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Salesforce Bulk API

Salesforce is a cloud computing company specializing on Customer Relations Management (CRM) service as well as commercial applications of social networking. The Salesforce Bulk API provides a programmatic option to quickly load your org’s data into Salesforce. The Salesforce Bulk API connector by IConduct allows you to integrate a variety of your business applications with Salesforce for a streamlined data flow. It enables you to manage the data in batches of up to 5000 items each.

 

To configure the Salesforce Bulk API connector, follow the instructions below:

  1. In the Admin Navigation tree, select Connections and click New.

Connections Section in the Admin Navigation Tree

  1. Scroll down to the CRM section and select the Salesforce Bulk API item from the list.

Connector Selection Page

  1. In the Salesforce Bulk API Provider work area, fill in the following fields and click Save.

Connection Work Area

Field Description

Connection*

The new connection name. Enter a connection alias here.

Is Active

Toggles connector’s activity at interface execution. Enable the checkbox to activate the connection for execution.

Cloud Agent*

The LAN you are working with. Select "IConduct" for cloud systems and your corporate agent for internal systems.

Implementation Type*

Defines the connection implementation type. Select from the drop-down list:

  • Default. IConduct scheduler works on the cloud agent set in the Cloud Agent field.
  • Java. IConduct scheduler works by sending requests to a Java agent.

Is Source

This connection entity is available as a data source for Import (writing to Schema). Enable the checkbox to ensure data import.

Is Target

This connection entity is available as a data target that receives data from schema to current data container. Enable the checkbox to ensure data export.

Timeout

The length of time (in milliseconds) the IConduct platform waits for a response from the connection provider before returning a timeout error. Set the time value to stop the system from connection attempts.

Query

The box is intended for entering a query. You can test the defined query by clicking Test Query once the connection is saved. It’s recommended to test the query after the connection testing.

DateTime Format

Allows defining the date and time formats appropriate for the connection. For detailed date and time formatting operations please refer to this page.

Recommended format: yyyy-MM-dd HH:mm:ss

Server URL*

The service end-point where the request is sent. Specify the URL to the Salesforce server.
Username*

Credential used to access the Salesforce server. Enter a valid username.
Password*

Credential used to access the Salesforce server. Enter a valid password.
Token

A credential used by IConduct to access Salesforce API. This secure token is sent by a Salesforce administrator.

Items in Batch*

The number of elements to be sent in one query.

Recommended value: 500.

Basic Auth Username/Password

Not used for this connector.
Add Basic Authentication Header

Not used for this connector.
Disable Login

Not used for this connector.

*- mandatory fields

 

Once the connection is saved, you can test if it is successful. Click Test Connection on the toolbar. If the created connection works, you will receive a success message. 

Testing the Connection