Salesforce integration using Bulk API

The Salesforce Bulk API provides programmatic access to allow you to quickly load your organisation's data into Salesforce.

How Bulk API Works

You process a set of records by creating a job that contains one or more batches. The job specifies which object is being processed and what type of action is being used (query, insert, upsert, update, or delete). A batch is a set of records sent to the server in an HTTP POST request. Each batch is processed independently by the server, not necessarily in the order it is received. Batches may be processed in parallel. It's up to the client to decide how to divide the entire data set into a suitable number of batches.

A job is represented by the JobInfo resource. This resource is used to create a new job, get status for an existing job, and change status for a job. A batch is created by submitting a CSV or XML representation of a set of records and any references to binary attachments in an HTTP POST request. Once created, the status of a batch is represented by a BatchInfo resource. When a batch is complete, the result for each record is available in a result set resource.

Processing data typically consists of the following steps: 

  1. Create a new job that specifies the object and action.
  2. Send data to the server in a number of batches.
  3. Once all data has been submitted, close the job. Once closed, no more batches can be sent as part of the job.
  4. Check status of all batches at a reasonable interval. Each status check returns the state of each batch.
  5. When all batches have either completed or failed, retrieve the result for each batch.
  6. Match the result sets with the original data set to determine which records failed and succeeded, and take appropriate action. 
    At any point in this process, you can abort the job. Aborting a job has the effect of preventing any unprocessed batches from being processed. It doesn't undo the effects of batches already processed.

When to Use Bulk API

Bulk API is based on REST principles and is optimized for loading or deleting large sets of data. You can use it to query, insert, update, upsert, or delete a large number of records asynchronously by submitting batches which are processed in the background by Salesforce.

SOAP API, in contrast, is optimized for real-time client applications that update small numbers of records at a time. Although SOAP API can also be used for processing large numbers of records, when the data sets contain hundreds of thousands of records, it becomes less practical. Bulk API is designed to make it simple to process data from a few thousand to millions of records.

When to Use SOAP API

SOAP API provides a powerful, convenient, and simple SOAP-based Web services interface for interacting with Salesforce. You can use SOAP API to create, retrieve, update, or delete records. You can also use SOAP API to perform searches and much more. Use SOAP API in any language that supports Web services.  

For example, you can use SOAP API to integrate Salesforce with your organization’s ERP and finance systems, deliver real-time sales and support information to company portals, and populate critical business systems with customer information.

When to Use REST API

REST API provides a powerful, convenient, and simple REST-based Web services interface for interacting with Salesforce. Its advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and Web projects. However, if you have a large number of records to process, you may wish to use Bulk API, which is based on REST principles and optimized for large sets of data.

Categories: APIs

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