User Guide > Process Steps and Components > Invoker Step > Salesforce Bulk Loader
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Salesforce Bulk Loader
The Salesforce Bulk API allows you to insert, update, upsert large numbers of records asynchronously. To do this, you must send a number of batches to the server using an HTTP POST call and the server processes the batches in the background. While batches are being processed, you can track the progress by checking the status of the job using an HTTP GET call. All operations use POST methods to send and receive XML or CSV data. The Salesforce Bulk Loader supports only CSV data.
Note:  The Salesforce Bulk Loader is SHA-256 compliant and it supports Salesforce API version 54.0.
 
Salesforce Bulk Loader Properties
Property
Description
Username
Username to access salesforce.com. The connection is limited to the access rights of the username that you use. For most purposes, enter a username with an Administrator profile.
Password
The password to authenticate the above username.
ProxyServer
Address of the proxy server, if it is required.
ProxyAuth
Authentication string to be passed to the proxy server, if it is being used.
APIVersion
The version of the Salesforce API. The default is 54.0.
Note:  API versions less than 21.0 are no longer supported by Salesforce, hence you must update your Maps accordingly.
Endpoint
Address for the salesforce.com endpoint (for the regular API). The default is https://www.salesforce.com/services/Soap/u/54.0.
Note:  The actual API endpoint used for the Salesforce Bulk API is slightly different, but the invoker determines the correct endpoint to use based on the regular API endpoint entered here.
Supported Actions
Action
Description
Execute
Executes the supported parameters and properties.
Supported Action Parameters
Action
Parameter
Description
Execute
SourceMessage
Name of the source message for the invoker
TargetMessage
Name of the target message for the invoker
Supported Action Properties
Action
Property
Default Value
Description
Execute
sObject
Account
Name of the Salesforce entity (sObject is the internal name for entity).
Execute
SourceCSV
Account.csv
The name of the CSV file to load into Salesforce. The default value must be changed.
Execute
BatchSize
10,000
The number of records to send in each batch. The default value is .
Execute
Operation
Insert
Select any of the following:
Insert
Update
Upsert
Execute
ExtIdField
 
The External ID field. This value is not used when the operation is 'insert', but is required for 'update' or 'upsert' operations.
Execute
SuccessFile
Account_Success.csv
Name of the file used to record successful record operations. Each successful record operation will contain the job ID, batch ID, record ID, and a flag indicating whether a new record was created.
Execute
FailureFile
Account_Failure.csv
Name of the file used to record failed record operations. Each failed record operation will contain the job ID, batch ID, and a description of the error.
Example
This example shows how to set properties for a new Salesforce Bulk Loader 1.0.0 invoker.
1. Enter a Username and Password for connecting to Salesforce.com.
The APIVersion and Endpoint fields are displayed by default. Modify them as necessary.
2. Select the source CSV file, and enter the correct name for the success and failure files.
3. Select the Action as Execute.
4. Click OK.
Note:  For information on how to create the CSV source file, see the the Salesforce Bulk API documentation.
Last modified date: 10/22/2024