Salesforce Create

Overview

The Salesforce Create Snap enables you to create object records using REST API or Bulk API 1.0.

The Snap in Bulk API mode submits a batch job and writes the batch job information to the output view, which should be passed to the Salesforce Poller Snap to check the result of the batch job. The Snap in REST API mode creates records and returns results synchronously without the need of the Salesforce Poller Snap.

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


Supported Accounts

Snap views

Type Description Examples of upstream and downstream Snaps
Input

This Snap has exactly one document input view.

This Snap receives documents in the view and each document contains one Salesforce record.

Output

This Snap has at most one document output view.

A document that contains Map data with these elements: Job ID, Batch ID, URL, and an array of records if it is in Bulk API mode. If it is executed in REST API mode, each document contains Map data for the ID of the created record and input data.

Error

This Snap has one optional error view and might produce documents in the view if the input data causes an error in the REST API. Each document contains key/value pairs from the input view and an error message from Salesforce.com. If the Snap is in the Bulk API, it will generate an error document in case of a batch job submission failure.

Snap settings

Legend:
  • Expression icon (): Allows using pipeline parameters to set field values dynamically (if enabled). SnapLogic Expressions are not supported. If disabled, you can provide a static value.
  • SnapGPT (): Generates SnapLogic Expressions based on natural language using SnapGPT. Learn more.
  • Suggestion icon (): Populates a list of values dynamically based on your Snap configuration. You can select only one attribute at a time using the icon. Type into the field if it supports a comma-separated list of values.
  • Upload : Uploads files. Learn more.
Learn more about the icons in the Snap settings dialog.
Field/Field set Description
Label

String

Specify a unique name for the Snap.

Default value: Salesforce Create

Example: Salesforce Create

Service version

String/Expression/ Suggestion

Specify the version number associated with the Salesforce service that 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

Batch size

String/Expression

In Bulk API, this property value is allowed to be from 1 through 10,000. Each input document forms one Salesforce record to be inserted. The Snap stores records in memory until the number of records reaches the batch size and sends the request to SFDC in a single batch. Increasing the batch size increases the amount of memory used during the data load. Decreasing the batch size increases the number of API calls against Salesforce.

In REST API, the Snap can insert only one record per each request regardless of the value of the Batch size property.

Default value: 200

Example: 10000

Object Type

String/Expression

Required. 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

Salesforce API

Dropdown list

This property sets the Salesforce API mode to Bulk API or REST API. The Snap in REST API mode creates one record at a time and returns the results at the output. REST API can be simpler and faster if the number of records to be created is small (a few).

Default value: Bulk API

Example: REST API

Null Setting with Bulk API

Checkbox

Select this checkbox to set the nullable fields to null in the Salesforce object if there are null values in the input document. This field works only if you select Bulk API mode in the Salesforce API field.

Default value: Deselected

Related Object

String/Expression

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 suggest and the input schema suggests only.

Default value: N/A

Example: Account

Related External ID

String/Expression

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

Default value: N/A

Example: AccountNumber__c

Apply active assignment rules

Checkbox

Appears when you select REST API from the Salesforce API dropdown and when the Object Type is Account, Case, or Lead.

Select this checkbox to apply the active assignment rules for the selected object type (Account, Case, or Lead).

If you deselect this checkbox, active assignment rules are not applied for the selected object type.

Default value: Selected

Bulk API Serial mode

Checkbox

Select this checkbox to enable the Bulk API to run in Serial mode. Deselect this checkbox to allow the Bulk API to run in Batch mode.

Default value: Deselected

Standardize Error Output

Checkbox

Select this checkbox to enable the Snap to produce the error output with Reason, Original, Stack trace and Resolution.

If you deselect this checkbox, the output view displays the input document along with the error message.

Default value: Deselected

Number Of Retries

String/Expression

Specify the maximum number of retry attempts in case of connection failures (401/403 and 500 errors).

Minimum value: 0

Default value: 1

Example: 3

Retry Interval (seconds)

String/Expression

Specify the minimum number of seconds for which the Snap must wait before attempting recovery from a network failure.

Minimum value: 0

Default value: 1

Example: 3

Pass Through

Checkbox

Select this checkbox to pass the input document to the output view under the key original.

If you deselect this checkbox, the input document will not be passed and there is no original key in the output document.

Note: For Bulk APIs, if you select this checkbox and if the Batch size is equal to 1, the input document is passed to the output view under the key original. If the Batch size is greater than 1, the list of input documents is displayed under Records and the input document is not included under the original key.

Default value: Selected

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.