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MultiExcerptNamecloud-studio-banner
PageWithExcerptCloud Studio

Salesforce Connector

Overview

This topic provides information about using Jitterbit Harmony Cloud Studio to connect to Salesforce. Typically, this is done using the Salesforce connector (though standards-based connectors for REST and SOAP APIs are also available).

This topic covers information on connecting to Salesforce organized into three types of documentation:

  • Salesforce Configuration: These pages cover reference information on the basics of Salesforce connector configuration:
    • Connection: Establishes access with a specific Salesforce endpoint.
    • Query Activity: Queries data from a Salesforce connection endpoint and is intended to be used as a source in an operation.
    • Insert Activity: Inserts new data in a Salesforce connection and is used endpoint and is intended to be used as a target in an operation.
    • Update Activity: Updates existing data in a Salesforce connection and is used endpoint and is intended to be used as a target in an operation.
    • Upsert Activity: Both updates existing data and inserts new data in a Salesforce connection and is used endpoint and is intended to be used as a target in an operation.
    • Delete Activity: Deletes data in a Salesforce connection and is used endpoint and is intended to be used as a target in an operation.
    • Bulk Query Activity: Queries a large number of records from a Salesforce connection endpoint and is intended to be used as a source in an operation.
    • Bulk Insert Activity: Inserts a large number of new records in a Salesforce connection endpoint and is intended to be used as a target in an operation.
    • Bulk Update Activity: Updates a large number of existing records in a Salesforce connection endpoint and is intended to be used as a target in an operation.
    • Bulk Upsert Activity: Both updates a large number of existing records and inserts a large number of new records in a Salesforce connection endpoint and is intended to be used as a target in an operation.
    • Bulk Delete Activity: Deletes a large number of records from a Salesforce connection endpoint and is intended to be used as a target in an operation. Deleted records are stored in the Salesforce Recycle Bin prior to being permanently deleted.
    • Bulk Hard Delete Activity: Hard deletes a large number of records from a Salesforce connection endpoint and is intended to be used as a target in an operation. Hard deleted records automatically become eligible for deletion.
  • Salesforce How-tos: These pages provide instructions on how to accomplish certain tasks with Salesforce integration projects:
  • Salesforce Troubleshooting: These pages provide troubleshooting details for overcoming challenges with Salesforce integration projects:
    • Record Limits: Recommendations on enabling chunking if you run into Salesforce API record limits.
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