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Salesforce Update by ID

Overview​

This documentation provides detailed information about the "Salesforce Update by ID" pipeline, which facilitates the updating of records in Salesforce based on a Salesforce Object unique identifier.

Pipeline Parameters​

Salesforce Settings​

This group contains settings specific to your Salesforce instance and the resources you intend to access

Salesforce Object​

The Salesforce object from which you want to import records. Example: Account You can find the list of available objects in your Salesforce instance by navigating to Setup > Object Manager.

Salesforce External ID Field​

This field used to match records in Salesforce for upsert operations, typically a unique identifier.

How to Create External ID Field in Salesforce
1. Log in to your Salesforce account.
2. Navigate to Setup > Object Manager.
3. Select the object for which you want to create an External ID field.
4. Click on "Fields & Relationships" and then "New".
5. Select the field type as "Text" and click "Next".
6. Enter the field details, including Field Label, Length, and Description.
7. Check the "External ID" checkbox and click "Next".
8. Configure the field-level security settings and click "Next".
9. Review the field details and click "Save".

Source Entity Settings​

Settings for the source entity from which data is pulled before being upserted into Salesforce.

Source Entity​

The entity from which data will be pulled for deleting into Salesforce.

Source Entity Only Updated​

Indicates if only updated records should be considered.

Source Entity Filter​

Criteria for selecting records from the source entity.

Source to Salesforce Mapping​

Mapping of source entity fields to Salesforce fields. This mapping determines how data from the source entity is transformed and stored in Salesforce. Mapping must always include the ID field to match records in Salesforce for update operations. Example:

{
    "Salesforce_field_1": "$.data.source_field_1",
    "Salesforce_field_2": "$.data.source_field_2",
    "Salesforce_field_3": "$.data.source_field_3",
    "Id": "$.data.salesforce_id"
}