Create Bulk Job
salesforce.bulk_create_job
ActionCRM & salesconnection required
Calls the Salesforce REST API at the connection's instance URL.
Open a Bulk API 2.0 ingest job for a CSV load of one sObject.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- OAuth 2.0
- Providers
- Salesforce
- Secret shape
- {"client_id", "client_secret", "refresh_token"}
- Config it needs
- login_url, api_version
- Resolved by
- config.connection_id, else node.connection_id
Configuration
6 fields, 2 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
sobject sObject the job loads, e.g. Contact. Supports {{ }}. | string | Yes | — | — | — |
operation What the job does to each CSV row. | string | Yes | — | one of "insert", "update", "upsert", "delete", "hardDelete" | — |
external_id_field API name of the external-id field to match on. Required for an upsert job. | string | No | — | — | — |
line_ending How the uploaded CSV ends its lines. Salesforce defaults to LF. | string | No | — | one of "LF", "CRLF" | — |
column_delimiter How the uploaded CSV separates columns. Salesforce defaults to COMMA. | string | No | — | one of "BACKQUOTE", "CARET", "COMMA", "PIPE", "SEMICOLON", "TAB" | — |
assignment_rule_id Id of an assignment rule to run over Lead or Case rows. | string | No | — | — | — |
Output
One shape.
result
| Field | Type | Example |
|---|---|---|
job_id The ingest job id. | string | — |
state Open, UploadComplete, InProgress, JobComplete, Aborted or Failed. | string | — |
object The sObject the job loads. | string | — |
operation insert, update, upsert, delete or hardDelete. | string | — |
created_date When the job was created. | string | — |
content_url Where the CSV batch is uploaded (the batches path). | string | — |
records_processed How many records Salesforce has processed so far. | number | — |
records_failed How many records failed. | number | — |
error_message Why the job failed, when it did. | string | — |
job_type V2Ingest for a Bulk API 2.0 ingest job. | string | — |
content_type Always CSV for Bulk API 2.0 ingest. | string | — |
line_ending LF or CRLF. | string | — |
column_delimiter The CSV delimiter the job expects. | string | — |
{
"column_delimiter": "",
"content_type": "",
"content_url": "",
"created_date": "",
"error_message": "",
"job_id": "",
"job_type": "",
"line_ending": "",
"object": "",
"operation": "",
"records_failed": 0,
"records_processed": 0,
"state": ""
}Notes
- The job opens in state Open and loads nothing until it is closed with salesforce.bulk_close_job.
Templates that use Salesforce
Solutions with Salesforce
See Create Bulk Job run in a workflow.
In a technical demo we add the Salesforce connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.