JITTERBIT TUTORIAL PDF

Warning If you are using your own custom plugin, you are responsible for the security of your custom plugin. The SDKs, in essence, provide incorporation of the plugin code that you write into a Cloud Studio activity or script, or a Design Studio script, source, target, or web service. Using the SDKs lets you take advantage of classes that reduce the amount of code you are required to write. You can use any computer language capable of generating executable files on the platform you are using, provided it meets these requirements. Creating a plugin involves providing a list of input and output files and data elements.

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Create an account on Jitterbit and login to the application. Below is the screenshot of login screen Once you successfully login to the data loader the home screen looks like as below.

At the home screen you see the basic task like Query, upsert, insert, update delete and bulk process, to begin with you click on any one of the process and it will next prompt you to login with your salesforce credentials.

You need to know your security token to go further, you receive security token when your account is created, or you can reset your security token in my personal information section in the salesforce. Next step is to select the object, whose record you want to fetch from the salesforce server. Once you select the object and click next button, it will then provide you with a query building tool where you can either write a query yourself or you can select the fields you want to include in the result as shown below.

This query builder works similar to the query builder provided by the salesforce. Once you have built your query, you can test the output of that query by clicking on the test query button, it will open a query result window which will give you a snapshot of the result your query is going to provide, as shown below.

Based up on your select the next steps will vary. Let select local File for now. At this step it also ask you for an option to transform your data, i. Provide the name of the file format and provide the location path where you want the resulting file to be stored. You can provide a custom name for the resulting file. Once you have selected the target file location, Jitterbit will ask you to provide the format of the file i. Here you can either use the resulting query to be the format or you can build your own format or you can upload a structure as mentioned in the earlier step.

Next Jitterbit asks you to automate this event, i. As soon as you click on finish, it will schedule the operation to run on the specified schedule and take you to a transformation screen where you can map the salesforce field with resulting columns of the target file as shown below.

Once you are finished with mapping click on the finish button below and Jitterbit will now take you to the operation overview screen where you can have all the information about the process at one place as shown below. To test the query instantly you can click on the run query button and the query will fetch the data and depending upon your selection of the target location a new file would be created at the specified location.

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Create an account on Jitterbit and login to the application. Below is the screenshot of login screen Once you successfully login to the data loader the home screen looks like as below. At the home screen you see the basic task like Query, upsert, insert, update delete and bulk process, to begin with you click on any one of the process and it will next prompt you to login with your salesforce credentials. You need to know your security token to go further, you receive security token when your account is created, or you can reset your security token in my personal information section in the salesforce. Next step is to select the object, whose record you want to fetch from the salesforce server.

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