Data Destination - Salesforce

Prev Next

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.

STEP2 Output Options

Associate with Other Objects

Set reference fields without having to retrieve and merge Salesforce IDs in advance.
Source data columns are matched against external IDs of referenced objects to automatically retrieve Salesforce IDs.

You can configure multiple associations. Click Add Association to add a new association.

##### Setting items

item name indispensable Contents
Reference Field Name ✓ Select a field with the "reference" data type from the fields of the target object.
Click Load Reference Fields to display the list of available fields.
Referenced Object ✓ The object referenced by the reference field. This is automatically set when you select a reference field.
If the reference field references multiple objects (polymorphic reference), select from the dropdown.
Unique Key of Referenced Object ✓ Select the field used for matching on the referenced object side. External ID fields or idLookup fields are available.
Source Column Name ✓ Select the column in the source data to match against the external ID of the referenced object.
Notes on Source Column

The data specified as the source column is used only to identify the referenced record. It is not mapped to any field on the target object, so even if it is included in the column definitions, it does not affect the target object.

However, do not remove the source column from the column definitions (filter settings). Removing it will cause the transfer to fail.

##### Configuration example

The following diagram illustrates the overall flow of associating with other objects.

Diagram of associating with other objects

Suppose you want to transfer the following customer sales data to the Amount object in Salesforce.

company_code,company_name,amount
ACC-001,hoge Inc.,1000000
ACC-002,foo Inc.,500000

To associate each record with a Company object using the company_id field (reference field) on the Amount object, configure the settings as follows.

  • Reference Field Name: company_id
  • Referenced Object: Company
  • Unique Key of Referenced Object: company_code
  • Source Column Name: company_code

When this ETL Configuration is executed, the following process takes place.

  1. The values in the company_code column of the source data are matched against the company_code (external ID) values of the Company object.
  2. The Salesforce ID (SF ID) of the matching Company record is retrieved.
  3. The retrieved SF ID is set in the company_id (reference field) of the target Amount object and transferred.

As a result, the transfer data will be associated with the following records.

  • Row 1 of the transfer data: The record in the Company object where company_code is ACC-001
  • Row 2 of the transfer data: The record in the Company object where company_code is ACC-002

Note that the company_code column in the source data is used only for matching and is not transferred to any field on the Amount object.