Omnata Product Documentation

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📘Release History

V2.32

Created: 2026-01-24

Percentage values are now cast to DECIMAL(10,2) to allow percentages greater than 100

V2.31

Created: 2026-01-23

Fixed an issue with the previous release where bulk operations could fail due to mixing API versions

V2.30

Created: 2026-01-23

Updated the API version to v65, and added a deprecation warning for the Credentials connection method

V2.29

Created: 2026-01-23

Added extra logging to show available objects when object is missing during formula evaluation
Percentage fields will have their value divided by 100 to match the behaviour of Salesforce calculations

V2.28

Created: 2026-01-14

RecordTypeName now matches the DeveloperName of the RecordType instead of Name, which is a more stable reference

V2.27

Created: 2026-01-13

Added the ability to set a record type by name instead of id

V2.26

Created: 2025-12-16

Removed address objects from the stream schemas to avoid confusion. The data from these compound objects will be available in their individual fields
Added an outbound sync parameter to control the applying of null values

V2.25

Created: 2025-12-08

Fixed an issue with the native app setup script ending early

V2.24

Created: 2025-12-05

Added a outbound tuning parameter slider for parallelism
Added more standard object cursor fields discovered via logs
Improved outbound bulk job waiting process
Outbound syncs now support the use of polymorphic relationship fields

V2.23

Created: 2025-11-14

Added more standard object cursor fields discovered via logs

V2.22

Created: 2025-11-13

Added a tuning parameter to limit the bulk query record count for objects where PK Chunking is not supported

V2.21

Created: 2025-11-11

Outbound object selection now allows object that are createable, updateable or deleteable

V2.20

Created: 2025-11-05

Added more standard object cursor fields discovered via logs

V2.19

Created: 2025-11-05

Changed the stream duration metric to a gauge

V2.18

Created: 2025-11-04

The application will now emit metrics

V2.17

Created: 2025-11-03

Upgraded to new plugin runtime to provide stream level duration metrics

V2.16

Created: 2025-10-30

Fixed an issue with the DATETIMEVALUE formula field

V2.15

Created: 2025-10-29

Fixed a formula issue where addition operations failed in certain scenarios

V2.14

Created: 2025-10-24

The Batch Size outbound parameter is now a tuning parameter
When adding numbers in formulas, the result is no longer cast to variant

V2.13

Created: 2025-10-23

Due to issues with variant values downstream, formula field subtraction will now be handled by multiple overloaded functions
The DATEVALUE function now casts to varchar first to handle variant inputs

V2.12

Created: 2025-10-22

Added formula support for subtracting a number from a timestamp

V2.11

Created: 2025-10-17

The division operator in formula fields will now use the DIV0 function to guard against divide by zero errors in normalized views

V2.10

Created: 2025-10-06

Added a sync configuration parameter to control the sizes of batches sent to Salesforce
Fixed an issue where joined streams used the object name instead of the alias
When referencing a formula field path, the field will be fully qualified unless that field references another object

V2.9

Created: 2025-09-22

Added more discovered cursor fields
Updated plugin runtime

V2.8

Created: 2025-09-11

Reverted the change to count CaseHistory records via CaseHistory2, as this is not a valid assumption
Outbound syncs are now much more memory efficient, leveraging a UDTF for bulk uploads and results fetching
Formula fields which don't reference other streams will be declared in the initial CTE for each stream, instead of in the final CTE.
Added support for checkpointing

V2.7

Created: 2025-08-20

When syncing inbound, if a record count is unable to be obtained then chunking will be enabled. This is due to Salesforce being unable to return a record count when there are tens of millions of records
When the approximate record count for CaseHistory is unavailable, the count for CaseHistory2 will be used if it's available as they appear to represent the same object

V2.6

Created: 2025-08-19

Added another consumer UDF which counts records via SOQL

V2.5

Created: 2025-08-18

Added a new consumer UDF named FETCH_RECORD_COUNTS

V2.4

Created: 2025-08-10

Fixed an issue where picklist values with single quote marks may cause the stream to fail

V2.3

Created: 2025-08-07

Added debug logging to show more object/field information for unsupported formulas that rely on relationships

V2.2

Created: 2025-08-05

OwnerId is now available as a target outbound field for all objects

V2.1

Created: 2025-08-02

If an error is encountered during bulk export, an attempt will be made to close the job
Added formula support for subtracting numbers (days) from dates

V2.0

Created: 2025-07-24

Fixed an issue where bulk SOQL queries were not recalculated during retries
Suppressed logging for zeep and urllib3 as they are noisy loggers
Added support for the "Owner:" formula syntax

V1.129

Created: 2025-07-19

Fixed an issue where large batches of CustomFields without EntityDefinitions would cause the stream to fail

V1.128

Created: 2025-07-17

Bulk queries will now half in chunk size each time a batch fails and is retried

V1.127

Created: 2025-07-17

Added debug logging to the CustomField retrieval loop
Fixed a pagination bug in CustomFields retrieval loop

V1.126

Created: 2025-07-14

Fixed an issue where formula field parts that were DOUBLE type could not be used in a subtraction operation
Further reduced client side chunking size from 5 million to 2 million
The CustomField stream is now marked as mandatory when formula fields are enabled, instead of all streams being marked as dependent on it

V1.125

Created: 2025-07-08

Added an outbound field mapper exception for the Order.OwnerId field

V1.124

Created: 2025-07-07

Adjusted the threshold and batch size for client-side chunking of bulk objects from 10 million to 5 million

V1.123

Created: 2025-07-03

Added an outbound field mapper exception for the Order.OwnerID field to allow it to be mapped

V1.122

Created: 2025-06-28

Added a workaround for the Order.StatusCode field so that it doesn't appear as a mappable outbound field

V1.121

Created: 2025-06-26

Fixed an issue where an expired OAuth session may cause a sync error during bulk job polling
Marked REST-based incremental inbound syncs as completed to avoid warning log messages

V1.120

Created: 2025-06-24

Added functionality to populate existing outbound target types

V1.119

Created: 2025-06-24

Increased the custom fields metadata fetch timeout from 5 mins to 15 mins

V1.118

Created: 2025-06-24

Salesforce sessions will now be refreshed before bulk results fetching, to prevent token expiry during downloading

V1.117

Created: 2025-06-23

Added token refresh for OAuth connection method

V1.116

Created: 2025-06-20

Added a new inbound sync parameter to control rounding of currency/percent fields in normalized views
Fixed an issue where the incorrect alias was used on a join

V1.115

Created: 2025-06-18

Single quotes inside literal values in formulas are now properly escaped
PK Chunking threshold reverted back to 1M

V1.114

Created: 2025-06-17

Fixed an issue where formula fields referencing multi-step relationship lookups were excluded
Implemented support for the INCLUDES function in formula fields

V1.113

Created: 2025-06-16

Fixed an issue with client-side bulk chunking where multiple query filters fails

V1.112

Created: 2025-06-13

Fixed a regression where the Contact stream did not support PK chunking

V1.111

Created: 2025-06-13

Inbound streams with more than 1 million changes that don't support PK Chunking will be fetched in batches of 10 million via the bulk API.

V1.110

Created: 2025-06-12

Formula fields now implement the Blank Field Handling preference

V1.109

Created: 2025-06-10

Removed offset clause from CustomField retrieval entirely, in favour of secondary filter
Implemented outbound target types for branching toggles
Introduced a new sync parameter named "Incremental Sync Timestamp Offset", which compensates for delayed commits by subtracting time from the cursor value
Added the 'attributes' field to the JSON schema to prevent schema refreshes

V1.108

Created: 2025-06-02

Added extra logging to the relationships resolver for formula fields
Added secondary id-based pagination for CustomField retrieval, to accomodate the scenario where over 2000 records have the same modified date

V1.107

Created: 2025-05-30

Fixed an issue where Custom Field metadata could not be retrieved

V1.106

Created: 2025-05-29

Adjusted addition formula to yield a variant instead of a string

V1.105

Created: 2025-05-28

Added handling for various syntactic variations in Salesforce formulas

V1.104

Created: 2025-05-27

Added support for the NOW() and TODAY() formula functions
When using the TEXT() function on a number with decimals, the resulting string has trailing zero decimals removed to match Salesforce behaviour
Subtraction between integers and decimals is supported
Subtraction between different timestamp types is supported

V1.103

Created: 2025-05-27

Increased the field metadata retrieval timeout to 5 minutes
Added support for subtraction with two null values

V1.102

Created: 2025-05-26

Switched to zip file based metadata retrieval for CustomFields

V1.101

Created: 2025-05-13

Added formula support for the exclamation mark as a NOT operator, and the literal NULL value
Added formula support for '==' operator
Added formula support for the ISPICKVAL function

V1.100

Created: 2025-05-09

Fixed an issue where the CustomMetadata API would return empty elements, causing an error when syncing

V1.99

Created: 2025-05-01

Added the INVOKE_STANDARD_ACTION and LIST_STANDARD_ACTIONS consumer UDFs

V1.98

Created: 2025-05-01

Switched from Salesforce API version 59.0 to 63.0

V1.97

Created: 2025-04-30

Fixed an issue where custom functions used in normalized views were not visible to the sync engine

V1.96

Created: 2025-04-28

Added support for subtracting dates, wrapped subtraction support inside a UDF

V1.95

Created: 2025-04-25

Implemented support for the CASESAFEID function

V1.94

Created: 2025-04-23

Improved handling of boolean values in the formula parser
Handled the scenario where DATEVALUE Salesforce formula references the string value of another field

V1.93

Created: 2025-04-22

Added support for subtraction of two timestamps in formula fields
Improved the performance of custom field metadata retrieval
The FETCH_CUSTOM_FIELD_METADATA UDF can now have a null value provided in the second parameter, and metadata for all custom fields will be returned

V1.92

Created: 2025-04-16

If initial record counting fails during incremental syncs, the error will be logged but the sync will continue

V1.91

Created: 2025-04-02

Fixed a further issue handling Salesforce metadata API UNKNOWN_EXCEPTIONs

V1.90

Created: 2025-04-01

Added additional special handling for UNKNOWN_EXCEPTION when querying metadata API

V1.88

Created: 2025-03-26

Improved performance of formula parsing

V1.87

Created: 2025-03-25

Allowed Salesforce formulas containing '+' operators to work with text or numeric values

V1.86

Created: 2025-03-24

Added special handling for UNKNOWN_EXCEPTION when querying metadata API for formula field information. When the error is encountered, the current batch of CustomFields will be fetched one by one and skipped as needed

V1.85

Created: 2025-03-24

Added the ability to specify assignment rules for outbound Lead and Case syncs

V1.84

Created: 2025-03-21

Fixed an issue where formula field dependencies may be incomplete, resulting in view errors due to missing columns
Adjusted the FETCH_CUSTOM_FIELD_METADATA UDTF to include the full field name, and to handle the scenario where there was no metadata returned

V1.83

Created: 2025-03-20

Marked ISPICKVAL as an unsupported formula
Marked the use of $User as unsupported in formulas

V1.82

Created: 2025-03-19

Added a new consumer UDTF: FETCH_CUSTOM_FIELD_METADATA
Added further logging when formula fields fail to parse

V1.81

Created: 2025-03-18

Added referenced fields for formulas, to improve normalized view creation
Adjusted support for LOCATION formula function so that it performed object drill-down instead of using the convenient columns

V1.80

Created: 2025-03-18

The SOQL_QUERY UDTF now supports querying the tooling API

V1.79

Created: 2025-03-17

Unsupported formula fields now have the formula definition logged

V1.78

Created: 2025-03-17

Formulas containing double-quoted string literals will now be converted to single-quotes

V1.77

Created: 2025-03-11

Fixed an issue caused by some custom field metadata containing an empty EntityDefinition
Salesforce formula fields which require joined streams will now be omitted if the required stream is not selected

V1.76

Created: 2025-02-27

Fixed a regression in a previous release where boolean fields were still rendered as variant columns in normalized views

V1.75

Created: 2025-02-25

Added a new stream named 'PicklistValues', which retrieves all values of all picklists in the Salesforce org
Building with new plugin devkit which includes a performance improvement for outbound syncing

V1.74

Created: 2025-02-21

Increased bulk job retries to 6 attempts with a 10 second delay

V1.73

Created: 2025-02-20

Added some more Standard objects to the cursor catalog
For object names ending with "History" that we don't otherwise override, default to "CreatedDate" as the cursor field

V1.72

Created: 2025-02-19

When detecting cursor fields for unknown standard objects, requests are made in batches to prevent hitting SOQL payload limits
Fixed an issue where REST API queries would attempt to order by the cursor field when one wasn't defined

V1.71

Created: 2025-02-14

Building with new plugin devkit which includes a performance improvement for outbound syncing
Currency and Percent fields will now be represented in normalized views as NUMERIC(38,19). This is because Salesforce allows values to be stored beyond the configured scale when written via the API
Added some more cursor field definitions

V1.70

Created: 2025-02-13

Timestamp formatting for outbound syncs is now controlled by the plugin, in case they have been overridden at the account level
PaymentIntentEvent is now excluded as an inbound stream
For unrecognized Standard objects, listing inbound streams will use metadata queries to attempt to find a suitable cursor field among a common set

V1.69

Created: 2025-02-06

Fixed an issue where ISO timestamps were parsed incorrectly, causing month/date reversal

V1.68

Created: 2025-02-05

Fixed an issue where boolean, date and time types were represented as variants in the normalized views

V1.67

Created: 2025-02-05

Fixed an issue where a large number of CustomField records would fail to sync due to a timestamp formatting error

V1.66

Created: 2025-02-05

Fixed an issue where CustomField inbound streams may get a serialization error during syncing
Fixed an issue where incremental inbound syncs did not include deleted records unless other changes also occurred

V1.65

Created: 2025-01-29

Fixed an issue where SOQL_QUERY results may contain duplicates when using bulk API

V1.64

Created: 2025-01-24

Extended empty string handling to cover all non-string data types

V1.63

Created: 2025-01-23

Restored the conversion of empty strings to nulls in normalized views

V1.62

Created: 2025-01-21

Fixed an issue where Organizations with more than 3000 Custom Fields would get a SOQL offset error when syncing the CustomFields stream

V1.61

Created: 2025-01-16

Added a new consumer function named FETCH_PICKLIST_VALUES

V1.60

Created: 2025-01-16

Marked PaymentIntentEvent as not supporting the Bulk API
Added field information for SurveyInvitationShare, SurveyQuestionScore and SurveyShare
Fixed an issue where incremental syncs fail for some streams due to an invalid stored state value
Fixed an issue where Salesforce dates that are hundreds of years in the future would break the pandas timestamp parsing
Fixed an issue where the SOQL_QUERY consumer function would error when using the bulk API

V1.59

Created: 2025-01-10

The SOQL_QUERY UDF now uses the bulk v1 API
Added numeric precision and scale information to formula fields

V1.58

Created: 2024-12-22

Fixed an issue where PK chunking may be attempted on objects which don't support it
Added error handling for situations where the formula parser does not return a string result

V1.57

Created: 2024-12-12

Added a workaround for null sync states caused by a previous bug

V1.56

Created: 2024-12-10

Added retries to the bulk results download process, to try to avoid "transaction was committed" SQL errors

V1.55

Created: 2024-12-02

Added field information for QuoteHistory
Fixed an issue where sync state values could contain nulls

V1.54

Created: 2024-12-01

Added tracing to assist with performance improvements
Inbound syncs using the bulk API now avoid any intermediate JSON serialization

V1.53

Created: 2024-11-27

Pinned some dependencies to Anaconda-supported versions

V1.52

Created: 2024-11-27

Fixed an issue where metadata queries may exceed query row limits
Updated to latest plugin runtime

V1.51

Created: 2024-11-17

Switched back to Bulk V1 API, to enable PK chunking and better null value handling

V1.50

Created: 2024-11-14

Updated to the latest plugin runtime

V1.49

Created: 2024-11-13

Adjusted PREVIEW_SOQL_QUERY_CHUNKED so that it returns records

V1.48

Created: 2024-11-11

Fixed an issue where an error was thrown when fetching the stream list with formula fields enabled

V1.47

Created: 2024-11-10

More performance adjustments to PREVIEW_SOQL_QUERY_CHUNKED

V1.46

Created: 2024-11-08

Stream schemas will now only include formula field metadata if formula field syncing is enabled. This avoids the need to grant Metadata API permissions unless formula fields are required
Improved memory management in the chunked result download UDTF

V1.45

Created: 2024-11-07

Modified the PREVIEW_SOQL_QUERY_CHUNKED procedure to only count the records

V1.44

Created: 2024-11-06

PREVIEW_SOQL_QUERY_CHUNKED now waits for all batches to complete before invoking UDFS, to avoid timeout errors

V1.43

Created: 2024-11-05

Fixed an issue where field metadata retrieval exceeded batch limits
Fixed an issue where chunked batches containing multiple results files would error

V1.41

Created: 2024-11-01

Fixed an issue where an error may be thrown during custom field metadata retrieval

V1.40

Created: 2024-10-31

Fixed a regression from the previous release, where outbound syncs error when fetching results

V1.39

Created: 2024-10-30

Added experimental support for formula fields in normalized views
Added a preview procedure for performing chunked bulk queries

V1.38

Created: 2024-10-21

Fixed an issue where organizations that had the limits API disabled could not sync any records inbound

V1.37

Created: 2024-10-14

Inbound stream schemas now include compound field components (e.g. FirstName, LastName of Contacts). This means these will be visible in the normalized views

V1.36

Created: 2024-10-04

Restricted the byte size limit of bulk V1 batches, as there were instances where the 10MB limit was exceeded
Limited bulk operation concurrency to 10, to reduce load on Salesforce API
Improved exception handling in result gathering during bulk operation batches
Added an option to retry outbound bulk uploads that fail due to record locking errors

V1.35

Created: 2024-09-15

Reduced some log statements from info to debug level
Very large tables can time out when running a count() query. When attempting to provide a total record count up front, any errors will now be caught and the stream will still proceed.

V1.34

Created: 2024-09-12

Complex values and Lookups now use varchar columns in the normalized views, due to the variety of values that they can take

V1.33

Created: 2024-09-06

Fixed issue with previous build where UDTFs were not exposed

V1.32

Created: 2024-09-06

Nested lookup fields with null values are no longer included in imports

V1.31

Created: 2024-09-06

Fixed an issue where null-valued lookup field values were erroring, instead of leaving the lookup field as null

V1.30

Created: 2024-09-06

Fixed an issue where bulk uploads would not include any records if there is only a single one in the run

V1.29

Created: 2024-09-06

Added extra logging to bulk import functions

V1.28

Created: 2024-09-05

Fixed an issue where consumer functions were broken by a sync engine release

V1.27

Created: 2024-09-03

New Salesforce API is now used (v59.0)
Improved logging for outbound sync global errors

V1.26

Created: 2024-08-30

Fixed an issue where outbound syncs may report more errored records than actually occurred

V1.25

Created: 2024-08-28

Added additional logging to outbound syncs to provide more diagnostic information for the bulk operation results processing

V1.24

Created: 2024-08-26

Fixed an issue where outbound sync record level errors may be attributed to the wrong source record when a large bulk upload is performed

V1.23

Created: 2024-08-14

Fixed an issue where outbound syncs containing large field values would exceed bulk import batch size limits

V1.22

Created: 2024-07-30

For outbound syncs, reference fields themselves are no longer marked as required in case an external id on the referenced object is chosen instead

V1.21

Created: 2024-07-30

For outbound syncs, Salesforce ID field will now only be selectable if the sync strategy is Upsert or Mirror (other strategies are set to the record ID)
For outbound syncs, fields with 'updateable' flag of false will now appear as a target field if the 'createable' flag is true

V1.20

Created: 2024-07-26

Added a new consumer function which returns field metadata for a particular object

V1.19

Created: 2024-07-10

Migrated to new plugin runtime which offers improved handling of transient transaction-related errors when syncing

V1.18

Created: 2024-07-03

Migrated to new plugin runtime to mitigate SQL transaction errors during highly concurrent inbound post-processing

V1.17

Created: 2024-06-28

Inbound syncs now provide an estimate of the total number of records up-front
Worked around the scenario where the REST API must be used to retrieve records, but the total length of the SOQL query exceeds the limit. See the plugin docs for the full details.

V1.16

Created: 2024-06-17

Inbound syncs now only use the bulk API if there are more than 2000 records to sync for the object

V1.15

Created: 2024-06-17

Added retry mechanism for connection errors (this is in addition to the existing rate limiting functionality)

V1.14

Created: 2024-06-12

Fixed an inbound sync issue where deleted records were not fetched for certain objects

V1.13

Created: 2024-05-23

Added a boolean flag to the SOQL_QUERY UDTF to indicate whether the bulk API should be used

V1.12

Created: 2024-05-23

Streams that do not support bulk export now process records in batches to reduce memory consumption

V1.11

Created: 2024-05-10

Fixed an issue affecting incremental inbound syncs that don't support bulk unloading

V1.10

Created: 2024-05-07

Fixed an issue where History streams for custom objects raised an error when syncing incrementally

V1.9

Created: 2024-05-07

Removed a new standard object which doesn't support querying
Added a consumer UDTF which returns all sobjects
Removed support for OAuth with Authorization Code due to issues with Snowflake secret refreshing tokens
Added support for the Client Credentials OAuth method
Deleted records will now be marked as deleted for inbound syncs

V1.8

Created: 2024-05-04

Fixed an issue where LoginHistory failed to sync incrementally

V1.7

Created: 2024-05-03

Fixed issue where OAuth connections would fail to renew their tokens after expiry
Removed several new standard objects which don't support querying
Fixed an issue where History objects did not store their progress during incremental syncs, resulting in continual full refreshes

V1.6

Created: 2024-05-03

Updated plugin runtime to the latest version

V1.5

Created: 2024-04-12

Added a consumer-facing UDTF named SOQL_QUERY, which can run ad-hoc SOQL queries and return the results directly

V1.4

Created: 2024-04-02

Added a connection method for OAuth (Authorization Code)
Built with omnata-plugin-devkit 0.3.17 which includes pinned stored proc dependencies

V1.3

Created: 2024-03-21

Fixed an issue where non-english characters are interfered with during download, due to an incorrect encoding header provided by the v2 bulk API

V1.2

Created: 2024-03-05

This is the first plugin version which contains release notes.

Fixed error which can occur when outbound records contain lookup field values
Pinned requirements to Anaconda-supported versions to minimise application size

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Last updated 16 days ago