Bulk Push (11:30 min)
Completion requirements
01 Getting Started
This tutorial covers bulk pushes to Salesforce, including:
- Pushing records to Salesforce without using bulk.
- Using bulk batches.
- Update records in Salesforce using bulk.
02 The Set Up
A repeat strip was set up that contains a text field labeled Last Name which will be used to push the last names of contacts. Three buttons with the following on-click actions were configured:
- Add - Will add multiple indexes to the strip so multiple contacts can be pushed.
- Push - Will push contacts to Salesforce. When configuring the Salesforce push mapping, the Last Name Salesforce field was mapped to the Last Name field in the repeat strip.
- Get - Will pull contact information from Salesforce.
03 Push Button
When in preview mode, add more fields to your project by clicking the Add button. Enter different names into each Last Name field and click the push button.
Go back to your project and navigate to your Salesforce Integration window. In your integration logs, you will see there are three different pushes for each of the last names.
Note: If one of the fields is left blank and when the push runs this integration will fail as there is nothing to push to Salesforce.
You can find details about the error in your Salesforce integration logs.
Go back to your project and navigate to your Salesforce Integration window. In your integration logs, you will see there are three different pushes for each of the last names.
Note: If one of the fields is left blank and when the push runs this integration will fail as there is nothing to push to Salesforce.
You can find details about the error in your Salesforce integration logs.
04 Bulk Push
If you want your Salesforce data to be pushed in one bulk push instead of each push running separately, all you need to do is simply enable the bulk mode feature.
1. Navigate to your Salesforce push.
2. In the Object Settings tab, enable Bulk Mode and configure how many records to push in each batch. We recommend smaller batches to ensure your data is pushed safely.
Save and preview your project. To demonstrate how bulk mode affects your integration logs, the second last name field was left empty.
Navigate back to the integration logs. The push actions are now combined into one. Note that there is no error message for the blank field as this this was pushed in bulk. In general, bulk pushes can be slower than pushing data separately.
1. Navigate to your Salesforce push.
2. In the Object Settings tab, enable Bulk Mode and configure how many records to push in each batch. We recommend smaller batches to ensure your data is pushed safely.
Save and preview your project. To demonstrate how bulk mode affects your integration logs, the second last name field was left empty.
Navigate back to the integration logs. The push actions are now combined into one. Note that there is no error message for the blank field as this this was pushed in bulk. In general, bulk pushes can be slower than pushing data separately.
05 Batches
The Salesforce bulk push will run according to the batches you create. This means that if 10 contacts are created, they will run in two separate batches of 5.
06 Running Updates in Bulk
If you choose the Update action when configuring your Salesforce action, the bulk option is not available.
If you enable Record ID mode, the bulk option is displayed.
Record ID mode allows you to update a record only if a condition is based on the records' Record ID.
Save and preview your project. Click the Get button to pull through your contact's last name, and update a few surnames. When pushing the updates to Salesforce, only content that matches the condition will be pushed to Salesforce.
If you enable Record ID mode, the bulk option is displayed.
Record ID mode allows you to update a record only if a condition is based on the records' Record ID.
Save and preview your project. Click the Get button to pull through your contact's last name, and update a few surnames. When pushing the updates to Salesforce, only content that matches the condition will be pushed to Salesforce.