Salesforce Emitter
Salesforce as a target is supported by Gathr.
Salesforce Emitter Configuration
To add a Salesforce emitter to your pipeline, drag the emitter onto the canvas and connect it to a Data Source or processor. Right-click on the emitter to configure it as explained below:
| Field | Description |
|---|---|
| Connection Name | Connections are the service identifiers. A connection name can be selected from the list if you have created and saved connection details for Salesforce earlier. |
| Table Name | Existing table name of the specific Salesforce account should be selected. |
| Save Mode | Save Mode is used to specify the expected behavior of saving data to the target relational database table. Append: When persisting data, if data/table already exists, contents of the Schema are expected to be appended to existing data. Update: When persisting data, if data/table already exists, existing data is expected to be updated by the contents of the Data with additional option as specified in the Update Type option below. |
If Save Mode field is selected with Update option, additional field will be displayed as given below:
| External ID Field | A field for upsert operation should be selected. |
Additionally, there is an option to create new custom Salesforce object.
| Create Table | Check mark this option if you want to create a custom object in Salesforce. |
If Create Table field is selected, additional fields will be displayed as given below:
| Replace Table | Option to delete and create a new custom Salesforce object. |
| Table Name | The table name provided here will be used in tabs, page layouts and reports. |
| Record Name Field | The record name field appears in the page layouts, key lists, related lists, lookups and search results. For example: The record name for Account is “Account Name” and for Case it is “Case Number”. |
| Data Type | Data type should be selected for the record name field. |
| Add Column | Option to add columns by providing Field Name and selecting Data Type and Default Value. |
| Save Mode | Save Mode is used to specify the expected behavior of saving data to the target relational database table. Append: When persisting data, if data/table already exists, contents of the Schema are expected to be appended to existing data. Update: When persisting data, if data/table already exists, existing data is expected to be updated by the contents of the Data with additional option as specified in the Update Type option below. |
If Save Mode field is selected with Update option, additional field will be displayed as given below:
| External ID Field | A field for upsert operation should be selected. |
| ADD CONFIGURATION | Enables to configure additional custom properties. |
Click on the Next button. Enter the notes in the space provided.
Click on the Done button for saving the configuration.
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