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Pentaho Documentation

Salesforce Insert

The Salesforce Insert step inserts records directly into your Salesforce database using the Salesforce Web Service.

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 Insert transformation step on the canvas. You can customize the name or leave it as the default.

Options

Properties Dialog Box for the Salesforce Insert 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 insert 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 inserted, while records with errors are marked as failed in the insertion results. The default behavior is to allow partial success of insertion.

Batch Size Indicate the maximum number of records to collect before the insert is committed.
Module

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

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

Output Fields

Enter the output information in the following transformation step option:

  • Salesforce ID fieldname: Specifies the field to contain the Salesforce ID of the first record in the set of records (batch) you inserted.

Fields

You can specify what fields to insert into your Salesforce database through the Fields table. Click Get fields to populate the table with input from the PDI data stream.

The table contains the following columns:

Column Description
Module field

The name of the field within the Module

Stream field The name of the field in the PDI data stream
Use External id?

The flag indicating if the field links to an external ID. To resolve the ID, Salesforce needs the object type, column name, and relationship name in the following syntax:

Object name.column name/relationship

Optionally, click Edit mapping to specify custom mapping. For example, you can map a single PDI field to multiple Salesforce fields.