The Bulk test step is designed for loading or deleting large data sets via the Salesforce Bulk API.  You can modify many records asynchronously by submitting batches from an Excel sheet. Salesforce will process these batches in the background until they are all complete.

Locate this test step in the Test Palette and click and drag it into the test case.

Then complete the following steps:

1. Add a Parameter Value Source to read the Excel/CSV file and specify the variable to store the data, e.g., ExcelData.
2. In the Object section, specify the target object in the Object field (e.g., Account).
3. Select the Operation: Insert, Update, Delete, Upsert, or Hard Delete. (Note: To perform a Hard Delete operation, the Salesforce Connection user must have the Bulk API Hard Delete permission enabled.)
4. Specify an Assignment Rule (if the ownership of the records should be defined using existing Salesforce Assignment Rules).
5. In the Data section, enter the variable in which the Excel data is stored (e.g., ExcelData).
6. In the Result section, specify the Result Name and Result Scope. (Refer to Common Test Step Parameters for more information on Scope.)

Notes on data

When preparing your Excel file, please consider the following:

• Column-field matching: The Column headers in the Excel/CSV file must match the Field Name (i.e., API Name) of the relevant field in Salesforce.
• Required fields: When inserting data into an object, all required fields must be populated. For example, to insert Account records, the Name must be a column header in the Excel file and populated for all rows.
• Salesforce IDs: To operate on existing records, the unique Salesforce ID of the record must be specified. This applies to Update, Upsert, Delete, or Hard Delete operations.