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Configure Data Targets

Create Data Targets that write inbound request, response, email, query, or runtime values into Salesforce records.

Configure Data Targets

Use Data Targets when a Payload should create, update, or upsert Salesforce records from data handled during the run.

A Data Target defines the object, operation, identifier, and field mappings. Payloads then runs the target after it has parsed the inbound data or API response.

For the field-level mapping options, see Map Data Target fields.

When to use a Data Target

Use a Data Target when Salesforce should keep a value from:

  • an API response

  • an inbound webhook request

  • an inbound email

  • a Data Query

  • a Dynamic Input

  • a Credential refresh response

  • a previous target result

In the Stripe demo, Data Targets update an Opportunity after a checkout session response, update an Opportunity after a Stripe event, create follow-up Tasks from Stripe line items, create a Task from an email, and update a Credential after a bearer token refresh.

Choose the owning Payload section

The Payload type decides where the Data Target appears.

For Full Callout and Credential Payloads, Data Targets belong to the Response side because they write values returned by the external API.

For API Push Into Salesforce and Email Service Payloads, Data Targets belong to the inbound Request or Incoming Email side because they write values received by Salesforce.

A Full Callout Payload showing a response Data Target that updates an Opportunity from a Stripe checkout session.

Full Callout Data Targets usually write values from the API response back into Salesforce.

An API Push Into Salesforce Payload showing a request Data Target that updates an Opportunity from a Stripe event.

API Push Into Salesforce Data Targets usually write values from the inbound request into Salesforce.

Set the target object and operation

Choose the Salesforce object first, then choose the operation.

Use Insert when Payloads should always create a new record.

Use Update when the inbound data includes a reliable identifier for an existing record, such as a Salesforce Id or external id.

Use Upsert when the same payload may need to create a record the first time and update it later.

For updates and upserts, set the Identifier to the field Payloads should use to find the record. Do not rely on names or display values when a stable Id or external id is available.

Open the target modal when you need to review or change the target behaviour.

The Data Target modal showing the Update operation, Opportunity object, identifier, and single-record setting for a Stripe event target.

The target modal controls which Salesforce object Payloads writes to and how it identifies records.

Single-record and multi-record targets

Use Single Record when one target run should create, update, upsert, or delete one Salesforce record.

Use Multiple Records only when the Payload has a source array. The source array decides how many records Payloads should build. Each item in that source array becomes one record in the target result list.

For a multi-record target, Map Record Count To can point to:

  • Queried Records from a Data Query that returns a list

  • Outbound Array values built earlier in the run

  • Inbound Array values parsed from an inbound request or response

  • Target Records created by an earlier multi-record target

In the Stripe event demo, the line item Task target maps Record Count to the inbound array at $.data.object.line_items.data. If the event contains two line items, the target builds two Task records.

The Data Target modal showing a multi-record Task target mapped to the inbound line_items array.

A multi-record target needs a source array because the array controls the target record count.

Add Target Fields

Target Fields define the Salesforce fields Payloads writes.

Keep the mapping narrow. Write the fields the integration owns or explicitly needs to maintain. Avoid mapping every value in the request just because the value exists.

The email demo creates a Task from incoming email content, using inbound email fields for the Subject and Description and static values for fields such as Status and Priority.

An Email Service Payload showing a Data Target that creates a Salesforce Task from inbound email content.

Data Targets can combine inbound values and static values to create a useful Salesforce record.

Chain target output

Targets run in order. A later target can use field values produced by an earlier target.

This is useful when the first target creates or updates a parent record and the next target needs that record id. In the Stripe event demo, the Opportunity target runs first. The line item Task target can then use the Opportunity target's Id as the Task WhatId.

Keep chained targets ordered deliberately. If target 2 needs a value from target 1, target 1 must have the lower order number.

What to check

Before testing, check that:

  • the target belongs to the correct Payload section

  • the object is correct

  • the operation matches the intended behaviour

  • the identifier is stable and mapped

  • each required Salesforce field has a Target Field mapping

  • multi-record targets have a source array

  • target order supports any field chaining between targets

  • static values are intentional

  • partial success behaviour matches the business process

After testing, open the Job and review the target output. It shows the object, operation, field values, record id, and success or error result.

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