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salesforce_jobs [2017/03/02 15:45]
willm [Share Configuration]
salesforce_jobs [2017/03/02 15:46]
willm
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-======= Replicator for Salesforce ======= +
-\\+
 Perspectium Replicator transfers data between Salesforce and the Perspectium Message Broker Service (MBS) via queues. ​ Dynamic and Bulk Share data in Salesforce are written to the Outbound Message queue in Salesforce. ​ A MultiOutput Processing Job sends messages from the Outbound queue to a queue in the Perspectium MBS.  Perspectium Replicator transfers data between Salesforce and the Perspectium Message Broker Service (MBS) via queues. ​ Dynamic and Bulk Share data in Salesforce are written to the Outbound Message queue in Salesforce. ​ A MultiOutput Processing Job sends messages from the Outbound queue to a queue in the Perspectium MBS. 
  
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 ======= Share Configuration ======= ======= Share Configuration =======
 +
 +===== Bulk Share =====
 +Setting up bulk share allows a Salesforce instance/​organization to share a pre-filtered range of data in a table data at once. The consumer or subscriber of this data can be another instance/​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 at 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 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
 +
 +<WRAP round info>
 +Note:  There is a known issue where the Submit for Approval button appears on Dynamic Share and Bulk Share forms. ​ If you see this button, click the Edit Page Layout link in the top-right corner and remove the button from the layout.
 +</​WRAP>​
 +
 +===== 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.
  
 ===== Dynamic Shares ===== ===== Dynamic Shares =====
salesforce_jobs.txt · Last modified: 2017/03/02 15:46 by willm