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Creating a Salesforce Insert Operation

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

The wizard follows these steps:

NOTE: Harmony Agent and Design Studio versions 10.11 and higher support Salesforce API version 47 from the Salesforce Winter '20 release.

When opening an existing project that uses a previous Salesforce API version, depending on the agent and Design Studio version currently in use, 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.)

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 Insert  button in the Jitterbit Connect Wizard menu, which opens the wizard.

Salesforce Login

  • 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

  • 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.

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 making 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.

  • Click the Response Option checkbox if you need to interact with the response from Salesforce and want to map information directly from that response:

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

Summary Screen

On the Summary, you can edit the Name given to the wizard and specify whether to use Jitterbit’s Automapper to map the data:

  • Click Map & Finish to complete the wizard.
  • If you need to create or approve a transformation mapping, you will be taken to that screen.
  • Otherwise, the design items for your insert 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 Insert page.

Transformation Mapping

If you chose Select an existing File Format (or created a new one) in the Target screen of the wizard, the transformation mapping appears in your work area.

  • If you specified the  Use Automapper checkbox, most or all of the field mapping may be completed. Complete any manual mapping as appropriate.
  • A mapping is shown as a line between items in the Source (left) and Target (right) columns.
  • A green line indicates a valid mapping and is further indicated by the presence of a blue square next to each validly mapped item name.
  • A red line indicates an invalid mapping.
  • A yellow line indicates that a mapping is of questionable validity; however, the operation will attempt the transformation with that mapping.
  • You can complete the mapping on the Transformation tab by dragging and dropping from the Source on the left to the Target on the right. When you do so, and a valid mapping is the result, the Target item will take on the same name as the Source item, and a blue square will appear to the left of both the Source and Target items.
  • To save your transformation, click the down arrow on the Status ribbon and select Save.

Complete the mapping as required and click Finish to complete the wizard and the creation of the design items. 

Completed Salesforce Insert

  • Once completed, you will be taken to the summary screen for the new Salesforce Insert.
  • 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 by clicking their adjacent Edit button.
  • Advanced Options including operation options such as chunking and field truncation. They are covered below.

Advanced Options

These advanced options are available for a Salesforce Insert:

File Options

  • Read as UTF-8: Select to read the source file as UTF-8 character encoding.
  • Date Options: Displays a dialog to set the date options for the source. See the Salesforce Advanced page.
  • Source file has a header: Select to indicate if there is a header and ignore it as not data.
  • Start at data row: Gives the row number of the first row of the source file to be considered as data.

Operation Options

  • Retry Policy: Displays a dialog to set the retry policies. See the Salesforce Advanced page.
  • Chunking settings: Displays a dialog to set the chunking settings. By default, chunking is enabled with a chunk size of 200 and a maximum number of 2 threads. See the Salesforce Advanced page.
  • Insert null values: If selected, allows the insertion of null values into a record.
  • Compress: By default, compression is turned on.
  • Allow field truncation: If selected, if a value for certain Salesforce datatypes is too large, the value is truncated; otherwise, too large values raise an error instead.
  • All or none: If selected, any failed records in a call cause all changes for the call to be rolled back.
  • Duplicate Records Rules:
    • Allow save: If selected, allows the saving of duplicate records, bypassing any Salesforce alerts.
    • Include record details: If selected, returns fields and values for records detected as duplicates; otherwise, only record IDs are returned.
    • Run as current user: If selected, the sharing rules for the current user are enforced.

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

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

To run the operation, press the Run… button.

  • If the project has not already been deployed, or has been changed since the last deploy, it will automatically be deployed.
  • The Test… button can be be used to check the operation without actually running the full operation.

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

The Result History button will give historical run information once it is available, if a Private Agent is used.

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Last updated:  Oct 02, 2019