tSalesforceOutput – Docs for ESB 5.x

tSalesforceOutput

1. Drop tSalesforceInput and tSalesforceOutput from the Palette onto the design workspace.

2. Connect the two components together using a Row > Main link.

   

Querying the content to be deleted

1. Double-click tSalesforceInput to display
   its Basic settings view and define the
   component properties.

   

2. From the Property Type list, select
   Repository if you have already stored
   the connection to the salesforce server in the Metadata node of the Repository tree view. The property fields that follow are
   automatically filled in. If you have not defined the server connection
   locally in the Repository, fill in the details manually after selecting
   Built-in from the Property Type list.

   For more information about how to create the salesforce metadata, see
   Talend Studio User
   Guide.

3. In the Salesforce WebService URL field,
   use the default URL of the Salesforce Web service or enter the URL you want
   to access or select the Use an existing
   connection check box to use an established connection.

4. In the Username and Password fields, enter your login and password for the Web
   service.

5. Type in your intended query timeout in the Timeout
   (milliseconds) field. In this example, use the default
   number.

6. From the Module list, select the object
   you want to access, Account in this
   example.

7. From the Schema list, select Repository and then click the three-dot button to
   open a dialog box where you can select the repository schema you want to use
   for this component. If you have not defined your schema locally in the
   metadata, select Built-in from the
   Schema list and then click the
   three-dot button next to the Edit schema
   field to open the dialog box where you can set the schema manually.

8. In the Query Condition field, enter the
   query you want to apply. In this example, we want to retrieve the clients
   whose names are sForce. To do this, we use the query:
   "name='sForce'".

9. For a more advanced query, select the Manual input of SOQL query and enter
   the query manually.

Deleting the queried contents

1. Double-click tSalesforceOutput to display
   its Basic settings view and define the
   component properties.

   

2. In the Salesforce WebService URL field,
   use the default URL of the Salesforce Web service or enter the URL you want
   to access.

3. In the Username and Password fields, enter your login and password for the Web
   service.

4. Type in your intended query timeout in the Timeout
   (milliseconds) field. In this example, use the default
   number.

5. From the Action list, select the
   operation you want to carry out. In this example we select Delete to delete the sForce
   account selected in the previous component.

6. From the Module list, select the object
   you want to access, Account in this
   example.

7. Click Sync columns to retrieve the schema
   of the preceding component.

8. Press Ctrl+S to save your Job.

• Press F6 to execute the Job.

  Check the content of the Account object
  and verify that the sForce account(s) is/are deleted
  from the server.

1. Drag and drop the following components from the Palette onto the workspace: tFileInputDelimited, tSalesforceOutput and two tLogRow components.

2. Rename tFileInputDelimited as DataToInsert, tSalesforceOutput as InsertToSalesforce, and the two tLogRow components as DataInserted as well as DataRejected respectively.

3. Link DataToInsert to InsertToSalesforce using a Row > Main
   connection.

4. Link InsertToSalesforce to DataInserted using a Row > Main
   connection.

5. Link InsertToSalesforce to DataRejected using a Row > Reject
   connection.

   Note

   Deselect the Extended Output and
   Die on error check boxes in the
   Advanced settings view of the
   tSalesforceOutput component so that
   the Reject link is available .

   

Configuring the data source

1. Double-click DataToInsert to open its
   Basic settings view in the Component tab.

   

2. In the Property Type drop-down list,
   select Built-In.

   Note

   You can select Repository from the
   Property Type drop-down list to
   fill in the relevant fields automatically if the relevant metadata has
   been stored in the Repository. For more
   information about Metadata, see the
   Talend Studio
   User Guide.

3. In the File name/Stream field, type in
   the path of the source file, for example, E:/salesforceout.csv.

4. In the Header field, type in 1 to retrieve the column names. Keep the
   default settings for other fields.

Configuring the module for data insertion

1. Double-click InsertToSalesforce to open
   its Basic settings view in the Component tab.

   

2. In the Username field, enter your
   username, for example, cantoine@talend.com.

3. In the Password field, enter your
   password, for example, talendehmrEvHz2xZ8f2KlmTCymS0XU.

4. In the Action drop-down list, select
   insert.

5. In the Module drop-down list, select
   AdditionalNumber.

   Note

   When linking the components earlier, the Extended Output and Die on
   error check boxes have been deselected in the Advanced settings view so that the Reject link can appear.

6. Keep the default settings for other fields.

Configuring the console display

1. Double-click DataInserted to open its
   Basic settings view in the Component tab.

   

2. In the Mode area, select Table (print values in cells of a table) for a
   better view.

3. Perform the same operation for DataRejected.

4. Press Ctrl+S to save your Job.

• Press F6 to run the Job and you can find
  the erroneous data (if any) is displayed in the Run view.

  

  As shown above, there are two Call Center
  ID fields that have incorrect data.

1. Drag and drop the following components from the Palette onto the workspace: tFileInputExcel, tSalesforceIntput, tMap and
   tSalesforceOutput.

2. Rename tFileInputExcel as excel_source, tSalesforceIntput as load_salesforce_data, tMap
   as match_and_output and tSalesforceOutput as insert_to_contact_module.

3. Link the components using a Row >
   Main connection.

   

Configuring the source excel input

1. Double-click excel_source to open its
   Basic settings view in the Component tab.

   

2. Click the […] button next to the
   File name/Stream field to select the
   source file.

   The content looks like:

   

3. Select the All sheets check box to
   retrieve the data of the entire excel file.

4. Enter 1 in the Header field as the first line lists the column
   names.

5. Click the […] button next to the
   Edit schema field to open the schema
   editor.

   

6. Click the [+] button to add three
   columns, AccountId, LastName and Name.

7. Click OK to close the editor. Keep other
   default settings as they are.

Configuring the destination module and the desired operation

1. Double-click insert_to_contact_module to
   open its Basic settings view in the
   Component tab.

   

2. In the Username and Password fields, enter your authentication
   credentials.

3. Select insert in the Action list and Contact in the Module
   list.

4. Click the […] button next to Edit schema to open the schema editor.

   

5. Click to copy all the columns from the output table to the
   input table.

6. Click OK to close the editor.

Configuring the lookup source and establishing the mapping relations

1. Double-click load_salesforce_data to open
   its Basic settings view in the Component tab.

   

2. In the Username and Password fields, enter your authentication
   credentials.

3. In the Module list, select the Contact module to retrieve data.

4. Clear the Query Condition field.

5. Double-click match_and_output to open its
   map editor.

   

6. Select fields LastName and Name from the table row1 and drop them next to their counterparts in the table
   row2. This way, data from the excel
   file will be checked against their counterparts in the Contact module.

7. Select fields LastName and AccountID from the table row1 and drop them next to their counterparts in the table
   id. This way, qualified data from the
   excel file will be passed to their counterpart fields in the id table.

8. Click OK to close the map editor.

1. Press Ctrl+S to save your Job.

2. Press F6 to run the Job.

   

1. Drop a tSalesforceConnection, two
   tFixedFlowInput, two tSalesforceInput, two tSalesforceOutput and two tLogRow from the Palette
   onto the workspace.

2. Rename two tFixedFlowInput components as
   external ids to insert and emails to upsert, two tSalesforceInput components as Contact
   (in) and Account (in), two
   tSalesforceOutput components as
   Contact (out) and Account (out), and two tLogRow components as external ids
   inserted and emails
   upserted.

3. Link tSalesforceConnection to external ids to insert using the OnSubjobOk trigger.

4. Link external ids to insert to Account (out) using a Row > Main
   connection.

5. Link external ids to insert to Account (in) using the OnSubjobOk trigger.

6. Link Account (in) to external ids inserted using a Row > Main
   connection.

7. Link Account (in) to emails to upsert using the OnSubjobOk trigger.

8. Link emails to upsert to Contact (out) using a Row > Main
   connection.

9. Link emails to upsert to Contact (in) using the OnSubjobOk trigger.

10. Link Contact (in) to emails upserted using a Row > Main
    connection.

    

1. Double-click tSalesforceConnection to
   open its Basic settings view.

   

   In the Username and Password fields, enter the authentication
   credentials.

2. Double-click external ids to insert to
   open its Basic settings view.

   

3. Click the Edit schema button to open the
   schema editor.

   

   Click the [+] button to add three
   columns, namely Name, AccountID__c and AccountBizLicense__c, all of the String type. Note that
   AccountID__c and AccountBizLicense__c are customized fields in
   the Account module, with the attribute of external ID.

   Click OK to close the editor.

   Select the Use Inline Content (delimited
   file) check box in the Mode
   area and enter the data below in the Content box:

   Google;US666;C.A.666 Talend;FR888;Paris888

   1 2	Google;US666;C.A.666 Talend;FR888;Paris888

4. Double-click Account (out) to open its
   Basic settings view.

   

   Select the Use an existing connection
   check box.

   Select insert in the Action list and Account in the Module
   list.

5. Double-click Account (in) to open its
   Basic settings view.

   

   Select the Use an existing connection
   check box.

   Select Query in the Query mode list and Account
   in the Module list.

   In the Query Condition box, enter the
   filter statement: "name like 'Tal%' OR name like
'Goo%'".

6. Click the Edit schema button to open the
   schema editor.

   

   Click the [+] button to add three
   columns, namely Name, AccountID__c and AccountBizLicense__c, all of the String type.

   Click OK to close the editor.

7. Double-click external ids inserted to
   open its Basic settings view.

   

   Select the Table (print values in cells of a
   table) check box for a better view of the results.

8. Double-click emails to upsert to open its
   Basic settings view.

   

9. Click the Edit schema button to open the
   schema editor.

   

   Click the [+] button to add four columns,
   namely Email, AccountID, AccountBizLicense and LastName, all of the String type.

   Click OK to close the editor.

   Select the Use Inline Content (delimited
   file) check box in the Mode
   area and enter the data below in the Content box:

   andy@talend.com;Paris888;FR888;Andy anderson@talend.com;C.A.666;US666;Anderson

   1 2	andy@talend.com;Paris888;FR888;Andy anderson@talend.com;C.A.666;US666;Anderson

10. Double-click Contact (out) to open its
    Basic settings view.

    

    Select the Use an existing connection
    check box.

    Select upsert in the Action list, Email in the Upsert Key
    Column list and Contact in
    the Module list.

    Go to the Advanced settings view to set
    the relationship mapping:

    

    Click the [+] button to add two lines and
    select AccountBizLicense and AccountID in the list under the Column name of Talend Schema column.

    Enter the lookup relationship fields in the Lookup
    field name column, namely Account and Account__r.

    Enter the lookup module name in the Module
    name column, namely Account.

    Enter the external id fields in the External id
    name column, namely AccountBizLicense__c and AccountID__c, which are the customized fields (with the
    external id attribute) in the Account
    module.

    Note

    • Column name of Talend Schema
      refers to the fields in the schema of the component preceding
      tSalesforceOutput. Such
      columns are intended to match against the external id fields
      specified in the External id
      name column, which are the fields of the lookup
      module specified in the Module
      name column.

    • Lookup field name refers to
      the lookup relationship fields of the module selected from the
      Module list in the
      Basic settings view. They
      are intended to establish relationship with the lookup module
      specified in the Module name
      column.

    • For how to define the lookup relationship fields and how to
      provide their correct names in the Lookup
      field name column, go to the Salesforce website
      and launch the Salesforce Data Loader application for proper
      actions and information.

11. Double-click Contact (in) to open its
    Basic settings view.

    

    Select the Use an existing connection
    check box.

    Select Query in the Query mode list and Contact
    in the Module list.

    In the Query Condition box, enter the
    filter statement: "Email like 'And%'".

12. Click the Edit schema button to open the
    schema editor.

    

    Click the [+] button to add two columns,
    namely LastName and Email, all of the String type.

    Click OK to close the editor.

13. Double-click emails upserted to open its
    Basic settings view.

    

    Select the Table (print values in cells of a
    table) check box for a better view of the results.

1. Press Ctrl + S to save the Job.

2. Press F6 to run the Job.

   

   As shown above, the insert and upsert actions have been completed
   successfully.