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salesforce_bulk_share_configuration [2017/12/27 17:27] (current)
paul created
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 +======= Bulk Share Configuration =======
 +Setting up a Bulk Share allows a Salesforce organization to share a pre-filtered range of table data at once. The consumer or subscriber of this data can be another organization in Salesforce or a [[replicator_agent|Perspectium Agent]]. You will need to create a bulk share configuration for each table you want to share.
  
 +<WRAP round info>
 +Bulk Shares always result in an attempt to update the record before inserting it to the consumer. The update uses the //Id// field value when available. You can override this behavior by selecting the "​Insert only" option as defined below. Selecting the "​Insert only" assumes that no records currently exist in the destination table.
 +</​WRAP>​
 +
 +===== Creating a Bulk Share =====
 +To create a Bulk Share click on the Bulk Shares tab.  Next click New Bulk Share and enter the following:
 +  - //Bulk Share Name// (ex: All Accounts)
 +  - Choose the //Table// you wish to share from (ex:  Accounts)
 +  - If using a named queue, choose the [[salesforce_queues|Shared Queue]]
 +  - If you want to send a subset of the total table rows, enter the //Where// condition. ​  //​Filter Fields// can assist building the where clause.
 +  - Save
 +  - (Optional) Click the //Count// button to preview the number of records that will be shared.
 +  - Click //Execute Now// to begin Bulk Sharing data
 +
 +{{ :​bulk_share_config1.png?​nolink |}}
 +
 +<wrap info> [[salesforce_releases|B Release]] </​wrap>​\\
 +Because of Salesforce [[https://​developer.salesforce.com/​docs/​atlas.en-us.salesforce_app_limits_cheatsheet.meta/​salesforce_app_limits_cheatsheet/​salesforce_app_limits_platform_vf.htm|Visualforce limits]] with how many objects can be collected in one object, in prior versions where there were more than 1,000 tables, the page to create a new dynamic or bulk share would not display and instead would show this error message:
 +Collection size 1,504 exceeds maximum size of 1,000
 +
 +To resolve this, we page the Table selection box to get 998 tables at a time with "​Next"​ and "​Previous"​ options available to page through the list of tables (to give room for the "​Please select a table" and "​Next"/"​Previous"​ options since the box can only hold exactly 1,000 entries):
 +{{:​screen_shot_2017-12-04_at_8.23.23_pm.png?​400|}}
 +{{:​screen_shot_2017-12-04_at_8.23.12_pm.png?​400|}}
 +
 +===== Cancelling a running Bulk Share =====
 +To cancel a running Bulk Share perform the following steps:
 +  - Click the edit button for the Bulk Share you wish to cancel.
 +  - Select //Cancel// from the Status dropdown.
 +  - Click Save.
 +
 +===== Bulk Share Main Page =====
 +On the Bulk Share main page, the user can find the Bulk Share details history and statuses of Bulk Shares
 +
 +{{ :​bulk_share_process1.png?​nolink |}}
salesforce_bulk_share_configuration.txt ยท Last modified: 2017/12/27 17:27 by paul