Data Destination - Salesforce

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summary

This is a help page for ETL Configuration Settings for Data Destination for record data managed in Salesforce such as Business Opportunities, Leads, Business Partners and Custom Objects.

Setting items

STEP1 Basic settings

item name indispensable default value Contents
Salesforce Connection Configuration ✓ - Select the previously registered Salesforce Connection Configuration that has the necessary permissions for this ETL Configuration.
Only Connection Configurations created with user/password authentication as the authentication method can be selected.
object ✓ - Select the object where the report data is stored.
transfer mode ✓ Append (INSERT) Select the method of data transfer to the object from the following options.
  • Append (INSERT)
  • UPSERT
  • UPDATE
UPSERT key - - When UPSERT is selected as the transfer mode, you can enter key column names.
API Version ✓ 54.0 Enter the version of the Salesforce API.

STEP1 detailed settings

Click on Set Details to display the configuration items.

item name indispensable default value Contents
Status of records that could not be sent ✓ Error. You can choose from the following job statuses in case some records could not be sent during the transfer.
  • Set to Succeeded
  • Error.
Update processing when NULL is included ✓ Update with NULL Data Setting allows you to set how null values in ETL Configuration data are handled when updating records on Salesforce. Please select from the following
  • Update with NULL
    • NULL values in the transferred data will be reflected in the data on Salesforce to be updated.
  • Skip Update
    • NULL values in Data Source data are not reflected in the data on Salesforce to be updated , and the original values are retained.

Note that this item Setting is not applied to newly added records in Salesforce, and null values in ETL Configuration data will be added as null values.