Used with SalesForce.com Source and SalesForce.com Destination.
Login Information Tab
|User Name (email address)||This is your log in email address for SalesForce.com.|
|Password and Security Token||If you do not have your security token you must request it from SalesForce.com. You can do this by logging into your SalesForce account on their site, selecting the Setup link, and then selecting to Reset your security token.|
Important: Enter the password and security token without a delimiter, in the following format:
|Timeout (seconds)||Seconds before the connection times out trying to connect.|
|Server URL (optional)||If you are using a SalesForce.com sandbox account the Server URL text box needs to be changed to point to a sandbox web service URL.|
|Reuse same connection across all tasks||This option allows you to use the same connection across any SalesForce task that is part of your package, that uses this connection manager.|
|Number of retry attempts||Identifies the number of attempts to reconnect to Salesforce before the component fails. This option is useful when pulling large datasets and executions fail due to timing out.|
Proxy Information Tab
Note: Auth Scheme is only available on machines that are running SQL 2008 only.
|Use Proxy||If you wish to make your connection through a proxy you first select Use Proxy, and then fill out the appropriate information below in the Proxy Information pane.|
|Source Icon||Source Description|
|The SalesForce.com source is used to retrieve data from SalesForce.com objects within an SSIS package. The data is retrieved using a SQL statement built by the SalesForce.com source. See the SalesForce.com Connection Manager to learn more about setting up the connection manager.|
|Connection||Here you select a connection manager that already exists or you may choose to create one.|
|SalesForce Object||The name of the SalesForce.com object that is used to retrieve data from your SalesForce.com account. Choose your object from the drop down list after connecting to SalesForce.com. Once your object is selected, a query is created in the text box below.|
|Batch Size||Determines the number of rows that are retrieved during a single round trip to the SalesForce.com server.|
|Include Deleted / Archived Records||Selecting this option returns deleted and archived records. The IsDeleted column in the output allows you to determine whether the row is deleted.|
|Output Date As:||Using BulkQuery mode, you can choose between the Local Time Zone or UTC Time Zone options.|
|Bulk Concurrency||Using the BulkQuery mode, you can choose between parallel (based on the batch size) and serial (one record at a time) modes.|
|Status Check Interval (seconds)||The amount of time in seconds before a status check occurs.|
Note: The Status Check Interval is two seconds by default.
|Edit SalesForce Query||Selecting this makes the auto filled query editable.|
Note: : Variable replacements can be used within queries. The syntax used is <User::MyVariableName>. For variable replacements that require the elimination of tics (''), use the syntax <User::MyVariableName, false>.
For example: SELECT <User::OpportunityId, false> FROM Opportunity
|SalesForce Query Window||Once your object is selected, this window fills with a query.|
|Variable Parameters||Variables here can be dragged into the query window to edit or create new queries.|
Export Data from Salesforce Source In Under 2 Minutes
|Destination Icon||Destination Description|
|The SalesForce.com Destination is used to send data to a SalesForce.com object. See the SalesForce.com Connection Manager to learn more about setting up the connection manager.|
|Connection||Here you select an existing SalesForce.com connection, or create a new one.|
|SalesForce Object||Once selecting the connection, you then select and object where the data is inserted within your SalesForce.com account.|
|Upsert External ID||If you selected the Upsert action you must select your External ID here.|
|Batch Size||You can configure a custom batch size (200 or less).|
|Assignment Rule||Select an assignment rule created for their object(s). Rules can be ignored by selecting [No Assignment Rule].|
|Bulk Concurrency||Using bulk processing mode, you can choose between parallel (based on the batch size) and serial (one record at a time) modes.|
|Map SalesForce Destination Columns||Once you have an object selected, the columns here will be filled. Any column names that match are automatically mapped. To map more columns, select on the Input column that you wish to be mapped to the destination column.|
|How to handle errors||There are three options to handle errors:|
|Refresh Salesforce Columns||Selecting this button allows the component to refresh the metadata and update any changes made in Salesforce after the destination was opened.|
|Wait For Bulk Results||This selection can be used along with the bulk processing mode. When selected, it sends a batch of rows to a job and waits for the results of the operation (insert, update, upsert, delete) and then outputs the results to the success output with the ID's generated by Salesforce when updated or created. If this option is not selected, the component does not wait for the results and processes the execution as quickly as possible, and the Salesforce ID is not properly returned.|
|Use Legacy Output Mode||In legacy versions of Task Factory, you could update the unique ID's created by Salesforce.com by connecting a destination component to the Salesforce Destination's error output. This legacy output also returned errors (when error handling was enabled) which could be confusing when sifting through multiple updates mixed with errors. The current version now defaults with the option turned off thus directing the unique ID to the success output. This change allows you to separate the data returned from Salesforce.com from the error output.|
Configuring the Salesforce Destination using Expressions
Users who wish to use expressions to configure different properties of the Salesforce Destination should follow these steps:
- Return to the package's control flow.
- Right-click the Data Flow that contains the Salesforce Destination and select properties.
- Navigate to the Expressions property and select the ellipsis.
- Select the property in the dropdown menu to be configured.
Additional Information: See the Task Factory Error Row Handling article for more information about this functionality.