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Pentaho Documentation

Salesforce Delete

The Salesforce Delete step deletes records directly from your Salesforce database using the Salesforce Web Service. You can delete a batch of records by indicating a starting point (Fieldname id) and the amount of records (Batch Size) to delete.

You can also use the following other PDI steps to modify your Salesforce database:

General

Enter the following information in the transformation step name field:

  • Step name: Specifies the unique name of the Salesforce Delete transformation step on the canvas. You can customize the name or leave it as the default.

Options

Properties Dialog Box for the Salesforce Delete Step

The General tab contains the following sections:

Connection

Enter the connection information in the following transformation step options:

Option Description
Salesforce Webservice URL

Specify the URL to the Salesforce Webservice.

The URL specified is dependent on the API version used by PDI:

  • PDI 7.0 until 8.0 use API version 37.0.

  • PDI 8.1 and later versions use API version 41.0.

Username

Specify the username for authenticating to Salesforce (myname@hitachivantara.com for example).

Password

Specify the password for authenticating to Salesforce. Enter your password followed by your security token. For example, if your password is PASSWORD and your security token is TOKEN, you would enter PASSWORDTOKEN in this field.

Test Connection

Click to verify the connection can be made to the Salesforce Webservice URL you specified.

Settings

Enter the delete process settings in the following transformation step options:

Option Description
Time out Specify the timeout interval in milliseconds before the step times out.
Use compression Select to compress (.gzip) data when connecting between PDI and Salesforce.
Rollback all changes on

Revert changes unless all records are processed successfully. When you select this option, records without errors are deleted, while records with errors are marked as failed in the deletion results. The default behavior is to allow partial success of deletion.

Batch Size Indicate the number of records in the set of records (batch) to delete.
Module

Select the module (table) in which you want to delete records.

This list will be populated upon successfully authenticating to Salesforce using the Test Connection button.

Fieldname id

Select the name of the field containing the Salesforce ID of the first record in the set of records (batch) you want to delete.

This list will be populated upon successfully authenticating to Salesforce using the Test Connection button.