Select this option to use the Bulk API to insert, update, upsert, delete, and hard delete records. **Undelete is NOT available with the Bulk API**
The Bulk API is optimized to load or delete a large number of records asynchronously. It is faster than the default SOAP-based API due to parallel processing and fewer network round-trips. It is recommended that the Bulk API be used for larger files and also when inserting documents, attachments, or content. It is also highly recommended that Bulk API be used with the transform options as the "normalized" values that are sent to Salesforce are captured in the Success/Error files.
Note to Professional Edition (PE) Users: BULK API is not supported by Salesforce in Professional Edition, therefore this option will not work for PE users.
1. Use Bulk API (Large Jobs)
- Check this box to use Bulk API instead of the standard SOAP API. When this option is selected, additional Bulk API Settings will be displayed to allow minor customization.
2. Serial Mode (Slower): Select this option to use serial instead of parallel processing for Bulk API
- Processing in parallel can cause database contention. When this is severe, the load may fail.
- Using serial mode guarantees that batches are processed one at a time.
- Using this option may significantly increase the processing time for a load.
- The following operations are likely to cause lock contention and necessitate using serial mode
- Inserting multiple new records linked to the same Parent Record
- Inserting multiple contacts linked to the same account
- Inserting multiple campaign member records for the same campaign
- Creating new users
- Updating ownership for records with private sharing
- Updating user roles
- Updating territory hierarchies
3. Batch Size: Default is 5000, but can be set as high as 10,000 for Bulk API
4. Output File Options: Success/Error files can be written out that contain the results of the operation
- Separate or combined files can be created
- Uncheck all boxes if no files should be created
Monitoring Bulk API Jobs
The status of bulk data load jobs that are in progress or recently completed can be tracked in Salesforce from Setup- > Monitoring -> Bulk Data Load Jobs or Jobs -> Bulk Data Load Jobs. More information can be found in Salesforce Help and Training article: Monitoring Bulk Data Load Jobs.
Success/Error File Details
The Bulk API allows for creating success and/or error files to track the results of insert, update, upsert, delete or hard delete operations executed using the Bulk API. Creating these files is optional. If NO files should be created uncheck all 3 options.
- Files are saved in the same location as the input file
- File Type: CSV
- File naming convention
- {inputfilename}_{tablename}_{OperationAbbreviation}_{success or error_date run as YYYYMMDD}_X (e.g. 0, 1,2,3 etc.)
- Example: Account from XYZ Seminar_Account_Ins_success_20131101_0
- Success/Error/Combined files will contain 4 standard fields followed by all data from the input file and any transformed data fields
- Standard Fields
- Id: Salesforce Id for any objects successfully processed (Blank for failed records)
- Success: TRUE/FALSE (True = operation was successful: False = operation failed)
- Created: TRUE/FALSE (True = record was created: False = insert failed or record was updated)
- Error: Populated with error details when a record fails for some reason
- Input Data Fields: All fields from the input file
- Transformed Data Fields:
- If the new option to transform data using supplied formulas was selected, the "transformed data" is shown for each field AFTER the input columns
- Allows the user to confirm data was transformed as desired
- Standard Fields
