The salesforce batch sink is responsible for using Salesforce API to insert/upsert/update salesforce objects. The sink should handle large batches of data (~10 GB) and should handle all object types - contacts, campaigns, oppurtunities, leads, custom objects. Users should be able to upload subset of fields
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| Section | User Configuration Label | Description | Default | User Widget | Early Validations |
|---|---|---|---|---|---|
| Authentication | Username | Salesforce username | Text Box | Try a to login to bulk API with given credentials. | |
| Password | Password | ||||
| Consumer Key | Consumer Key from the connected app | Text Box | |||
| Consumer Secret | Consumer Secret from the connected app | Password | |||
| Login Url | For Salesforce sandbox runs login url is different. That's why user needs to have this option. | https://login.salesforce.com/services/oauth2/token | Text Box | ||
| Advanced | SObject | Name of Salesforce sObject - ex: Contact, Campaign, Oppurtunity. | Text Box | Check if sObject with given name exists in Bulk API. | |
| Operation | Possible values are:
| Insert | Select | If operation is upsert or insert. Validate input schema to contain id/external id fields. | |
| Upsert external id field | External id field name. Used only for upsert. [5] | Text Box | If empty and operation is upsert fail. If not empty and operation is insert or update fail. | ||
| Maximum bytes per batch | If size of batch data is larger than given number of bytes, split the batch. | 10,000,000 [2] | Text Box | If more than 10,000,000 than fail [3] | |
| Maximum records per batch | If there are more than given number of records, split the batch. | 10,000 [2] | Text Box | If more than 10,000 fail [4] | |
| Error handling | Bulk API will return success results per row so this is necessary [1] (unlike for source plugins). Possible values: "Skip on error" - ignores any reports about records not inserted. Simply prints an error log. | Skip on error | Select |
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Id field can be used for that (which is present for all Salesforce sObjects). Also user can create a custom field and checkmark it as "External Id" via Salesforce UI.
Update - Using Specifying an external id field as a basis is not supported. For updates Salesforce will always use 'Id' field as basis.