Salesforce - Export new records trigger
This trigger monitors Salesforce for new records that match the SOQL WHERE clause you provide and retrieves them as a CSV stream.
There is an expected delay when this trigger creates a job. The job processes after a query is completed in Salesforce. You can't test recipes using this trigger due to the processing delay.
This trigger uses V2.0 of the Salesforce Bulk API. Refer to the Salesforce bulk operations guide for more information about bulk operations.
REPLICATE DATA TO A DATA WAREHOUSE
You can use this trigger with the Get object schema action to fetch schema information from a Salesforce object and replicate it to a data warehouse.
Refer to the ETL/ELT documentation for more information about bulk triggers and ELT/ETL processes.
Input
| Input fields | Description |
|---|---|
| Object | Select the standard or custom object type to monitor. |
| Fields to retrieve | Select the fields to retrieve from the object. Workato retrieves all fields by default. Entering specific fields to retrieve improves recipe performance and mitigates schema errors. |
| SOQL WHERE clause | Enter a SOQL query to filter records by. For example: StageName = 'Closed Lost' AND IsClosed = false. Refer to the SOQL guide for more information. |
| When exporting records to form the CSV, fetch them in batches of | Enter the maximum number of records to process in each batch. Defaults to 10000. |
| Include deleted records? | Select whether to include deleted records in the results. Defaults to No. |
| When first started, this recipe should pick up events from | Set the date and time to start picking up trigger events. This enables your recipe to capture past events. Refer to Triggers to learn more about this input field. |
Output
| Output fields | Description |
|---|---|
| All records successfully processed | Indicates whether all CSV rows across Salesforce bulk jobs processed successfully. |
| Number of records processed | The total number of CSV rows processed in Salesforce, excluding the header row. |
| Number of records failed | The total number of CSV rows that encountered issues and were not processed in Salesforce. |
| Number of retried records | The total number of CSV rows that retried processing in Salesforce. This field is relevant for the Retry objects bulk job in Salesforce from CSV file action. |
| CSV content | The contents of the retrieved record as a CSV stream. You can write the CSV stream to a file using a file connector, such as Box or SFTP. You can also parse it to use as a list in Workato using the Parse CSV action in the CSV tools by Workato utility connector. |
| Object name | The name of the retrieved object. |
| Object schema | An object containing information about the object's fields, such as Field name, Custom field?, and Length. |
| Created from | The date and time the object was created. |
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