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Supported actions for standard objects

Fecha de publicación: Dec 26, 2023
Descripción
Data Loader uses SOAP API to create, retrieve, update, and delete records in standard and custom objects.

The functionality available to each object is documented in the SOAP API Developer Guide on the Salesforce Developers site. This guide provides detailed information about working in SOAP API, but it can also be used to see the types of actions available for each object when using the Data Loader.

From the Developer Guide, click on Reference and then Standard Objects on the left. Click on the object you're working with such as Opportunity for example. 


On the Opportunity page, we'll look at two sections:


1) Supported Calls


The Supported Calls section lists the types of action that can be taken on the object. The actions used in the Data Loader are:
 
  • create() - Indicates if the Data Loader can be used to insert new records into this object
 
  • delete() - Indicates if the Data Loader can be used to delete records in this object
 
  • query() - Indicates if the Data Loader can be used to export records from this object
 
  • update() - Indicates if the Data Loader can be used to edit records in this object

You can see in the Supported Calls section that all of these actions are available for the Opportunity object.

Some of the data provided for an object is actually stored in a child or junction object. For example, Opportunity Status history is stored in the OpportunityHistory object.

Click on OpportunityHistory from the Standard Objects list on the left. The only Data Loader action available on OpportunityHistory is query(). This means that you can run an export on OpportunityHistory, but the Data Loader cannot be used to create, edit, or delete OpportunityHistory records. 

Click each object from the Standard Objects list to review the options available for that object.

See also: API Call Basics  
 

2) Fields


The Fields section lists the fields that can be accessed in this object. Each provides the field API Name as well as:
 
  • Type - the type of field (text, currency, picklist, etc). Note: The type "reference" indicates a lookup or master-detail field.
 
  • Properties - the actions that can be taken for that specific field. The properties used most often in Data Loader are:
 
  • Create - Indicates that the Data Loader can be used to add a value to this field on record creation
 
  • Filter - Indicates you can filter your Data Loader export based on this field
 
  • For example, filtering Opportunities by AccountID equals 001a1000000XXXX
 
  • Nillable - Indicates that the Data Loader can be used to erase the value in this field
 
  • Update - Indicates that the Data Loader can be used to edit the value in this field
 
  • Description - a description of the field. This section often includes notes such as the required API version and other details you need to know when working with the field.

System Fields are not covered in the Fields section of the object page. These fields are automatically populated by Salesforce, but you may be able to set the value during record creation if your user has Set Audit Fields upon Record Creation enabled. 

 
Solución
By looking at the Supported Calls and Fields for each object together, you can determine whether records in an object can be deleted, edited, created, or queried, and what actions you can take with each of the fields in that object. 
 

See also:

Custom Objects
Workbench
Número del artículo de conocimiento

000384062

 
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Salesforce Help | Article