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Creating a Salesforce Update Operation

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

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.

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 Update 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 being inserted in the Salesforce Insert. Select one of:

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

If your source is a flat text file, you can optionally add a field-validation step.

You have the option of adding a source later in your development of the project. For details on the different sources, see the documentation on Sources

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:
  • To use an existing Source, select the existing source from the dropdown, as shown for this Local File:

  • 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.

  • Click the Next button to move to the Confirm File Type screen.

Confirm File Type

  • The applicable radio button should be selected by default based the filename suffix. Adjust as required:
  • Click Next at the bottom to move to the Select File Format screen.

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 Text Document definition:

  • Complete the fields and controls:
    • Name: Enter the name of your new file format
    • 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
    • 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:

Select the Options for your file format:

    • CSV file, with header: Creates a CSV file with the field names as the first line of the file.

    • CSV file, without header: Creates a CSV file without the field names at the beginning of the file.

    • Delimited file, with header:  Creates a delimited file, using the delimiter you provide in the Delimiter textbox, with the field names as the first line of the file.

    • Delimited file, without header:  Creates a delimited file, using the delimiter you provide in the Delimiter textbox, without the field names at the beginning of the file.

    • Select from existing file format, or create by hand:  Allows you to select a file format that already exists, or create a custom file format.

    • Review File Format: If this checkbox is checked, the wizard will allow you to review the automatically-created file format.  This option is not enabled if you have chosen the “Select from existing File Format, or create by hand” radio button.  See Flat File Field Validation for more on this subject.

Select or Create a File Format 

  • If you chose the Select from existing File Format, or Create by Hand” option, 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 one, select Create New from the dropdown, which expands the screen to display the File Format fields. In the example below, we are creating the Text Document Definition by selecting Create New.

  • If the text file has a header, check the appropriate Box so Jitterbit Harmony doesn’t attempt to process the header as if it were a data row.

  • Complete the Fields as follows:

    • Name: Enter the Name of your new file format.

    • Select Document Type: Select one of the radio buttons. In this example, we leave the Simple Text Document radio button selected.

    • Select Document Format: Select one of the radio buttons. In this example, we leave the Character Delimited radio button selected.

    • Create Manually: For details on this option, click here to view information on Text Structures [folder for creating text documents].

    • Create From File: Click this button to display the Template screen. In this example, we click the Create From File button.

Complete the fields as follows:

  • Template file typeUse the dropdown to select a Template File Type.

  • Delimiter boxDefaults to comma delimiter.

  • Select a template fileSelect a Template File from the dropdown. Or you can click the Browse button to navigate to a template.

  • File contentThis window auto-populates once you select a Template File.

When you have completed your entries:

  • OKClick this Button to save your entries and return to the Source screen.

  • CancelClick this Button to return to the wizard without saving your entries.

  • HelpClick this Button for screen help.

When you click OK, the Source screen expands to show the Delimiter and Qualifier as well as the Segment Properties section.

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.

  • 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 the wizard’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, 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 Update

  • Once completed, you will be taken to the summary screen for the new Salesforce Update.
  • 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 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.

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:  Sep 17, 2018

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