The Salesforce Bulk V2 Destination step is used to send records to Salesforce in bulk using the V2 API. A Salesforce account and files/data in a blob on Salesforce are required for this step to work.
Illustrated in the image below is a flow where the Salesforce Destination step is used. The records are created using a Record Generator Source step.
Adding a Salesforce Bulk V2 Destination Step
To add a Salesforce Bulk V2 Destination step in a flow, follow the instructions below:
1. Click on the highlighted icon as shown in the image below.
2. The page below will appear. Click on the Mapper tab and select or search for Salesforce Bulk V2 as shown in the image below.
Configuring a Salesforce Bulk V2 Destination Step
Illustrated in the image below is the configuration available in the Salesforce Bulk V2 Destination 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.
Salesforce Object – The Salesforce object to target with the operation. Click on the selection icon on the right side to access a list of available objects to choose from, as shown in the image below. Account is selected in this example.
Method Field – The method to use to query Salesforce. In this example, the Create method is used, where a new account will be created.
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.
Quoted String checkbox – Force quoting of strings for string types.
Batch Size – The number of records to batch before calling the Salesforce API.
Poll Interval – The bulk job interval time in milliseconds.
Batch Timeout – The amount of time to wait (in seconds) before a batch times out.
Result Delay – The amount of time to wait (in milliseconds) before retrieving results.
HTTP Retry – The number of times to retry HTTP calls.
Enable Debug – Show debug results.
Assignment Rule ID – The ID of an assignment rule to run for a case or a lead.
Using a Salesforce Bulk V2 Destination Step
The image below shows the current accounts in Salesforce.
The image below shows the Record Generator Source step. New accounts are being created. The fields match the fields on Salesforce.
To use a Salesforce Bulk V2 Destination step, follow the instructions below:
1. Click the Execute Flow button shown in the image below:
2. Click the Create Run button.
The image below shows the Accounts in Salesforce after the run. The new Accounts have been created.