Salesforce component

Overview

The Salesforce component integrates Salesforce through Squiz Connect.

The component works with the Salesforce API. This means you must make sure your Salesforce edition has API Access enabled. To check which editions have API access see the Salesforce editions with API Access.
If your edition has no API Access by default this component will not work for you.

API version

This Salesforce component uses Salesforce’s' API Version 45.0, except:

  • Deprecated Actions and Triggers - API Version 25.0

Authentication

Authentication is via OAuth 2.0.

In the component repository, you need to specify the OAuth Client credentials as environment variables:

  • OAUTH_CLIENT_ID - your OAuth client key

  • OAUTH_CLIENT_SECRET - your OAuth client secret

The environment variables have been renamed to SALESFORCE_KEY and SALESFORCE_SECRET to standardize the OAuth workflow.

The component completeness matrix provides technical details about the Salesforce objects covered by this component.

Credentials

When creating credentials, you would need to:

  • Choose Environment

  • Enter Username and Password in a pop-up window after click on Authenticate button.

  • Verify and save your new credentials.

Triggers

The Salesforce component includes the following triggers:

  1. Query trigger
    Continuously runs the same Salesforce Object Query Language (SOQL) Query and emits results one-by-one. Use SOQL to search your organization’s Salesforce data for specific information.

  2. Get New and Updated Objects Polling trigger
    Polls existing and updated objects. You can select any custom or built-in object for your Salesforce instance.

  3. Subscribe to platform events
    This trigger will subscribe for any platform Event using Salesforce streaming API.

Actions

The Salesforce component supports the following actions:

  1. Query action
    Executing a Salesforce Object Query Language (SOQL) Query that may return many objects. Each resulting object is emitted one-by-one. Use the SOQL to search your organization’s Salesforce data for specific information.

  2. Create Object action
    Creates a new Selected Object. Action creates a single object.

  3. Delete Object action
    Deletes an object by a selected field. One can filter by either unique fields or all fields of that sobject.

  4. Upsert Object action
    Creates or Updates Selected Object. Action creates a single object.

  5. Lookup Object action (at most 1)
    Looks up an object by a selected field. Action creates a single object.

  6. Lookup Objects action
    Looks up a list of objects satisfying specified criteria.

  7. Bulk Create/Update/Delete action
    Bulk API provides a simple interface to quickly load large amounts of data from a CSV file into Salesforce.

  8. Bulk Query action
    Fetches records to a CSV file.

© 2015- Squiz Pty Ltd