diadopa.blogg.se - What is pentaho data integration

What is pentaho data integration pdf#
What is pentaho data integration update#
What is pentaho data integration password#

The parameter Upsert Comparison Field helps match the data in SF.If only there was a Loop Component in PDI *sigh*.īut we can achieve Looping Easily with the Help of few PDI Components.

What is pentaho data integration update#

If we want to insert and update in the same Batch to SF, we need to use Salesforce Upsert. Inside Fields (Key included) Option we need to add the key to records for the specific module. If we only want to update records in SF we need to use the Salesforce Update Step. We need to specify the key field from Table Input that does the reference to the key in Salesforce (Saleforce Id). We delete records from Salesforce with Delete Salesforce step. Use External id = Y to all records that we need updating but are not present in the current module, but present in another module.Use External id = N to all field updated inside the respective Module.In the Steam Field, we need to put the name of the field that will be integrated into the respective field in SF.For Module Field, we need to put the API Name field in SF to get the new data.

In the Fields Option, we need to put field mapping. In Output Fields Label we need to add the field name that we want to get the Salesforce ID for each record integrated.Batch Size – we can bring a static number of the records and integrate them simultaneously (the same batch) to SF.Rollback all Changes on error – if we got any error nothing will integrate into SF.In Settings Options we have new parameters: The connection option is equal as described in Salesforce Input. Send data to Salesforce from other databases or from Salesforce.

What is pentaho data integration pdf#

If we need send images (.jpeg) or pdf (.pdf) directly to SF we load these type of fields using JAVA to convert binary files to the base64. The base64 displays images or PDFs present in SF. With SOQL we get all the fields inside on SELECT function.Īnd for these cases, we need to do the manually changes. Without SOQL we get all the module fields. Inside the last tab, we can see all fields from the query inside the first tab.

Limit is for configuring the maximum number of records to retrieve from the query.

Because when you tick it, the system will direct all calls to the API and send all in.

Use Compression is useful to get more performance from the process.

Time out is useful in asynchrony systems because we can configure the timeout interval in milliseconds before the step times out.

In Additional field option we have three options:

We have more one native field IsDeleted with data type = Boolean that shows if the record was removed (IsDelete = true) or not (IsDelete = false).

Id (Salesforce Id) present in URL as a string of 18 characters (Java config.) displays the register.

We can use these fields to get data updated in SF.

The LastModifiedDate and LastModifiedID shows the data time and the user who modified the record.

CreatedById and CreateDate are fields that shows the user and data time when records were created.

We only can see the data associated with these specific fields if we’re using the SOQL or PDI to access these fields. However we cannot see these fields in layout or on builder schema in SF. The Salesforce has native fields very useful for controlling the process. How does PDI know if records are new/updates or deletes?

If you untick the tick from Query All Records parameters, we only get insert/update registers.

All (get new/update records and delete records), Update (get only inserts and update records).

If we want to get all records from Salesforce (I mean, if we want to get delete records and insert records) you need place a tick in Query All Records, and choose from the parameters below one of the following options:.

Specify query: W ithout active (like we can see in the image below) we only need to choose the module (the table containing records that we need to access).įor the next tab (Content) we have the following parameters options:.

What is pentaho data integration password#

Password: Password + Token (the company provides the token for us add to the password in Kettle.Properties) i.e: PASSWORDTOKEN.

Username: Username Access to the Platform (i.e.

We can use the Salesforce input step inside PDI to get data from Salesforce using SOQL just be aware you can only use up to 20,000 characters to create the query.