Salesforce Service Cloud Insert Activity

Introduction

A Salesforce Service Cloud Insert activity, using its Salesforce Service Cloud connection, inserts new data into Salesforce Service Cloud and is intended to be used as a target to consume data in an operation.

The Insert activity is used to create new records in Salesforce Service Cloud. If instead you want to insert records if they do not already exist, as well as update records if they do exist, use a Salesforce Service Cloud Upsert activity.

Create a Salesforce Service Cloud Insert activity

An instance of a Salesforce Service Cloud Insert activity is created from a Salesforce Service Cloud connection using its Insert activity type.

To create an instance of an activity, drag the activity type to the design canvas or copy the activity type and paste it on the design canvas. For details, see Create an activity instance in Component reuse.

An existing Salesforce Service Cloud Insert activity can be edited from these locations:

• The design canvas (see Component actions menu in Design canvas).

• The project pane's Components tab (see Component actions menu in Project pane Components tab).

Configure a Salesforce Service Cloud Insert activity

Follow these steps to configure a Salesforce Service Cloud Insert activity:

• Step 1: Enter a name, select an object, and specify settings
  Provide a name for the activity and select an object to be used when inserting data.

• Step 2: Review the data schemas
  Any request and response schemas generated from the endpoint are displayed.

Step 1: Enter a name, select an object, and specify settings

In this step, you provide a name for the activity and select an object to be used when inserting data.

• Name: Enter a name to use to identify the Salesforce Service Cloud Insert activity. The name must be unique for each Salesforce Service Cloud Insert activity and must not contain forward slashes (/) or colons (:).

• Select the Object Reference: Use the dropdown to select a Salesforce Service Cloud standard or custom object to insert data into. Enter any column's value into the search box to filter the list of objects. The search is not case-sensitive.

  Note

  If the list does not populate with available objects, note the following troubleshooting tips:

  • The Salesforce Service Cloud connection may not be successful. Ensure you are connected by reopening the connection and retesting the credentials.

  • A Salesforce password that uses extended ASCII characters, such as £, may cause the following error when fetching data during activity configuration:

    Invalid username, password, security token; or user locked out. [INVALID_LOGIN]
    

    In this case, the connection test may still be successful. If you receive this error during activity configuration and are using special characters in the password, try changing the password.

• Refresh: Click the refresh icon to reload objects from the Salesforce Service Cloud endpoint. This may be useful if you have recently added objects to Salesforce Service Cloud.

• Optional Settings: Click to expand additional optional settings:

  

  • Operation Options: These options apply to an operation that a Salesforce Service Cloud Insert activity is used within.

    Tip

    Additional options can be set in an operation's operation options.

    • Insert Null Values: Select the checkbox to allow null values to be inserted or updated. If this option is not selected, if a value being mapped has a null value or is blank (has an empty string), it is not processed.

• Save & Exit: If enabled, click to save the configuration for this step and close the activity configuration.

• Next: Click to temporarily store the configuration for this step and continue to the next step. The configuration will not be saved until you click the Finished button on the last step.

• Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.

Step 2: Review the data schemas

In this step, any request or response schemas generated from the endpoint are displayed:

• Data Schema: The request and response data schemas are displayed. If the operation uses a transformation, the data schemas are displayed again later during the transformation mapping process, where you can map to target fields using source objects, scripts, variables, custom values, and more.

  The version of Salesforce REST API that is used depends on the Jitterbit agent version you are using. See Prerequisites and supported API versions for links to documentation on the schema fields.

  Warning

  For a Salesforce Service Cloud Insert activity, the Salesforce record ID cannot contain a mapping.

  Note

  To refresh a data schema in an existing activity, you must advance through each activity configuration step again, making at least one change (such as adding and removing a character from the end of the name of the activity) to force a refresh of the schema.

• Back: Click to temporarily store the configuration for this step and return to the previous step.

• Finished: Click to save the configuration for all steps and close the activity configuration.

• Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.

Next steps

After configuring a Salesforce Service Cloud Insert activity, you can use it within an operation as described below. After running an operation containing a Salesforce Service Cloud activity on a private agent, you can download the operation's success and failure files.

Complete the operation

After configuring a Salesforce Service Cloud Insert activity, complete the configuration of the operation by adding and configuring other activities, transformations, or scripts as operation steps. You can also configure the operation settings, which include the ability to chain operations together that are in the same or different workflows.

Menu actions for an activity are accessible from the project pane and the design canvas. For details, see Activity actions menu in Connector basics.

Salesforce Service Cloud Insert activities can be used as a source with these operation patterns:

• Transformation pattern
• Two-target archive pattern (as the first target only)
• Two-transformation pattern (as either the first or second target)

Operations that contain a Salesforce Service Cloud activity can have only one Salesforce Service Cloud activity and cannot also contain any other activities except for those associated with the API, Database, File Share, FTP, HTTP, Local Storage, Temporary Storage, or Variable connectors.

A Salesforce Service Cloud activity can be used as an operation step in only a single operation. That is, you cannot reference the same activity multiple times within other operations. Instead, you can make a copy of a Salesforce Service Cloud activity to use elsewhere (see Component reuse).

Other patterns are not valid using Salesforce Service Cloud Insert activities. See the validation patterns on the Operation validity page.

Within a transformation, if using the option to mirror a schema provided by a non-bulk Salesforce Service Cloud activity, then the resulting mirrored schema will automatically be created with an additional root node called records with the child node(s) mirroring the schema. When fields within the child node(s) are mapped to, the node becomes a loop node to allow all records to be looped through (see Loop nodes under Data structures).

Operations that use Salesforce Service Cloud activities can also have operation actions configured to trigger on a SOAP fault — an error resulting from an incorrect message format, header processing, or incompatibility. Operation actions can be configured to run an operation or send an email after a SOAP fault occurs. For instructions on triggering an action on SOAP fault, refer to Operation actions.

To use the activity with scripting functions, write the data to a temporary location and then use that temporary location in the scripting function.

When ready, deploy and run the operation and validate behavior by checking the operation logs.

View success and failure files

If you are running an operation containing a Salesforce Service Cloud activity on a private agent, success and failure files are available for download in the Runtime Operations page of the Management Console. Select the relevant operation in the Runtime Operations table and click the Activity Logs tab in the bottom section of the screen to display download links for the files if available:

• Download Success File: If you are running the operation on a private agent, click the Download link to save the success records as a CSV file.

• Download Failure File: If you are running the operation on a private agent, click the Download link to save the failure records as a CSV file.