The Salesforce connector is designed to work with Magic xpi’s XML interface. When you drag the Salesforce connector into a flow, the Properties pane opens. Select the XML interface, then double-click or right-click on the component and select Configuration from the context menu to open the Salesforce Configuration dialog box.
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Connection
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Resource Name
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The name of the resource that you selected in the component's Properties pane. The resources are defined in the Settings dialog box's Resources section.
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Operation
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Object
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Click  to open the Objects List. Select the object that the operation will be performed on. This list is generated when you validate the resource in the Salesforce Resource dialog box.
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| The Objects list has to be built in the resource; otherwise, you will not be able to get the Objects list in the step or trigger. |
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Operation
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Select one of the following operations from the drop-down list:
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Query: This is used to retrieve data from an object. You can use the Data Mapper to retrieve objects based on specific criteria. If there are multiple records in the Source, only the first mapped value will be returned.
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Query All: This is identical to the Query operation except that it also returns the deleted records from Salesforce (deleted records are identified by the IsDeleted element true value).
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Bulk Query: This is used to query large data sets. It should be used in conjunction with the Bulk Retrieve Query Results method to retrieve the required results.
Since version: 4.1
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Create: This is used to create new objects in your organization’s data. You can use the Data Mapper to specify new object fields’ values.
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Bulk Create: This is identical to the Create operation except that it allows you to work with an external file containing many records.
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Update: This is used to update a specific object in your organization’s data. When you update an object, you need to know its ID. For example, you can use the Query operation (above) to retrieve an object ID, and then you can call the Update operation. You should use the Data Mapper to set the object ID, as well as the other fields that you want to update.
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Bulk Update: This is identical to the Update operation except that it allows you to work with an external file containing many records.
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Delete: This is used to delete a specific object from your organization’s data. If you want to delete an object, you need to know its ID. For example, you can use the Query operation (above) to retrieve an object ID, and then you can call the Delete operation. You should use the Data Mapper to set the object ID. This is the only value that you should set.
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Bulk Delete: This is identical to the Delete operation except that it allows you to work with an external file containing many records.
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Upsert: This is used to prevent the insertion of duplicate records into Salesforce. The Upsert operation checks, based on field values, the existence of an object instance and updates the object if one exists or inserts a new one if it does not. The Upsert option is only available for objects that can be both updated and created.
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Bulk Upsert: This is identical to the Upsert operation except that it allows you to work with an external file containing many records.
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| Only object-supported operations (based on the object type and user privileges) are displayed. |
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Batches Mode
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This field is only available when you select one of the Bulk operations in the Operation field. It enables you to control the way in which a job processes batches. Select one of the following from the drop-down list:
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Batch Size
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This field is only available when you select Create, Update, or Upsert in the Operation field.
This controls the maximum number of objects sent in each request to Salesforce. Enter a value between 1 and 200.
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Upsert Field Name
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This field is only available when you select Upsert or Bulk Upsert in the Operation field.
The fields that are listed are the unique fields for the selected object. At least one object must be selected for the Upsert lookup process. The selected object must be mapped with a value later on.
When working with the Bulk Upsert operation, the field selected here must also be selected in the Object Fields List so that it will appear in the Data Mapper screen.
For more details, see the Upsert operation in the Salesforce API documentation.
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New Object ID
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This field is only available when you select Create or Upsert in the Operation field.
Click to open the Variables List and select a variable that will hold the object ID that was upserted.
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Return Fields
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This field is only available when you select Query, Query All, or Bulk Query in the Operation field.
You can choose All by selecting the adjacent check box, or you can select specific fields from the Object Fields List.
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Return Child Objects
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This field is only available when you select Query, Query All, or Create in the Operation field.
If you selected Query or Query All in the Operation field, the object will be fetched together with its selected child objects to a single XML file.
You can perform a query on both the parent object and its child objects.
If you selected Create in the Operation field, the object will be fetched together with its selected child objects.
Click to open the Child Objects List. Here, you can select the child objects that you want to return.
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| You cannot perform Query or Query All operations on an object that has more than 20 child objects selected. |
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Object Fields
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This field is only available when you select one of the Bulk operations in the Operation field.
Click to open the Object Fields List. This enables you to select the required object fields and fill in their relationship details. You can enter relationship data for Index and External ID fields only. By default, no fields are selected.
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Return Job ID
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This field is only available when you select one of the Bulk operations in the Operation field.
Click to open the Variables List and select a variable that will hold the returned job ID.
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Result Options
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Store result in
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Defines where you want to store the resulting XML file. Select one of the following from the drop-down list:
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File: Select a file to hold the object data that is returned by Salesforce. Click  to open the Expression Editor or click  and enter the file path where this information is to be stored.
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Variable (default is C.UserBlob): Select a variable to hold the object data that is returned by Salesforce.
Click to open the Variables List. Select a variable where this information is to be stored.
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Split files: Splits a large XML file into several smaller XML files. If you select this option, you need to enter the required information in the Split Files Options section of this dialog box (below).
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Operation success
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This field lets you easily determine if the data object was successfully located in Salesforce. Select one of the following from the drop-down list:
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None (default): Select this option if you do not want to save the connector’s success or failure status.
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Variable: Select the variable where you want to store the connector's success or failure status.
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When working with any of the Bulk operations (above), this field determines whether the Salesforce job was successfully created by Magic xpi.
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Split Files Options
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Directory
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The directory holding the split files. Click to open the Expression Editor and enter the directory name.
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Prefix
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The prefix of the split files. Click to open the Expression Editor and enter the prefix.
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Records per file
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The number of records in each split file. Click to open the Expression Editor and enter the required number of records.
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Number of splits
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The numeric variable where the number of splits will be returned to. Click to open the Variables List and select the required variable.
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