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Salesforce - Upload Jobs API

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PradeepUrala
Support
Support

Salesforce - Upload Jobs API

With Salesforce Jobs API, you can insert, update, upsert, or delete large data sets. Prepare a comma-separated value (CSV) file representation of the data you want to upload, create a job, upload job data, and let the Qlik Application Automation handle these with the Salesforce API.

 

Here are the steps to use the Upload Jobs APIs:

  1. Read the CSV file which needs to upload to the Salesforce Organization.
  2. Firstly, Select the Jobs tag after selecting the Salesforce connector in the right rail to list out all the blocks related to Jobs API.
    Use the "Create Bulk Upload Job" block to create a job. Select appropriate 'operation' for the job. Each 'Operation' expects a differently formatted CSV file. This block creates a job that can be used for operation.
    • insert: Make sure to have added the mandatory fields of the object.
    • delete: Only the ID of the records is required in the CSV file.
    • hardDelete: Only the ID of the records is required in the CSV file.
    • update: The ID of the records should be specified in the CSV file.
    • upsert: External ID of the record should be specified in the 'External Id Field Name' parameter of the "Create Bulk Upload Job" block and all the Mandatory fields of the record should be specified in the CSV file.
      Jobs_1.png

       

  3. Map the created job ID to the 'Upload Job data' block and upload the CSV file which was previously read in the same automation. Now run the Automation. This will upload the file to Salesforce.
    Jobs_2.PNG

     

  4. After the Upload, use the "Close or Abort Upload Job" block to mark this job as 'completed'. Note that, the upload is only processed after marking the job as "UploadComplete".
  5. We can get the result of each upload job using the following blocks:
    • "Get Upload Job Successful Record Results": Retrieves a list of successfully processed records for a completed job.
    • "Get Upload Job Failed Record Results": Retrieves a list of failed records for a completed job.
    • "Get Upload Job Unprocessed Records Results": Retrieves a list of unprocessed records for a completed job.
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Last update:
‎2021-09-06 08:56 AM
Updated by:
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