The Salesforce Bulk Upload function is used to map and push data to Salesforce Objects for handling billing. This function is a processor. The function integrates directly with Salesforce with Bulk API 2.0 v49.
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- Salesforce Usage Object, with or without added custom field mappings
- Standard or custom objects, using custom field mappings
Configuration
Under OAuth Credentials, enter the the followingThe configuration of the Salesforce Bulk Upload function the following sections: Environment, OAuth Credentials, Object Configuration, Field Mapping and Response Timeout.
Environment
In Environment, the Tenant drop-down menu allows users to select their tenant environment. Currently the following options are available:
- Salesforce Production
- Salesforce Sandbox
- Custom
By default the URL fields for the Production and Sandbox tenant environments are not editable. Selecting the Custom option lets you set a custom URL for accessing the environment.
OAuth Credentials
In OAuth Credentials, specify the following fields:
- Client ID (Consumer Key)
- Client Secret (Consumer Secret)
- Username
Password
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You can also use the Secrets Wallet toggle button to select a predefined secret from your Secrets Wallet. |
Object Configuration
Under Object Configuration, select to use Usage object or Other (standard or custom). You can toggle between the two selections at any time.
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Any modifications, that is, adding or removing fields are remembered when When toggling between Usage and Other objects, any modifications to the Field Mapping field in both object types are retained. However, the Object API Name field in the Other . (standard/custom) selection is cleared whenever you toggle back to Usage object. |
Field Mapping
Under Field Mapping, enter the source and target fields Source Field Name and Target Field Name. Custom fields can be added as needed.by clicking + Add custom field mapping or removed as required.
Response Timeout
Under Response Timeout, enter the number of seconds to wait for job completion. The default value is set to 60 seconds.
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After configuring the Salesforce Bulk Upload function, it must be noted that the data initially displayed in the Preview is mock data. Mock data refers to fake data that is displayed to avoid unnecessary usage creation. You must run the stream to produce the actual results. |
Example Field Mappings
In the first example, Usage is selected. Select source field from the drop-down menu. The target fields uses the default field names and are greyed out.
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Only the first three fields are mandatory while the next three fields can be removed, using the remove button to the right of the target name. You can manually restore fields if they were removed by mistake, or use another copy of the function and start over. |
The second example shows a simple use of the selection Other (standard or custom). Add fields manually as needed.
As mentioned, the data handled by the function is either usage data objects or custom data objects. In both cases, additional data can be added.
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