Overview
DataBlend Supports the following data targets for creating and modifying records in Salesforce.
-
External Payments
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Manage Financials
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Resource Planning
Configuration
|
Setting |
Required/ Optional |
Description |
|---|---|---|
|
Query |
Required |
Select the query that will generate the data for this target. |
|
Query Mode |
Required |
Select New unless you have a reason to select Latest or Specific. |
|
Credential |
Required |
Select a Salesforce Credential from the list. |
|
Salesforce Type |
Required |
Select the Salesforce type from the drop-down menu. |
|
Script URL |
Required |
Enter script URL. |
|
Record Type |
Required |
Select the desired record type from the drop-down menu. |
|
Continue On Error |
Optional |
Enable or disable the Continue On Error toggle. |
Advanced
History Retention
History Retention (Days) allows users to decide how long they want the information from their data targets to be stored. This field is optional.
Timeout (seconds)
The Timeout section allows users to determine if they would like to timeout collections taking longer than a set number of seconds to collect data.
Skip If No Records Found
The “Skip if No Records Found” button is used to eliminate sending information to Data Targets unnecessarily. Simply enable the “Skip if No Records Found” toggle. The use of this toggle is optional.
Agent
The Agent drop-down for users to select any agent they have established. This is optional.
Run As
Run As allows users to select from a drop-down list of users to run the Workflow. This is optional. Please note that Run As is only available to Admin users. If a user is set as the Run As and then demoted to a Member, the user which demoted the Run As user will instead be set as the Run As.
Schedule & Presets
Link to Schedule and Presets