How Tos

This page shows various business scenarios and how to handle them, from simple to complex use of Realtask.

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Process Records

Use Realtask to process and export records from Salesforce or other data sources.

1. Create a new task.
   Set the Task Type to Process Records.

   

2. Configure the Source.

   • In the Source section, set the Source Type to Sfdc.
   • Choose the desired connection.
   • Set the Operation to SOQL.

   

3. Enter the SOQL query.

   • Type or paste your SOQL query into the SOQL field.

   

4. Configure the Target.
   Set the Target Type to one of the supported output destinations:

   • Sfdc
   • Sfdc DML
   • Sfdc Apex Script
   • Sfdc Rest API
   • Google Sheets
   • File Storage
   • Http Api
   • AWS Services (SQS, SNS, Lambda)
   • Sftp
   • Office 365 Excel

   

5. (Optional) Adjust advanced settings in Before Run or After Run sections such as:

   • Run Start Delay
   • Post Run Check

6. Click Save to store and run your task.

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Invoke Target

Use Realtask to invoke a target operation like SFDC scripts or AWS integrations without processing records from a source.

1. Create a new task.
   Set the Task Type to Invoke Target.

   

2. Set Before Run conditions (Optional).

   • Set conditions to trigger the task. You can choose between Default, Always, Condition, On Error.
   • If you choose Condition, you can set a Run Condition Formula to trigger the task. This is a dynamic formula and entered text must adhere to correct formula syntax. It is recommended to use Formula Playground to test your formulas.

3Configure the Target.
Choose the appropriate Target Type based on your use case:

• Sfdc DML — Salesforce data manipulation Operations.

• • You can perform Update, Delete, Delete Hard, Undelete & Purge operations.

• Sfdc Apex Script — to execute Salesforce Apex scripts

• Sfdc Rest API — to call external endpoints

• Http Api — to trigger external services

• AWS Sqs, Aws Sns, or Aws Lambda — to integrate with AWS services

  • AWS Sqs
  • AWS Sns
  • AWS Lambda

4. (Optional) Adjust settings in Before Run and After Run like:

   • Run Start Delay
   • Post Run Check

5. Click Save to finalize your task.

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SFDC Data Copy

Use Realtask to copy data between Salesforce orgs using the Sfdc Data Copy task type. This is useful when you need to replicate object records from one SFDC connection to another (e.g., from sandbox to production).

1. Create a new task.
   Set the Task Type to Sfdc Data Copy.

2. Configure the Source.

   • Choose the Sfdc Source connection from the dropdown.

3. Configure the Target.

   • Choose the Sfdc Target connection from the dropdown.
   • Click on Data Copy Config to open the configuration dialog.

4. Open the Data Copy Config dialog.

   • Here, you can define which objects and relationships to copy.

5. Add Root Object.

   • Click the + (Add) button in the Root Objects section.
   • Select the object you want to copy.

6. Configure Object Relationships and Details (Optional).

   • After adding a root object, you can define:
     • Parent/Child Levels
     • SOQL Filters for selective data transfer
     • Disable Automations if needed
     • Upsert Info Type (Insert, Update, or Upsert)
     • Field Mapping between source and target fields

7. (Optional) Click Global Settings to adjust cross-object/global behavior.

8. Click OK to save the Data Copy Config.

9. (Optional) Configure Before Run and After Run settings like:

   • Run Start Delay
   • Post Run Check

10. Click Save to finalize the task.

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Sfdc Data Mask

Use Realtask to mask sensitive fields in Salesforce orgs for data protection.

Steps:

1. Create Task

   • Set Task Type to Sfdc Data Mask
   • Set Status to Active
   • Set Name (e.g., test)

2. Target

   • Sfdc Connection: _____job_sfdc_tarid_____
   • Click on Data Mask Config

3. Open Data Mask Config Dialog

• Click + to add an object
• Select from list of Salesforce objects (e.g., Account, Contact)
• Configure:
  • Active checkbox
  • Masked Till
  • Filters
  • Fields to Mask
  • Specified Fields
  • Disable Automations

4.Mask Fields Section

• Select an object to manage its mask fields
• Define field-level masking logic

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