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
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