Salesforce Snap Pack

Overview

Salesforce provides a cloud-based customer relationship management application.

Use Snaps in this Snap Pack to:
  • Create, update, upsert or delete objects in Salesforce.
  • Download an attachment from a record.
  • Read, look up, or query records.
  • Poll the status of a batch job.
  • Subscribe to or publish Salesforce platform event records.

This Snap Pack contains the following Snaps:

  • Salesforce Batch Create: Creates multiple Salesforce object records in each Salesforce REST API request.
  • Salesforce Bulk Create: Adds new Salesforce records in bulk using Bulk API 2.0.
  • Salesforce Bulk Delete: Deletes records using Salesforce Bulk API 2.0.
  • Salesforce Bulk Query: Performs SOQL queries using Salesforce Bulk API 2.0.
  • Salesforce Bulk Update: Updates object records in Salesforce using Bulk API 2.0.
  • Salesforce Bulk Upsert: Updates or inserts object records using Salesforce Bulk API 2.0.
  • Salesforce Create: Creates object records using REST API or Bulk API 1.0.
  • Salesforce Delete: Deletes records using REST API or Bulk API 1.0.
  • Salesforce Download: Downloads a file attached to a Salesforce object record by passing an Attachment ID or Content Data ID.
  • Salesforce Lookup: Formats the WHERE clause for a SOQL query from an input document stream to look up object records.
  • Salesforce Poller: Polls the status of a batch job submitted to Salesforce by an upstream Bulk API Snap (Create, Delete, Update, or Upsert).
  • Salesforce Publisher: Publishes Salesforce Platform Event records to a given event custom Salesforce object.
  • Salesforce Read: Retrieves all records for all fields of a Salesforce object.
  • Salesforce SOQL: Retrieves object records using a Salesforce Object Query Language (SOQL) query.
  • Salesforce SOSL: Searches Salesforce objects and fields using Salesforce Object Search Language (SOSL) statements.
  • Salesforce Subscriber: Subscribes to Salesforce CometD channels to read Platform Events and Change Data Capture (CDC) events for standard and custom objects.
  • Salesforce Update: Updates object records using Bulk API 1.0 or REST API mode.
  • Salesforce Upsert: Upserts (updates or inserts) object records using Bulk API 1.0 or REST API mode.
  • Salesforce Wave Analytics: Loads external data into Salesforce Wave Analytics.

Prerequisites

  • Familiarity with the SnapLogic Intelligent Integration Platform (IIP) and the Salesforce application.
  • Access to the Salesforce application with the required account attributes.

Supported Versions

This Snap Pack is tested against Salesforce Service version 31.0 to 52.0.

All the Salesforce Snaps – except Salesforce Bulk Create, Salesforce Bulk Update, Salesforce Bulk Upsert, and Salesforce Bulk Delete – support Bulk API v1.0.

The following Salesforce Snaps support Bulk API v2.0:

  • Salesforce Bulk Create

  • Salesforce Bulk Update

  • Salesforce Bulk Upsert

  • Salesforce Bulk Delete

Breaking change from Salesforce

Salesforce is retiring some of the hostnames for non-enhanced domains from August 2024:

  • Redirections for legacy (non-enhanced) hostnames stop in production orgs and demo orgs. Production orgs get this release starting in January 2025.
  • Redirections for legacy (non-enhanced) hostnames stopped in sandboxes, Developer Edition orgs, patch orgs, scratch orgs, and Trailhead Playgrounds.

When deploying a new My Domain, including enhanced domains, Salesforce automatically redirects previous URLs. For detailed information, such as hostname formats for legacy (non-enhanced) domains, refer to the Prepare for the End of Redirections for Non-Enhanced Domains.

To align with Salesforce’s redirection changes for non-enhanced domains, the classic URL format (https://snaplogic--devqa.my.salesforce.com/) is no longer supported for Sandbox environments. As a result, any existing Salesforce pipelines using classic URLs will stop functioning as before.

Workaround

To run your pipelines successfully, you must append sandbox to your classic URLs: https://snaplogic--devqa.sandbox.my.salesforce.com/

Learn more about the enhanced domains deployment by Salesforce.

Breaking change for pipelines using Salesforce Mutual Authentication Account

Prior to the 436patches25192, the Salesforce Mutual Authentication Account supported default Login URLs such as https://login.salesforce.com and https://test.salesforce.com. Starting from 436patches25192, this account no longer supports the default Login URLs—your existing pipelines using the Mutual Authentication Account with the default Login URLs might break. To prevent this breaking change, you must provide a valid Salesforce Login URL as part of your account configuration.

Breaking change for Salesforce Pipelines configured with version lower than 31.0

If you have any existing Salesforce Pipelines configured with versions lower than 31.0, then your Pipelines will fail with an "Invalid service version" error because Salesforce has deprecated its Platform API Versions 21.0 through 30.0. For this reason, we recommend that you immediately upgrade the API version to the lowest supported version (31.0) or the highest supported Salesforce version (55.0).

Bulk API v1.0 works on Salesforce Service v20.0 to v43.0.

Bulk API v2.0 works on Salesforce Service v41.0 and above.

Improved Error Handling

Error handling has been improved to make it more user-friendly. Error messages now provide more clarity in terms of the nature of the error, the reason for the error, and the resolution that can be applied as opposed to a generic error message in earlier releases. A demonstration of this feature in the Salesforce Lookup, Salesforce Read, and Salesforce Create Snaps is as shown below:

Salesforce.com REST API Status Codes and Error Responses