Processes

What does Retrieve do?

How do I preview a source record with its transformed values before execution?

What is the purpose of the 'Additional Retrieve Criteria' field on a Pipeline?

What does Preview do?

How do I preview a source record with its transformed values before execution?

What is the difference between Preview and Retrieve?

What does Input do?

How do I define an input data profile in Data Loader?

What naming requirements apply to #Data Loader columns?

What does Scoping do?

What is a Scope Filter?

How can I join the source data with an additional data set?

What does Match do?

What happens if a source record matches multiple target records in an action?

What happens if a source record matches existing target records during an Insert?

Does DSP still run the Match step when 'Use Salesforce Upsert API' is enabled in an Upsert process?

How do I match target records via multiple fields?

How does DSP handle multiple source records matching a single target record?

How does Match determine the principal(master) record in a Merge process?

Can I match target records based on a relational field?

What is the purpose of the 'Additional Target Matching Criteria' field?

What is the purpose of the 'Matched Records Sorting Components' field?

What does Mapping do?

How do I control the order of field mappings' evaluation?

What does the Add Default button do?

What does the Clear Mappings button do?

What does the Unmapped Source Fields button do?

What is the purpose of the 'Refresh' button?

What does the Save button do?

What does Action do?

Which actions are supported?

How can I avoid creating duplicate records if the target already exists?

How can I implement delta updates?

Can I skip updating a field if the target already has a value?

Can I skip a field update if the transformed value is blank?

What is the purpose of Writeback?

What is the purpose of the 'Use Salesforce Upsert API' field?

How does Action support Salesforce Big Objects?

How does Action support Platform Events?

What does Verify do?

What should I keep in mind when using Verify with Action to Bulk API enabled?