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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:
|Table of Contents|
Start the Wizard
- To start the wizard, click the Salesforce Insert button in the Jitterbit Connect Wizard menu, which opens the wizard.
Multiexcerpt include MultiExcerptName sf-login PageWithExcerpt Salesforce Query Wizard
Select the Salesforce Object
Define the Source
Create a Schedule and Set Options
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.
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.
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.
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 such as Salesforce Login, Read data from, Mappings, Operation, and Run on Schedule by clicking their adjacent Edit button.
- The Run Insert, Test Insert, Result History, 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.
These advanced options are available for a Salesforce Insert:
- 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.
- 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.
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