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Salesforce Service Cloud Connector

Summary

The Salesforce Service Cloud connector for Jitterbit Harmony Cloud Studio provides an interface for entering user-provided input such as credentials to create an authenticated Salesforce Service Cloud connection. That connection provides the foundation to configure associated Salesforce Service Cloud connector activities that interact with the connection. Together, a specific Salesforce Service Cloud connection and its activities are referred to as a Salesforce Service Cloud endpoint.

Prerequisites and Supported API Versions

The Salesforce Service Cloud connector supports using Jitterbit Harmony Cloud or Private Agents that are version 9.4.2 or higher.

The API version that the connector uses depends on the Harmony Agent version:

Harmony Agent VersionSalesforce REST API VersionSalesforce Release
10.28 or higher50.0Winter '21
10.23 to 10.2749.0Summer '20
10.17 to 10.2248.0 Spring '20
10.11 to 10.1647.0Winter '20
10.3 to 10.1045.0Spring '19
9.8 to 10.244.0Winter '19
9.4.2 to 9.741.0Winter '18

Salesforce REST API versions 41.0 and higher use Salesforce Bulk API 2.0 for bulk activities.

Agent upgrades that skip Salesforce REST API versions implicitly include support for intermediate API versions.

Refer to documentation provided in the links above for information on the schema fields.

Connector Overview

This connector is used to first configure a Salesforce Service Cloud connection, establishing access to Salesforce, and then used to configure one or more Salesforce Service Cloud activities associated with that connection as a source or target within an operation.

NOTE: The Salesforce Service Cloud connector is a replica of the Salesforce connector, except for its logo and the name of the connector, connection, and activities. With those cosmetic differences, the documentation on the Salesforce connector can be applied to the Salesforce Service Cloud connector.

For details on configuring a Salesforce Service Cloud connection, refer to documentation on configuring a Salesforce connection (cosmetic differences include the logo and name of the connection).

Standard Salesforce Service Cloud Activities

Each standard Salesforce Service Cloud connector activity is listed below with a link to the documentation for the corresponding standard Salesforce connector activity (cosmetic differences include the logo and name of the activities):

Bulk Salesforce Service Cloud Activities

Salesforce Service Cloud bulk activities are faster and scale better than non-bulk Salesforce Service Cloud activities, but should be used only if you do not need to use a transformation to change data prior to reaching the target.

Each bulk Salesforce Service Cloud connector activity is listed below with a link to the documentation for the corresponding bulk Salesforce connector activity (cosmetic differences include the logo and name of the activities):

  • Salesforce Service Cloud Bulk Query: Queries a large number of records from a Salesforce Service Cloud endpoint and is intended to be used as a source in an operation.
  • Salesforce Service Cloud Bulk Insert: Inserts a large number of new records in a Salesforce Service Cloud endpoint and is intended to be used as a target in an operation.
  • Salesforce Service Cloud Bulk Update: Updates a large number of existing records in a Salesforce Service Cloud endpoint and is intended to be used as a target in an operation.
  • Salesforce Service Cloud Bulk Upsert: Both updates a large number of existing records and inserts a large number of new records in a Salesforce Service Cloud endpoint and is intended to be used as a target in an operation.
  • Salesforce Service Cloud Bulk Delete: Deletes a large number of records from a Salesforce Service Cloud 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.
  • Salesforce Service Cloud Bulk Hard Delete: Hard deletes a large number of records from a Salesforce Service Cloud endpoint and is intended to be used as a target in an operation. Hard deleted records automatically become eligible for deletion.

Accessing the Connector

The Salesforce Service Cloud connector is accessed from the Connectivity tab of the design component palette by using the Show dropdown to filter on Connectors.

Once a connection is configured, activities associated with the endpoint are available by using the Show dropdown to filter on Endpoints and then clicking the Salesforce Service Cloud connection block:

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