Salesforce Bulk Update

Overview

The Salesforce Bulk Update Snap updates object records in Salesforce using Bulk API 2.0. The ID field is required. This Snap updates records only by record ID and not by its external ID.

Note: To use newer Salesforce objects, use the latest API versions where those objects are available.


  • This is a Write-type Snap.
  • Works in Ultra Tasks when the Batch size is set to 1.

Supported Accounts

Limitations

This Snap performs batch processing, that is, a batch of input documents are processed for each HTTP request sent to Salesforce. Values of all the expression-enabled fields must remain constant during the Snap execution or validation. Hence, all expression fields can support Pipeline parameters only when they are expression-enabled. The input data parameters are not supported for expression fields, for example, $serviceVersion.

Snap views

Type Description Examples of upstream and downstream Snaps
Input

This Snap has exactly one document input view.

Each document contains Map data for an object ID, a record ID, and key-value pairs for fields to be updated.
Output

This Snap has at most one document output view.

Produces documents containing the results of the bulk update operation.
Error

This Snap has at most one document error view.

Note: Because of the potentially large size of the error messages, the Reason for the Salesforce error message in the error document field may be truncated. The complete error is available in the field full_error under the original object containing copies of the failed input records or in the logs.

Examples

Update Records in Bulk in Salesforce: Update records in bulk using Bulk API 2.0.

Snap settings

Note: Learn about the common controls in the Snap settings dialog.
Field/Field set Description
Label*

String		 Specify a unique name for the Snap.

Default value: Salesforce Bulk Update

Example: Salesforce Bulk Update
Service Version*

String/Expression/ Suggestion		 Specify the version number associated with the Salesforce service you want to connect to. Alternatively, click the Suggestion icon to fetch the list of versions and select the desired version.

Default value: 52.0

Example: 41.0
Object Type*

String		 Specify the name of the Salesforce object or select one from the suggested list.
Note: This Snap does not support Net Zero Cloud Salesforce objects.

Default value: Account

Example: Account
Related Object

String		 Enter or select a related parent object. This property does not affect the Snap operation on records in Salesforce. It is provided for the property suggestion and the input schema suggestion only.

Default value: N/A

Example: Account
Related External ID

String		 Enter or select an external ID of the related parent object. This property does not affect the Snap operation on records in Salesforce. It is provided for the property suggestion and the input schema suggestion only.

Default value: N/A

Example: AccountNumber__c
Display null or empty values as null

Checkbox

This checkbox controls how empty strings or null data coming from Salesforce are displayed in the output preview.

When you select this checkbox, the empty strings or null data from Salesforce is displayed as null in the output preview.

When you deselect this checkbox, the Snap displays an empty string or null data as blank in the output preview. The null/empty-string values are always displayed as empty ('') string in the output preview.

Note: The output in the Salesforce application remains unaffected. Whether the checkbox is selected or deselected, the Salesforce record and its corresponding output continues to appear empty.

Default value: Deselected
Polling Interval*

Integer		 Define polling interval in seconds.

Default value: 5

Example: 5
Polling Timeout*

Integer		 Define the maximum time in seconds to wait for the query to complete.

Default value: 3000

Example: 300
Maximum Retry Attempts

Integer		 Define the maximum number of retries to attempt in case of connection failure.
Note:

This Snap retries all retryable HTTP status codes, including 401, 403, and 5XX, and connection-related errors.

Default value: 5

Example: 5
Retry Interval (seconds)

Integer		 Define the interval between retries in seconds.

Default value: 3

Example: 3
Snap execution

Dropdown list
Choose one of the three modes in which the Snap executes. Available options are:
  • Validate & Execute. Performs limited execution of the Snap and generates a data preview during pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during pipeline runtime.
  • Execute only. Performs full execution of the Snap during pipeline execution without generating preview data.
  • Disabled. Disables the Snap and all Snaps that are downstream from it.

Troubleshooting

None.