Salesforce Bulk Upload

Owned by Former user (Deleted)
Last updated: Sept 26, 2024 by Felicity Borrelli
3 min read

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.

For more information about Bulk API 2.0 v49, see Bulk API 2.0 v49

To use the function, you must have the following knowledge:

The data pushed to Salesforce Objects can be either of the following:

  • Salesforce Usage Object, with or without added custom field mappings

  • Standard or custom objects, using custom field mappings

Configuration

The configuration of the Salesforce Bulk Upload Function is 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

Note!

You can also use the Secrets Wallet toggle button to select a predefined secret from your Secrets Wallet.

Object Configuration

Under Object Configuration, select use Usage object or Other (standard or custom). You can toggle between the two selections at any time.

Note!

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 Field Name and Target Field Name. Custom fields can be added 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.

Note!

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 the source field from the drop-down menu or type the field name in Add . The target fields use the default field names and are greyed out.

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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