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Salesforce - Upload Data

Overview

## Preparation: 1. **Salesforce Credentials:** Ensure you have your Salesforce login details at hand, including the access token, domain, username, password, security token, consumer key, and consumer secret. These are essential for securely connecting to your Salesforce account. 2. **Identify Your Data Files:** Know the exact location and names of the files you wish to transfer. These could be in formats like CSV or Excel. 3. **Choose Your Action:** Decide whether you're looking to add new entries to Salesforce or update existing ones. If updating, take note of the unique ID field for the records, which ensures the right data gets updated. 4. **Specify a Salesforce Object:** Identify the type of Salesforce object (e.g., "Account") you aim to populate or update with your data.

Variables

NameReferenceTypeRequiredDefaultOptionsDescription
Access TokenSALESFORCE_ACCESS_TOKENPassword--The token used to authenticate with Salesforce.
Domain URLSALESFORCE_DOMAINAlphanumeric--Your Salesforce domain URL. Typically is before .my.salesforce.com
UsernameSALESFORCE_USERNAMEAlphanumeric--Your Salesforce login username.
PasswordSALESFORCE_PASSWORDPassword--Your Salesforce account password.
Security TokenSALESFORCE_SECURITY_TOKENPassword--Additional security token for Salesforce access.
Consumer Key SALESFORCE_CONSUMER_KEYAlphanumeric--Key from your Salesforce connected app.
Consumer Secret SALESFORCE_CONSUMER_SECRETPassword--Secret associated with the consumer key.
Object TypeSALESFORCE_OBJECT_TYPEAlphanumericAccount-The type of Salesforce record you're updating. For example Account, Opportunity, Customer, etc. This name must match Salesforce's API Name from their object manager view.
Search TypeSALESFORCE_SOURCE_MATCH_TYPESelectexact_matchExact: exact_match

REGEX: regex_match
Method for matching the source file name. Choose 'Exact' for exact names or 'Regex' for regular expression patterns.
Data File Location SALESFORCE_SOURCE_FOLDER_NAMEAlphanumeric.-Directory where your data files are stored.
Data Filename or Pattern SALESFORCE_SOURCE_FILE_NAMEAlphanumeric--Exact name or pattern to identify files for import.
ActionSALESFORCE_IMPORT_OPERATIONSelectinsertInsert: insert

Upsert: upsert

Update: update

Delete: delete
Choose to add new data or update existing data.
Unique ID Field (if updating)SALESFORCE_ID_FIELDAlphanumeric--The field that uniquely identifies a record for updates.

YAML

Below is the YAML template

YAML

source:
  template: Salesforce - Upload Data
  inputs:
    SALESFORCE_ACCESS_TOKEN:
    SALESFORCE_DOMAIN:
    SALESFORCE_USERNAME:
    SALESFORCE_PASSWORD:
    SALESFORCE_SECURITY_TOKEN:
    SALESFORCE_CONSUMER_KEY:
    SALESFORCE_CONSUMER_SECRET:
    SALESFORCE_OBJECT_TYPE: Account
    SALESFORCE_SOURCE_MATCH_TYPE: exact_match
    SALESFORCE_SOURCE_FOLDER_NAME: .
    SALESFORCE_SOURCE_FILE_NAME:
    SALESFORCE_IMPORT_OPERATION: insert
    SALESFORCE_ID_FIELD:
  type: TEMPLATE
guardrails:
  retry_count: 1
  retry_wait: 0h0m0s
  runtime_cutoff: 1h0m0s
  exclude_exit_code_ranges:
    - 102
    - 103
    - 106
    - 201
    - 202
    - 206

      
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