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            Create Shifts in Bulk by Using a CSV File

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            Create Shifts in Bulk by Using a CSV File

            Capture shift information in a CSV file, convert the CSV file to a JSON file, and then use Bulk API to create shifts in Salesforce Scheduler.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited Editions
            Note
            Note Shifts are supported only in versions 54.0 and later.
            1. Create a CSV file with these columns: StartTime, EndTime, Status, ServiceTerritoryId, ServiceResourceId, OwnerId, TimeSlotType, and WorkTypeGroupId (if necessary).

              For more information about the fields that corresponds to the columns, see Shift.

              Here’s an example of a CSV file with these fields:

              StartTime,EndTime,Status,ServiceTerritoryId,ServiceResourceId,OwnerId,TimeSlotType,WorkTypeGroupId
2022-03-30T04:30:00.000Z,2022-03-30T16:30:00.000Z,Confirmed,0Hh5j000000UEnaCAG,0Hn5j000000pSOOCA2,0055j000006JjSqAAK,Normal,0VS5j000000HTXZGA4
            2. In the CSV file, create a row for each shift that you want to create.
              1. In the StartTime and EndTime columns, enter the start time and end time in GMT format.
              2. In the Status column, enter Tentative, Published, or Confirmed.
              3. In the TimeSlotType column, enter Normal.
            3. Sign in to your Postman account or sign up for an account.
            4. Set Up Postman.
            5. Create a bulk job.
              1. In Collections, click Salesforce Platform APIs | Bulk v2 | POST Create job.
              2. Click Headers, and then add these values in the Headers table.
                Key Value
                Content-Type application/json; charset=UTF-8
                Accept application/json
              3. On the Body tab, enter this code. 
                {
    "object": "Shift",
    "contentType": "CSV",
    "operation": "insert",
    "lineEnding": "LF"
}
                Note
                Note Different operating systems use different characters to mark the end of a line. For Unix, Linux, or OS X, use LF (line feed, '\n', 0x0A), and for Windows or DOS, use CRLF (carriage return followed by line feed, '\r\n', 0x0D0A).
              4. Save your changes, and then click Send.
                Create shifts in bulk job
            6. Upload the CSV data.
              1. In Collections, click Salesforce Platform APIs | Bulk v2 | Upload Job Data.
              2. Click Headers, and then add these values in the Headers table.
                Key Value
                Content-Type text/csv
                Accept application/json
              3. On the Body tab, enter this code. 
                "StartTime","EndTime","Status","ServiceTerritoryId","ServiceResourceId","OwnerId","TimeSlotType","WorkTypeGroupId"
"2023-10-15T04:30:00.000Z","2023-10-15T16:30:00.000Z","Confirmed","0Hh1Q000000XzhlSAC","0HnB0000000UZeHKAW","005B0000006N9wvIAC","Normal","0VS1Q000000Csy7WAC"
              4. Save your changes, and then click Send.
                Create shifts in bulk job
                The response contains a status code of 201 Created, which indicates that Salesforce successfully received the job data.
            7. Close the job and instruct Salesforce to start processing the data.
              1. In Collections, click Salesforce Platform APIs | Bulk v2 | Close or Abort a Job.
              2. Click Headers.
              3. In the Headers table, deselect the check box for the Accept key.
              4. Add these values.
                Key Value
                Content-Type application/json; charset=UTF-8
                Accept application/json
              5. On the Body tab, enter this code. 
                {
	"state":"UploadComplete"
}
              6. Click Send.
                Create shifts in bulk job
            8. When the state is UploadComplete, check the rows that were processed successfully.
              1. In Collections, click Salesforce Platform APIs | Bulk v2 | Get Job Info.
              2. Click Send.
                Create shifts in bulk job

                Here’s a sample of the failed processing response.

                {
    "id": "7501Q00001CFNesQAH",
    "operation": "insert",
    "object": "Shift",
    "createdById": "005B0000006N9wvIAC",
    "createdDate": "2023-10-12T10:16:53.000+0000",
    "systemModstamp": "2023-10-12T10:40:13.000+0000",
    "state": "Failed",
    "concurrencyMode": "Parallel",
    "contentType": "CSV",
    "apiVersion": 59.0,
    "jobType": "V2Ingest",
    "lineEnding": "CRLF",
    "columnDelimiter": "COMMA",
    "numberRecordsProcessed": 0,
    "numberRecordsFailed": 0,
    "retries": 0,
    "totalProcessingTime": 0,
    "apiActiveProcessingTime": 0,
    "apexProcessingTime": 0,
    "errorMessage": "ClientInputError : LineEnding is invalid on user data. Current LineEnding setting is CRLF"
}

            See Also

             
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