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

Name	Reference	Type	Required	Default	Options	Description
Access Token	SALESFORCE_ACCESS_TOKEN	Password	➖	-	-	The token used to authenticate with Salesforce.
Domain URL	SALESFORCE_DOMAIN	Alphanumeric	✅	-	-	Your Salesforce domain URL. Typically is before .my.salesforce.com
Username	SALESFORCE_USERNAME	Alphanumeric	➖	-	-	Your Salesforce login username.
Password	SALESFORCE_PASSWORD	Password	➖	-	-	Your Salesforce account password.
Security Token	SALESFORCE_SECURITY_TOKEN	Password	➖	-	-	Additional security token for Salesforce access.
Consumer Key	SALESFORCE_CONSUMER_KEY	Alphanumeric	➖	-	-	Key from your Salesforce connected app.
Consumer Secret	SALESFORCE_CONSUMER_SECRET	Password	➖	-	-	Secret associated with the consumer key.
Object Type	SALESFORCE_OBJECT_TYPE	Alphanumeric	✅	Account	-	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 Type	SALESFORCE_SOURCE_MATCH_TYPE	Select	✅	exact_match	Exact: 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_NAME	Alphanumeric	✅	.	-	Directory where your data files are stored.
Data Filename or Pattern	SALESFORCE_SOURCE_FILE_NAME	Alphanumeric	✅	-	-	Exact name or pattern to identify files for import.
Action	SALESFORCE_IMPORT_OPERATION	Select	✅	insert	Insert: insert Upsert: upsert Update: update Delete: delete	Choose to add new data or update existing data.
Unique ID Field (if updating)	SALESFORCE_ID_FIELD	Alphanumeric	➖	-	-	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