This page described how to create a Salesforce Query operation using the Jitterbit Connect Salesforce Query Wizard.
The wizard follows these steps:
The target is the destination of the data retrieved from the Salesforce Query. Select one of:
For details on the different targets, see the documentation on Targets.
|NOTE: If you are creating a local file target 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.)|
In the case of a Location File Target, you can directly give a filename of where you want the data stored.
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:
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:
Complete the mapping as required and click Finish to complete the wizard and the creation of the design items.
These advanced options are available for a Salesforce Query:
Additional operation options for chunking and writing success and failure records are described on the Salesforce Advanced page.
Deploy the Project
Deploying a project before running is not required as it will automatically be deployed if needed.
To deploy the project, either:
The project deploy process begins sending the project to Jitterbit Harmony, and a progress message appears.
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.
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: