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Bulk Operation

This task will update, insert or delete multiple records in Salesforce at a time. The records can all be stored in a single file, or split up into separate files.

XML

Connection Settings

Content Type

Optional
Select the type of content being uploaded to Salesforce. The available options are XML and CSV.

Salesforce Connection

Required
The Salesforce Connection to use for the bulk operation. See the Connecting to Salesforce (Bulk) article if you require more information on how to create/manage connections.

Salesforce Settings

Concurrency Mode

Required
The concurrency mode for the bulk job. Use serial mode if you experience errors related to locking.

External ID

Dependant
The field in Salesforce of type External ID to use to when looking for existing records. Required when the Operation Type is set to Upsert. If no External ID field is available, the Importing Records into Salesforce (Bulk) task can be used as an alternative.

Input File(s)

Required
The file(s) to upload to Salesforce. XML field names must match Salesforce API field names, custom fields are usually named like "Account_Ref__c". If using multiple files, you can either select the 'Use a list' option and enter each file name, or select the 'Use output from the previous task' option and generate a list of files dynamically using a List Files task.

Object Type

Required
The record type to upload e.g. Account.

Operation Type

Required
Select the type of operation to perform against Salesforce. Choose from delete, insert, upsert, update or hard delete.

Output Location

Required
The file or folder to output the results of the operation to.

Zynk Settings

See Common Task Settings.

Examples

Sample input file, which when the Operation Type is set to Update, will update the accounts with ID 0014000000LALdXXXX and 0012300000LALdXXXY, setting values for the credit limit and balance custom fields:

<?xml version="1.0" encoding="utf-8"?>
<sObjects xmlns="http://www.force.com/2009/06/asyncapi/dataload">
  <sObject>
    <Id>0014000000LALdXXXX</Id>
    <Balance__c>250.00</Balance__c>
    <Credit_Limit__c>1000.00</Credit_Limit__c>
  </sObject>
  <sObject>
    <Id>0012300000LALdXXXY</Id>
    <Balance__c>5230.00</Balance__c>
    <Credit_Limit__c>6000.00</Credit_Limit__c>
  </sObject>
</sObjects>

Sample output file:

<?xml version="1.0" encoding="utf-8"?>
<sObjects xmlns="http://www.force.com/2009/06/asyncapi/dataload">
  <sObject>
    <Id>0014000000LALdXXXX</Id>
    <Balance__c>250.00</Balance__c>
    <Credit_Limit__c>1000.00</Credit_Limit__c>
  </sObject>
  <sObject>
    <Id>0012300000LALdXXXY</Id>
    <Balance__c>5230.00</Balance__c>
    <Credit_Limit__c>6000.00</Credit_Limit__c>
  </sObject>
</sObjects>