To interact with data inside Salesforce® as part of a chain, add a step with a Salesforce connection command. For example:
- Load, extract, and delete data via SOQL and bulk operations
- Create and manage Salesforce objects
- Update and create records
To enable these commands, an IT admin first creates a Salesforce connector. The connector interacts with all versions of Salesforce Sales Cloud—Salesforce Essentials®, Lightning® Professional, Lightning Enterprise, and Lightning Unlimited—via the REST API.
Bulk delete
To delete a large volume of records based on a comma-separated values (CSV) file, use a Bulk delete command.
Note: If a record fails to delete, the command returns a CSV listing the row numbers of the failed records, along with the reason for the failure. You can use branching to perform actions when the command fails, or load the failures to Google® Drive for later analysis.
Properties
| Property |
Detail |
| Concurrency mode |
Select whether to process records at the same time or sequentially.
- To process records at the same time, select Parallel.
- To process records sequentially, select Serial.
Note: For a very large job, select Serial, as the volume of database connections could cause the job to fail in Parallel mode. However, Serial mode may result in much longer process times.
|
| SObject name |
Enter the type of SObject to perform the operation on. |
| Input file |
Enter the file that contains the records to delete. |
| File format |
Select whether Input file is CSV, JSON, or XML. |
| Batch size |
Enter the number of records to process per batch. We recommend you leave the default. |
| Wait for completion |
To poll Salesforce and only move to the next command when all records are processed, check this box. To trigger the command and immediately move onto the next step, uncheck this box. |
Outputs
| Output |
Output type |
| Bulk delete error log |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
Bulk insert
To insert a large volume of records based on CSV file, use a Bulk insert command.
Note: If a record fails to insert, the command returns a CSV listing the row numbers of the failed records, along with the reason for the failure. You can use branching to perform actions when the command fails, or load the failures to Google® Drive for later analysis.
Properties
| Property |
Detail |
| Concurrency mode |
Select whether to process records at the same time or sequentially.
- To process records at the same time, select Parallel.
- To process records sequentially, select Serial.
Note: For a very large job, select Serial, as the volume of database connections could cause the job to fail in Parallel mode. However, Serial mode may result in much longer process times.
|
| SObject name |
Enter the type of SObject to perform the operation on. |
| Input file |
Enter the file that contains the records to insert. |
| File format |
Select whether Input file is CSV, JSON, or XML. |
| Batch size |
Enter the number of records to process per batch. We recommend you leave the default. |
| Wait for completion |
To poll Salesforce and only move to the next command when all records are processed, check this box. To trigger the command and immediately move onto the next step, uncheck this box. |
Outputs
| Output |
Output type |
| Bulk insert error log |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
Bulk query
To query a large volume of records, use a Bulk query command.
Properties
| Property |
Detail |
| Concurrency mode |
Select whether to process records at the same time or sequentially.
- To process records at the same time, select Parallel.
- To process records sequentially, select Serial.
Note: For a very large job, select Serial, as the volume of database connections could cause the job to fail in Parallel mode. However, Serial mode may result in much longer process times.
|
| SObject name |
Enter the type of SObject to perform the operation on. |
| SOQL query |
Enter the SOQL query to execute. |
Outputs
| Output |
Output type |
| Bulk query results CSV |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
Bulk update
To update a large volume of records, use a Bulk update command.
Note: If a record fails to update, the command returns a CSV listing the row numbers of the failed records, along with the reason for the failure. You can use branching to perform actions when the command fails, or load the failures to Google® Drive for later analysis.
Properties
| Property |
Detail |
| Concurrency mode |
Select whether to process records at the same time or sequentially.
- To process records at the same time, select Parallel.
- To process records sequentially, select Serial.
Note: For a very large job, select Serial, as the volume of database connections could cause the job to fail in Parallel mode. However, Serial mode may result in much longer process times.
|
| SObject name |
Enter the type of SObject to perform the operation on. |
| Input file |
Enter the file that contains the records to update. |
| File format |
Select whether Input file is CSV, JSON, or XML. |
| Batch size |
Enter the number of records to process per batch. We recommend you leave the default. |
| Wait for completion |
To poll Salesforce and only move to the next command when all records are processed, check this box. To trigger the command and immediately move onto the next step, uncheck this box. |
Outputs
| Output |
Output type |
| Bulk update error log |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
Bulk upsert
To perform an upsert—to either update existing records or create new ones based on an external ID—on a large volume of records, use a Bulk upsert command.
Note: If a record fails to upsert, the command returns a CSV listing the row numbers of the failed records, along with the reason for the failure. You can use branching to perform actions when the command fails, or load the failures to Google® Drive for later analysis.
Properties
| Property |
Detail |
| Concurrency mode |
Select whether to process records at the same time or sequentially.
- To process records at the same time, select Parallel.
- To process records sequentially, select Serial.
Note: For a very large job, select Serial, as the volume of database connections could cause the job to fail in Parallel mode. However, Serial mode may result in much longer process times.
|
| SObject name |
Enter the type of SObject to perform the operation on. |
| Input file |
Enter the file that contains the records to upsert. |
| File format |
Select whether Input file is CSV, JSON, or XML. |
| Batch size |
Enter the number of records to process per batch. We recommend you leave the default. |
| Wait for completion |
To poll Salesforce and only move to the next command when all records are processed, check this box. To trigger the command and immediately move onto the next step, uncheck this box. |
| External ID |
To identify whether a record already exists or needs to created, enter the external ID field required for the object involved in the upsert. |
Outputs
| Output |
Output type |
| Bulk upsert error log |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
Create record
To create a new record in Salesforce, use a Create record command.
Properties
| Property |
Detail |
| Name |
Enter the name of the SObject to create the record under. |
| Fields |
Enter the record fields to update, in the format of FIELD_NAME:VALUE. |
Outputs
| Output |
Output type |
| New record ID |
String |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
Delete record
To delete a record in Salesforce based on its ID, use a Delete record command.
Properties
| Property |
Detail |
| ID |
Enter the ID of the record to delete. If the ID is unknown, enter an external ID in the format of EXTERNAL_ID_NAME:VALUE, such as Name:John. |
| Name |
Enter the name of the SObject to delete the record under. |
Outputs
None
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
Download report
To download a custom report as a comma-separated values (CSV) file, use a Download report command.
Properties
| Property |
Detail |
| Report ID |
Enter the ID of the custom report to download. |
Outputs
| Output |
Output type |
| Custom report CSV |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
Get object metadata
To retrieve the fields and metadata associated with a Salesforce object, use a Get object metadata command.
Properties
| Property |
Detail |
| Object |
Enter the name of the object to retrieve metadata for. |
Outputs
| Output |
Output type |
| Object metadata |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
Get record
To retrieve a record from Salesforce based on its ID, use a Get record command.
Properties
| Property |
Detail |
| ID |
Enter the ID of the record to retrieve. |
| Name |
Enter the name of the SObject to retrieve the record under. |
| Fields |
Enter the report's fields to include (optional). |
Outputs
| Output |
Output type |
| Get record JSON |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
List logins
To list logins in the Salesforce environment, use a List logins command.
Properties
None
Outputs
| Output |
Output type |
| List logins CSV |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
List objects
To list SObjects from Salesforce, use a List objects command.
Properties
None
Outputs
| Output |
Output type |
| List objects CSV |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
List reports
To list reports from Salesforce, use a List reports command.
Properties
None
Outputs
| Output |
Output type |
| List reports CSV |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
SOQL query
To execute a SOQL query and generate its results as a CSV file, use a SOQL query command.
Note: SOQL syntax is very similar to SQL. The SOQL Query command can extract large volumes of data and return data sets of 1 million or more records at a time. If the command fails because the query is incorrect or references objects that don't exist, the command's outputs will notify you.
Properties
| Property |
Detail |
| Query |
Enter the SOQL query to execute. |
| Query command |
Select whether to include deleted records.
- To exclude deleted records, select Query.
- To include deleted records, select QueryAll.
|
Outputs
| Output |
Output type |
| SOQL query output |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
SObject - create
To create a new SObject in Salesforce, use an SOjbect- create command.
Properties
| Property |
Detail |
| Name |
Enter the name of the new SObject. To denote this is a custom object, Salesforce automatically appends __c. |
| Fields |
Enter the record fields to create, in the format of FIELD_NAME:TYPE, where TYPE corresponds to a Salesforce field type. |
Outputs
None
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
SObject - delete
To delete SObjects in Salesforce, use an SObject - delete command.
Properties
| Property |
Detail |
| Name |
Enter the name of the SObjects to create. |
Outputs
None
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
Update record
To update the field values of a record in Salesforce, use an Update record command.
Properties
| Property |
Detail |
| ID |
Enter the ID of the record to update. |
| Name |
Enter the name of the SObject to update the record under. |
| Fields |
Enter the record fields to update, in the format of FIELD_NAME:VALUE. |
Outputs
None
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |