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Migrate Parent/Child Records Using Target / Bulk Loader

appRules features an unmatched number of options for migrating, replicating and synchronizing data.

appRules Parent/Child Migrations

The "Migrate Parent/Child Records Using Target/Bulk Loader" sample project demonstrates another option for executing parent/child migrations and features the following:

The InitializeTarget workflow activity activated for Bulk Loading
The MapRecordFields activity used for mapping, inserting records and record iteration

Product & Hosting Options

Platform Product Availability

The workflow activities and other modules used in this sample project are available in the following appRules Platform products:

Platform Product

Availability

Hosting & Execution Environment

If you are running the On-Premise, Azure Marketplace or AWS Marketplace editions, the following hosting options supported by appRules are recommended for running this sample project:

Since the appRules Host Service is automatically installed and ready to go, it is recommended that you use it for evaluating this sample project. Just point your browser to the appRules URL

The completed project is available in the appRules Samples project database. Click the "Open" toolbar button on the appRules home page to select the "Migrate Parent/Child Records Using Target / Bulk Loader" project.

This sample project demonstrates how to use only a few activities to migrate parent/child records.

The sample migrates records from a Customer table in a SQL database to the Account and Contact tables in Salesforce. You must set the authentication properties for Salesforce before running the project.

Workflow Activities

InitializeSource - SQL Database Customers

Reads records from the Customers table of the SQL database to be imported into the Salesforce Account and Contact objects.

Salesforce.InitializeTarget - Salesforce.Account

Initialize target for the Salesforce Account records. Customer company records will be stored using this activity.

Salesforce.InitializeTarget - Salesforce.Contact

Initialize target for the Salesforce Contact records. Customer contact records will be stored using this activity.

While Loop Activity

The while loop activity is used for iterating the records in the Customer table and mapping accounts/contacts, and specifying the Save options. It contains the two MapRecordFields workflow activities used in the project.

MapRecordFields - Map-Save Account

Maps Customer record using company fields to Salesforce Account record. After mapping, the record is saved using this activity.

MapRecordFields - Map-Save Contact

Maps Customer record using company fields to Salesforce Account record. After mapping, the record is saved using this activity