Via the Salesforce destination, Hightouch can both create and update standard or custom objects.

The Salesforce destination has three different possible modes.

• Insert — Insert mode pushes new objects to Salesforce, and does not update the objects as they change in your warehouse.

• Upsert — Upsert mode pushes new objects to Salesforce and updates fields that change in your warehouse.

• Update — Update mode updates particular fields on existing objects in Salesforce.

Modes

Insert

Insert is the simplest of modes for pushing to Salesforce. In this mode new objects will be inserted into Salesforce, but future changes to columns of those objects will not be reflected in Salesforce.

This mode is good for the following scenarios:

• You want to push objects into Salesforce, but don't care if the data within each row remains up to date

• Static data where each row is never updated, such as events

Insert has two configuration parameters:

Upsert

In this mode, new objects will be inserted into Salesforce and all designated columns will be kept up-to-date within Salesforce.

This mode is good for the following scenarios:

• You want to push objects into Salesforce and want to keep the data up-to-date

Upsert has three configuration parameters:

Update

In this mode, selected columns will be updated for an object within Salesforce. For example, you could add an LTV column to an account or contact. This mode does not create new rows for an object within Salesforce. Instead, it updates columns on existing objects.

Update mode requires you to have access to the IDs of the objects you want to update within your warehouse.

This mode is good for the following scenarios:

• You have objects in Salesforce that you want to add additional information / columns to

• You want to continuously sync data from your warehouse and add this data to existing objects within Salesforce

• You already have access to Salesforce object IDs within your warehouse

Update has three configuration parameters: