Salesforce - CSV Header Validator

Overview

Before you begin, ensure you're equipped with the essentials: ### 1. **Inputs Ready** To use this blueprint, you'll need: - **Salesforce Credentials**: - Access token - Consumer key - Consumer secret - Username - Password - Security token - Domain - **CSV File**: Path to the CSV you want to validate. - **Object Type**: Salesforce object type (e.g., Account, Contact) to validate against. - **Field Names**: List of expected field names. ### 2. **Understanding the Blueprint Flow** - After providing the inputs, the blueprint authenticates with Salesforce. - It fetches properties of the Salesforce object type. - If a CSV is provided, it validates its headers against Salesforce properties. If any mismatches are found, it'll highlight them. - Without a CSV, it displays the Salesforce object type's properties. ### 3. **Salesforce Properties Insight** The blueprint offers insights into Salesforce properties. For each property, you get: - Name - Label - Data type - Attributes: Creatable, Updateable, Nillable, Unique status. ### 4. **Error Handling** The blueprint has built-in error handling. If issues arise (like authentication errors or file not found), it provides clear feedback. ### 5. **Maximizing Blueprint Utility** While its primary function is CSV header validation, it also helps you understand Salesforce properties. This understanding is key to structuring your CSVs effectively for future transfers. In short, this blueprint ensures your CSV data aligns with Salesforce, paving the way for smooth data transfers.

Variables

Name	Reference	Type	Required	Default	Options	Description
Domain URL	SALESFORCE_DOMAIN	Alphanumeric	✅	-	-	The domain used to access your Salesforce instance.
Access Token	SALESFORCE_ACCESS_TOKEN	Password	➖	-	-	Token provided by Salesforce to securely authenticate and access their API.
Consumer Key	SALESFORCE_CONSUMER_KEY	Alphanumeric	➖	-	-	Unique key to identify and authenticate your application's integration.
Consumer Secret	SALESFORCE_CONSUMER_SECRET	Password	➖	-	-	Secret key used in tandem with the consumer key to authenticate your application.
Username	SALESFORCE_USERNAME	Alphanumeric	➖	-	-	Your Salesforce account's username.
Password	SALESFORCE_PASSWORD	Password	➖	-	-	Your Salesforce account's password.
Security Token	SALESFORCE_SECURITY_TOKEN	Password	➖	-	-	Additional security token provided by Salesforce to enhance protection.
CSV Filename	SALESFORCE_CSV_FILE	Alphanumeric	➖	-	-	The name/path of the CSV file you want to validate against Salesforce properties.
Object Type	SALESFORCE_OBJECT_TYPE	Alphanumeric	✅	-	-	The specific Salesforce object type (e.g., Account, Customer) you want to validate against. This name must match Salesforce's API Name from their object manager view.

YAML

Below is the YAML template

YAML


source:
  template: Salesforce - CSV Header Validator
  inputs:
    SALESFORCE_DOMAIN:
    SALESFORCE_ACCESS_TOKEN:
    SALESFORCE_CONSUMER_KEY:
    SALESFORCE_CONSUMER_SECRET:
    SALESFORCE_USERNAME:
    SALESFORCE_PASSWORD:
    SALESFORCE_SECURITY_TOKEN:
    SALESFORCE_CSV_FILE:
    SALESFORCE_OBJECT_TYPE:
  type: TEMPLATE
guardrails:
  retry_count: 1
  retry_wait: 0h0m0s
  runtime_cutoff: 1h0m0s
  exclude_exit_code_ranges:
    - 102
    - 103
    - 201
    - 202
    - 206