Task Factory - Urban Outfitters
"We have found that Task Factory tremendously speeds up the development process and improves performance by means of the high-performance components."

Tim Harris

BI Data Engineer

Urban Outfitters Inc.

Task Factory - Jay Cole
"I purchase Task Factory over a year ago, and let me tell you, IT WORKS FLAWLESSLY. I haven’t had a single problem with it, and I used to HATE having to make changes with the version you’re using. My advice (for what it’s worth) is to pay the money!"

Jay Cole

Task Factory
"I have found Task Factory to be a huge time saver with SSIS development. The SalesForce components alone saved close to two months of work on a major integration project. I highly recommend!"
Alan Rubel
Database Administrator
Joint Commission Resources
Task Factory Loews Corporation
"We bought the product mostly because of the company's reputation for the service they provide and the specific need of a secure SFTP task."

Matt Cushing

Application Systems Analyst/Developer

Loews Corporation

Greater New York City Area

Task Factory - Mark Marinovic
"We bought Task Factory primarily for the SCD Type 2 task, as it enabled us to do several things the built-in SSIS SCD task did not do. Task Factory comes highly recommended from me as our ROI was reached in just days."

Mark Marinovic

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Task Factory SalesForce.com Destination

With this component you will be able to very easily add data from your system into your salesforce.com account with very little configuration.

Feature Highlights

  • The easy to use UI allows mapping of columns from your data to columns in the salesforce.com
  • *Must have an enterprise salesforce.com account to use this task. This is a salesforce.com requirement.
SalesForce.com Destination

Salesforce.com Destination - Step 1

UI Overview

The Salesforce.com Destination is used to send data to a salesforce.com object


UI Overview

The Salesforce.com Destination is used to send data to a salesforce.com object


Salesforce.com Destination - Step 2
The first step in configuring the SalesForce.com destination is to select or create a connection. If a connection has not been created select "<Create New SalesForce.com Connection...>".

Selecting "<Create New SalesForce.com Connection...>" will show the SalesForce.com connection manager window.

The first step in configuring the SalesForce.com destination is to select or create a connection. If a connection has not been created select "<Create New SalesForce.com Connection...>".

Selecting "<Create New SalesForce.com Connection...>" will show the SalesForce.com connection manager window.

Salesforce.com Destination - Step 3
SalesForce.Com Connection Manager

The SalesForce.com login information is the SalesForce.com email address and the password + security token. If you don't have your security token you must request it from SalesForce.com by clicking the "Setup" link at the top of the SalesForce.com website after you have logged into your account. Then click on the "Reset your security token" under the "My Personal Information".

SalesForce.Com Connection Manager

The SalesForce.com login information is the SalesForce.com email address and the password + security token. If you don't have your security token you must request it from SalesForce.com by clicking the "Setup" link at the top of the SalesForce.com website after you have logged into your account. Then click on the "Reset your security token" under the "My Personal Information".

Salesforce.com Destination - Step 4

Sandbox URLS

If you're using a salesforce.com sandbox account the Server URL (optional) textbox in the Advanced tab needs to be changed to point to a sandbox webservice url. Choose from one of the url's below:

Sandbox URLS

If you're using a salesforce.com sandbox account the Server URL (optional) textbox in the Advanced tab needs to be changed to point to a sandbox webservice url. Choose from one of the url's below:

Salesforce.com Destination - Step 5
After a connection has been selected or created an object will need to be selected. The selected object is where the data will be inserted within your salesforce.com account.

After a connection has been selected or created an object will need to be selected. The selected object is where the data will be inserted within your salesforce.com account.

Salesforce.com Destination - Step 6

By default, the "Action" will be "Insert". The action can be changed by clicking the "Action" drop down list and choosing on the four options.

  1. Insert - Use this option to Insert data into the SalesForce object
  2. Upsert - Use this option to Insert data into the SalesForce object if the data doesn't exist (based on External ID) or Update the data if it already exists (based on Externa ID field). Upsert requires that an External ID be added to your SalesForce object in your SalesForce.com account. The External ID needs to be selected in the UI and that the ExternalID column in your SalesForce object be mapped in the mappings.

The External ID column is filled with data from your local system that contains a unique identifier (usually a primary key from a table). The External ID is used to check whether the row of data exists in the SalesForce object

By default, the "Action" will be "Insert". The action can be changed by clicking the "Action" drop down list and choosing on the four options.

  1. Insert - Use this option to Insert data into the SalesForce object
  2. Upsert - Use this option to Insert data into the SalesForce object if the data doesn't exist (based on External ID) or Update the data if it already exists (based on Externa ID field). Upsert requires that an External ID be added to your SalesForce object in your SalesForce.com account. The External ID needs to be selected in the UI and that the ExternalID column in your SalesForce object be mapped in the mappings.

The External ID column is filled with data from your local system that contains a unique identifier (usually a primary key from a table). The External ID is used to check whether the row of data exists in the SalesForce object

Salesforce.com Destination - Step 7
Update - Update your data in SalesForce object based on the ID column from the SalesForce object. This means that the ID from the SalesForce object needs to exist in the local source data. To get the the ID column data the TF SalesForce Source Adapter needs to be used to retrieve the data or the ID needs to be retrieved and updated using the output of the SalesForce Destination. To see an example of this, watch the training video above. 

The update requires that the ID column of the SalesForce object be mapped as well. 

Update - Update your data in SalesForce object based on the ID column from the SalesForce object. This means that the ID from the SalesForce object needs to exist in the local source data. To get the the ID column data the TF SalesForce Source Adapter needs to be used to retrieve the data or the ID needs to be retrieved and updated using the output of the SalesForce Destination. To see an example of this, watch the training video above. 

The update requires that the ID column of the SalesForce object be mapped as well. 

Salesforce.com Destination - Step 8
Delete - Delete is used to delete data from the SalesForce object. Again, the ID column of the SalesForce object needs to be used to delete the data. The only column available will be the ID column from the SalesForce object.

Delete - Delete is used to delete data from the SalesForce object. Again, the ID column of the SalesForce object needs to be used to delete the data. The only column available will be the ID column from the SalesForce object.

Salesforce.com Destination - Step 9
After an object is select the Map SalesForce Destination Columns grid will be filled. Any column names that match will be automatically mapped.

After an object is select the Map SalesForce Destination Columns grid will be filled. Any column names that match will be automatically mapped.

Salesforce.com Destination - Step 10
If you want to add more mappings, simply click on the "Input Column" and select the source column that will be mapped to the Destination column.

If you want to add more mappings, simply click on the "Input Column" and select the source column that will be mapped to the Destination column.

Salesforce.com Destination - Step 11
After all of the mappings are selected they will be highlighted in green.

After all of the mappings are selected they will be highlighted in green.

Salesforce.com Destination - Step 12
Handling Errors

There are three options for handling data errors in the SalesForce Destination Adapter.

Fail Component - In this option the component will fail upon the first data error that is thrown.
Redirect row to error output - In this option the rows of data that failed will be sent to to the error output which then can be used to handle the data errors
Ignore failure - With this option the failures are ignored but reported in the Execution Results log
Retrieving the ID of the SalesForce object

When data is inserted into a SalesForce object and ID is generated by the SalesForce API. With the SalesForce destination it's possible to retrieve this value and update your local source data with it's value. To see how to do this, watch the training video above

Handling Errors

There are three options for handling data errors in the SalesForce Destination Adapter.

Fail Component - In this option the component will fail upon the first data error that is thrown.
Redirect row to error output - In this option the rows of data that failed will be sent to to the error output which then can be used to handle the data errors
Ignore failure - With this option the failures are ignored but reported in the Execution Results log
Retrieving the ID of the SalesForce object

When data is inserted into a SalesForce object and ID is generated by the SalesForce API. With the SalesForce destination it's possible to retrieve this value and update your local source data with it's value. To see how to do this, watch the training video above

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