Use the Force.com Bulk API Batch Upsert activity to update
and insert a large number of objects in Salesforce.com.
About this task
Use this task to update and insert a large number of objects
in Salesforce.com. The call to this activity is a synchronous call
where the input data is sent to the activity for processing and the
response is sent back to the orchestration.
Procedure
- In an active orchestration, open the Activities tab
and expand the Force.com Bulk API folder contents.
- Drag the Batch Upsert activity icon
onto the orchestration. The Force.com Bulk API Batch
Upsert Checklist is displayed.
- In the Checklist, click Summary.
- Review the contents of the Activity Name field,
and make the required changes.
- In the Checklist, click Pick
Endpoint.
- Click Browse and use the Project
Explorer dialog box to select the relevant Force.com Bulk
API endpoint.
- Optional: You can create the endpoint by clicking New and
specifying the required connection details. Click OK to
save and use the endpoint for this configuration.
- To make required changes to the selected endpoint configuration,
click Edit to access the options in a separate
window. Any changes you make globally affects all uses of the endpoint
in active orchestrations.
- In the Checklist, click Configure.
- Click Browse to select the object
type. The Browse Force.com Bulk API window
is displayed.
- In Browse Force.com Bulk API, you
can either filter the object type by specifying the object type in
the Search for an object type field, or select
the object type from the object type list. Click OK. The object field preferences are displayed.
- In Object Field Preferences, select
the fields that you would like to map by selecting the corresponding
field name check boxes.
- In the Checklist, click Retry.
Review the default settings and make the required changes. For more
information, see Specifying the Retry options for Force.com Bulk API activities.
- Select the Map Inputs in the Checklist.
The XML Schemas generated from the selected object of the Batch
Upsert activity are displayed as nodes under the request
input parameter in the To Activity panel.
Note: The externalIDFieldName identifies
whether a record must be updated or inserted. If you specify a value
for the externalIDFieldName, then the record is
updated in Salesforce.com. If there is no value set for externalIDFieldName,
a record is inserted in Salesforce.com.
- Create a map between the orchestration variables and the
input parameter of the activity.
Note: Values must be
provided at run time for any mandatory elements of the input structure.
A value can be provided by specifying a default value for element
or by linking the element with an input node. During run time if no
value is provided for a mandatory element, the activity throws an
exception, which is reported by the Web Management Console (WMC).
If a value is not provided at run time for an optional input parameter,
no exception is thrown during run time.
- Select the Map Outputs in the Checklist.
The XML Schema generated to hold the response of the activity is displayed
as nodes under the response output parameter in the From
Activity panel.
- Create a map between the output parameters and orchestration
variables.
Results
You have configured the Force.com Bulk API Batch Upsert activity.