first ten lines of the file:

FTP Site, File Share, or Temporary Storage

  • Specifying an existing FTP Site as a source:
  • Click the Next button to move to the Confirm File Type screen.

Confirm File Type

  • If the file type cannot be confirmed based on the filename suffix, you will be asked to confirm the type. Adjust as required:
  • If the filename can be confirmed based on the filename suffix, you will be asked to select the options for creating a file format:
  • If you select the Review File Format, the Next button to move to the Select File Format screen. Otherwise, click the Next button to move to Create a Schedule and Set Options.

Select File Format

  • You can either select an existing File Format or create a new one.
  • To select an existing File Format, select the name from the dropdown:
  • To create a new file format, select Create New from the dropdown menu, which expands the screen to display the File Format fields. The example below shows the creating of a new File Format for a simple Text Document definition:

  • Complete the field and controls:
    • Name: Enter the name of the new file format
    • To Create Manually:
      • Select Document Type: Specify the document type as either Simple or Complex
      • Select Document Format: Specify as either Character Delimited or Fixed Field Widths
      • Create Manually: For details on creating the file format manually, see these instructions on Defining File Formats
    • To create From Sample File:
      • Click Create From File to open a dialog to specify the file structure using a file as a template
  • In this example, the Create From File was clicked and a CSV file was specified to use as a template:
  • Complete the fields and controls:
    • Template file type: Use the dropdown to select a template file type
    • Delimiter: Defaults to a comma delimiter
    • Select a template file: Select a template file from the dropdown, enter a path, or click the Browse button to navigate to a file to use as a template
    • File content: An auto-populated window showing a preview of the file contents
  • When you click OK, the Source screen changes to show the new File Format, with its Delimiter & QualifierValidation, and Segment Properties sections:
  • See Defining File Formats for additional information, including row and field validation for simple (flat) text file formats.

Review the File Format Structure

  • Click the Review Structure button in the lower left corner of the screen. A dialogue displays the fields you have selected for your upsert:
  • If the structure needs correction, edit the structure in the Define Segment Properties section before continuing.
  • If all elements are correct, click Next to continue to move to Create a Schedule and Set Options.

Database Source

  • Choose to enter the required SQL either manually or using the wizard:
  • Manually entering the SQL statement and then using the Check Syntax button:
  •  Using the wizard, specify the tables to use:
  • Using the wizard, specify the SQL Where clause to use:

LDAP Source

  • Specifying an LDAP Source:
  • Selecting the Object Class(es):

  • Selecting the Attributes:
  • Defining the Search Parameters:
  • When finished, click the Next button to move to Create a Schedule and Set Options.

Transformation Mapping


  • Map headers in the Source File to the corresponding Salesforce fields.
  • NOTE: Aside from the headers, Bulk Process does not involve any other mappings.
  • You can map:

    • By dragging and dropping a Source File Header to a Salesforce Field.

    • By selecting Source and Salesforce fields together and then clicking the Map button. 

  • The AutoMap button maps based on matching names between the Source File Headers and the Salesforce Fields.

  • The Import Mappings from File button imports a previously saved set of mapping from a file.

  • The Save Mappings to File button saves all of the mappings to a local file.
  • The Map button maps between selected source and target fields.
  • The Remove button removes a selected mapping. 

  • The Start Over button deletes all of the mappings and starts over.
  • Click Next to display the Options screen with the word "Options" at the top of the screen highlighted in white.

  • When finished, click the Next button to move to Create a Schedule and Set Options.

Create a Schedule and Set Options

  • Creating or setting a schedule is both optional and can be done at a later time. For more details on scheduling, see Creating a Schedule.
  • You can edit an existing schedule by opening it in the Schedules folder of the Project Items panel and making any desired adjustments.
  • You can use this wizard screen to either add scheduling to an unscheduled operation or open the operation under the Project Items Panel and make the appropriate adjustments.
  • Set the OccurrenceDaily Frequency (hours or minutes) and Duration of the operation.
  • When setting Duration, be aware that Starting at and Ending at dates in a schedule are inclusive.
  • To display these options, open the disclosure triangles besides Occurrence, Daily Frequency, and Duration.

  • When finished, click Next to move to the Summary screen.

Summary Screen

On the Summary, you can edit the Name given to the wizard:
  • Click Finish to complete the wizard.
  • If you need to create or approve a transformation mapping, you will be taken to that screen.
  • The design items for your operation will be created and become visible in the Project Items panel on the left side of the screen and you will be taken to the operation's Salesforce Bulk Process page.

Completed Salesforce Bulk Process

  • Once completed, you will be taken to the summary screen for the new Salesforce Bulk Process.
  • You can return to this summary page by finding its operation name under Jitterbit Connect in the Project Items panel.
  • You can modify any of the design items in your project such as Salesforce Login, Mappings, Read data fromOperation, and Run on Schedule by clicking their adjacent Edit button.
  • The Run Query, Test Query, and Delete button functions are described below in Deploy the Project and Run the Operation
  • Advanced Options include operation options such as chunking and field truncation. They are covered below in Advanced Options.

Advanced Options

These advanced options are available for a Salesforce Bulk Process.

For an Upsert, Insert, or Update action:

For a Delete or Hard Delete action:

For a Query action:

File Options

  • Read as UTF-8: Select to read the source file as UTF-8 character encoding.
  • Write as UTF-8: Select to write the target file as UTF-8 character encoding.
  • Date Options: Displays a dialog to set the date options for the source. See the Salesforce Advanced page.
  • Start at data row: Gives the row number of the first row of the source file to be considered as data.

Operation Options

  • Batch Settings: Displays a dialog to set the batch settings. See the Salesforce Advanced page.
  • Serial mode: If selected, allows the insertion of null values into a record.
  • Compress data: By default, compression is turned on.
  • Chunking is not available for Batch Process operations. See Batch Settings on the Salesforce Advanced page instead.

Additional operation options for writing success and failure records are described on the Salesforce Advanced page.

Deploy the Project and Run the Operation

Deploy the Project

Deploying a project before running is not required as it will automatically be deployed if needed. 

To deploy the project, either:

  • Click the Deploy icon on the toolbar; or
  • On the Project Items panel right-click on the Name of the project just created, and then left-click Deploy on the resulting dropdown menu; or

  • Right-click Operations at the top of the Project Items panel and then left-click Deploy on the resulting dropdown menu.

The project deploy process begins sending the project to Jitterbit Harmony, and a progress message appears.

  • To run the progress message in the background, click Run in Background.

  • To cancel the deploy process, click Cancel, which returns you to the previous screen.

The operation is now complete and deployed.

Run the Operation

This image shows the buttons available on the Salesforce Wizard summary pages. The labels (such as Run Query or Run Insert) will vary depending on the wizard that you are using. The Result History button is not available on the Salesforce Queries summary page and the Test… button is not available on the Salesforce Bulk Processes summary page.

  • Press the appropriate Run… button to place the operation in the queue for execution. 
    • If the project has not already been deployed, or has been changed since the last deploy, it will automatically be deployed. See Operations for additional information on creating, deploying, and running operations.
    • The Operation Monitor displays at the bottom of the screen tracking the status, time received, time started, and the time the operation completed processing.
    • When the operation completes processing, the Result popup displays the time of completion, the status, the number of records that successfully processed, and the number of records that failed to process. The View success file and View failure file buttons are described below.
  • Press the Test… button to test the operation. This option is intended to test the operation only in an environment that is connected to a Salesforce Sandbox and should not be used in a production environment. Selecting Test Insert on the Salesforce Inserts summary page, for example, processes and inserts the first 200 records into the Salesforce Sandbox. Note: The Test… button is not available on the Salesforce Bulk Processes summary page.
  • Press the Result History button to display a popup list of recent activity including the time completed, status, the number of records processed successfully, and the number of records that failed to process. Select a result in the list to enable the View success file and View failure file buttons, which are described belowNote: The Result History button is not available on the Salesforce Queries summary page.
  • Press the Delete button to delete the operation from the project.
    • The Confirm delete popup window displays. Click Delete to confirm and delete the operation.
    • The Delete Wizard Items? popup displays the associated operation components.
      • Select Yes to delete the associated wizard objects in addition to the insert operation.
      • If you select No, the wizard objects remain available within the project. NOTE: Only the insert operation is deleted.
      • Selecting Cancel cancels the deletion of the insert operation and the associated wizard objects.

See Operations for additional information on creating, deploying, and running operations.

Viewing Success and Failure Files

Viewing success and failure files is available if you are running operations on a Private Agent. The buttons View Success file and View failure file are available after you press the Run... button or the Result History button as described above and then select one of the results. This is an example of the Result History popup window, showing the buttons and a selected result:

  • View success file: If you are running the operation on a Private Agent, selecting the View success file button displays the first 100 records that successfully processed within a popup window.
  • View failure file: If you are running the operation on a Private Agent, selecting the View failure file button displays the first 100 records that failed to process within a popup window.
  • In this example, three records are shown:

    • Copy File To...: This button saves the success or failure records to a CSV file. The default file name is salesforce.csv.

    • Open External Program: This option is currently not available.

NOTE: The success and failure files are available for viewing from the Private Agent for 14 days by default. The files are automatically deleted from the Private Agent after 14 days by the Jitterbit File Cleanup Service. The number of days the files are saved can be changed by editing the jitterbit.conf file in the [ResultFiles] section (see Editing the Configuration File). You can also change the success and failure file rules by Editing the Jitterbit File Cleanup Service Rules for Private Agents.

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Last updated:  Feb 03, 2020