The final phase defines the action to be taken on each successfully transformed Slice. This can be loading data into Salesforce or exporting it to an external system.
2.5.1. Phase 4: Load (Committing to Salesforce) #
These rules perform Data Manipulation Language (DML) operations on your Salesforce data.
- Salesforce DML: The most common load action.
- Insert: Create new records.
- Update: Update existing records.
- Upsert: Update a record if it exists (based on an external ID), or insert it if it doesn’t.
- Delete: Delete records.
2.5.2. Phase 4: Export (Delivering Data) #
The “Export” category of rules allows you to format your transformed data and send it out of Salesforce. (ref: 1.82)
- Available Export Rules:
- Export File: Generates an output file (CSV, Excel, or XML) from your transformed data. (ref: 1.102)
- Export “Target” Options: When you configure an Export rule, a “Target” tab appears, allowing you to define the file’s destination.