The Salesforce Bulk V2 Source step is used to query records using the Bulk V2 API. A Salesforce account and files/data in a blob on Salesforce are required for this step to work.

Illustrated in the below image is a flow where the Salesforce Bulk V2 Source step is used. The records are saved in an Excel sheet using the Excel Writer step. This can be downloaded using the Run File Destination step.

To add a Salesforce Bulk V2 Source step in a flow, follow the below instructions:

1. Click on the highlighted icon as shown in the below image.

2. The below page will appear. Click on the Mapper tab and select or search for Salesforce Bulk V2 as shown in the image below.

Illustrated in the below image is the configuration that is available in the Salesforce Bulk V2 Source step.

A connection is required for this step. Select an existing connection by clicking on the dropdown arrow as shown in the image above. Alternatively, click on the highlighted plus button to create a new connection.

Command Field – The SOQL command to use to bulk query.

Query All Checkbox – Query all records including deleted records.

Row Delimiter Field – Select the row delimiter to use from the options (the characters indicating the end of a row).

Record Delimiter Field – Select the record delimiter to use from the options.

Result Per Request – The number of results processed per download request.

Poll Interval – The bulk job interval time in milliseconds.

Batch Timeout – The amount of time to wait (in seconds) before a batch times out.

HTTP Retry – The number of times to retry HTTP calls.

Result Delay – The amount of time to wait (in milliseconds) before retrieving results.

The image below shows the records in Salesforce.

To use a Salesforce Bulk V2 Source step, follow the instructions below:

1. Click the Execute Flow button shown in the image below:

2. Click the Create Run button.

3. Click the download button in the Run File step to download the output file.

The image below shows the Excel output file.