Salesforce Lookup

Use the Salesforce Lookup to enrich records with additional data. For example, you can configure the processor to use an account_number field as the field to look up account name values in a Salesforce object, and pass the values to a new account_name output field.

When a lookup results in multiple matches, the Salesforce Lookup processor can return the first matching value or return all matching values in separate records.

When you configure the Salesforce Lookup processor, you define connection information that the processor uses to connect to Salesforce, including the Salesforce API version and the authentication to use. You can also use a connectionconnection to configure the processor.

You specify the lookup mode and related properties, the output fields for returned values, and the multiple match behavior. You can optionally define a default value to use for fields with missing values and set the behavior for fields with missing values and no default value. You can also configure the processor to locally cache the lookup values to improve performance.

When using the SOQL Query lookup mode, and either the SOAP API or the Bulk API version 39.0 or later, you can configure the processor to retrieve deleted records from the Salesforce recycle bin.

The processor generates Salesforce field attributes that provide additional information about each field.

You can optionally use an HTTP proxy to connect to Salesforce. When enabled in Salesforce, you can also configure the processor to use mutual authentication.