Salesforce CRM actions

1. About Bulk Upsert:

Salesforce Bulk Upsert connector is used to update a number of records in one go. After configuring a Salesforce connection, you can configure as many Salesforce activities as you like for each Salesforce connection.

Properties expected by the connector:

Property	DataType	Required
Username	String	Yes
Password	String	Yes
ClientId	String	Yes
ClientSecret	String	Yes
Environment	String	Yes
API_Version	String	Yes
Data_Property	JSON	Yes

Properties:

Following are the properties of this connector and can be overridden by by msg.config object.

1. Username

Your Salesforce account username. override property msg.config.username

2. Password

Your Salesforce account password. override property msg.config.password

3. Client_Id

Client id of your connected app. Override property msg.config.clientId

4. Client_Secret

Client secret of your connected app. override property msg.config.clientSecret

5. Api_Version

It is the API version of your Salesforce Org Override property msg.config.apiVersion

6. Environment

Your Org Environment (Sandbox || Production) override property msg.config.environment

7. DataProperty

msg property that contains data override property msg.config.dataProperty

Following message properties can be inside the connector properties if provided.

• msg.config.username => Username
• msg.config.password => Password
• msg.config.clientId => Client_Id
• msg.config.clientSecret => Client_Secret
• msg.config.environment => Environment
• msg.config.apiVersion => Api_Version
• msg.config.dataProperty => Data_Property

Sample config

msg.config ={
    username: "" ,
    password: "" ,
    clientId: "",
    clientSecret: "",
    environment: "",
    apiVersion: "" ,
    dataProperty: ""
}

Sample data

msg.data = [
    {
        "object" : "Account",
        "id" : "recordId",
        "body" : {
            "AccountNumber" : "Test1"
        }
    },
    {
        "object" : "Account",
        "body" : {
            "Name" : "Test2"
        }
    }
]

2. About Create a Record:

This connector action can be used to create records in salesforce.

Properties expected by the connector:

Property	DataType	Required
Username	String	Yes
Password	String	Yes
ClientId	String	Yes
ClientSecret	String	Yes
Environment	String	Yes
API_Version	String	Yes
Object	String	Yes
Data_Property	JSON	Yes

Following message properties can be inside the connector properties if provided.

• msg.config.username => Username
• msg.config.password => Password
• msg.config.clientId => Client_Id
• msg.config.clientSecret => Client_Secret
• msg.config.environment => Environment
• msg.config.apiVersion => Api_Version
• msg.config.objectName => Object_Name
• msg.config.dataProperty => Data_Property

Sample config

msg.config ={
    username: "" ,
    password: "" ,
    clientId: "",
    clientSecret: "",
    environment: "",
    apiVersion: "" ,
    objectName: "",
    dataProperty: ""
}

Sample data

msg.data = [
    {
        "object" : "Account",
        "id" : "recordId",
        "body" : {
            "AccountNumber" : "Test1"
        }
    },
    {
        "object" : "Account",
        "body" : {
            "Name" : "Test2"
        }
    }
]

3. About Create a Topic:

The create a topic connector lets you create a new topic in salesforce.

Properties:

Following are the properties of this connector.

1. Username

Your Salesforce account username.

2. Password

Your Salesforce account password.

3. Client_Id

Client id of your connected app.

4. Client_Secret

Client secret of your connected app.

5. environment

Your Org Environment (Sandbox || Production)\

6. Topic_Name

It is the name of the topic.

7. Topic_Query

It is the topic query.

8. Notify Creates

Override property msg.config.notifyCreates

9. Notify Updates

Override property msg.config.notifyUpdates

9. Notify Deletes

It is the API version of your Salesforce Org Override property msg.config.notifyDeletes

10. Notify Undeletes

Override property msg.config.notifyUndeletes

Following message properties can be inside the connector properties if provided.

• msg.config.username => Username
• msg.config.password => Password
• msg.config.clientId => Client_Id
• msg.config.clientSecret => Client_Secret
• msg.config.environment => Environment
• msg.config.apiVersion => Api_Version
• msg.config.topicName => Topic_Name
• msg.config.topicQuery => Topic_Query
• msg.config.notifyCreates => Create_Operations
• msg.config.notifyUpdates => Update_Operations
• msg.config.notifyDeletes => Delete_Operations
• msg.config.notifyUndeletes => Undelete_Operations

Sample config

msg.config ={
    username: "" ,
    password: "" ,
    clientId: "",
    clientSecret: "",
    environment: "",
    apiVersion: "" ,
    topicName: "",
    topicQuery: "",
    notifyCreates: "",
    notifyUpdates: "",
    notifyDeletes: "",
    notifyUndeletes: ""
}

4. About Delete a Record:

This connector action lets you delete a record from salesforce.

Properties:

Following are the properties of this connector.

1. Username

Your Salesforce account username.

2. Password

Your Salesforce account password.

3. Client_Id

Client id of your connected app.

4. Client_Secret

Client secret of your connected app.

5. environment

Your Org Environment (Sandbox || Production)

6. Api_Version

It is the API version of your Salesforce Org

7. Object_Name

It is the name of your object.

8. Record_id

It is the id of the record that needs to be deleted. msg property that contains data

Following message properties can be inside the connector properties if provided.

• msg.config.username => Username
• msg.config.password => Password
• msg.config.clientId => Client_Id
• msg.config.clientSecret => Client_Secret
• msg.config.environment => Environment
• msg.config.apiVersion => Api_Version
• msg.config.objectName => Object_Name
• msg.config.recordId => Record_Id

Sample config

msg.config ={
    username: "" ,
    password: "" ,
    clientId: "",
    clientSecret: "",
    environment: "",
    apiVersion: "" ,
    objectName: "",
    recordId: ""
}

5. Find In (Search)

Properties:

Following are the properties of this connector and can be overridden by by msg.config object.

1. Username

Your Salesforce account username. override property msg.config.username

2. Password

Your Salesforce account password. override property msg.config.password

3. Client_Id

Client id of your connected app. Override property msg.config.clientId

4. Client_Secret

Client secret of your connected app. override property msg.config.clientSecret

5. environment

Your Org Environment (Sandbox || Production) override property msg.config.environment

6. Api_Version

It is the API version of your Salesforce Org Override property msg.config.apiVersion

7. Search_Query

It is the search query. Override property msg.config.searchQuery

8. Search_Fields

It is the search fields. msg property that contains data override property msg.config.searchFields

9. Return_Fields

It is the return fields. msg property that contains data override property msg.config.returnFields

10. Limit

It is the limit clause of the query. msg property that contains data override property msg.config.limit

Following message properties can be inside the connector properties if provided.

• msg.config.username => Username
• msg.config.password => Password
• msg.config.clientId => Client_Id
• msg.config.clientSecret => Client_Secret
• msg.config.environment => Environment
• msg.config.apiVersion => Api_Version
• msg.config.objectName => Object_Name
• msg.config.searchFields => Search_Fields
• msg.config.searchQuery => Search_Query
• msg.config.Return_Fields => Return_Fields
• msg.config.filter => Filters
• msg.config.limit => Limit

Sample config

msg.config ={
    username: "" ,
    password: "" ,
    clientId: "",
    clientSecret: "",
    environment: "",
    apiVersion: "" ,
    objectName: "",
    searchFields: "",
    searchQuery: "",
    Return_Fields: "",
    filter: "",
    limit: ""
}

6. About Listen to Topic:

This connector action is used to create a topic with create, update, delete and undelete event notification. It require Topic name and Topic Query to create a Topic.

This connector is used to Listen to Topic connection action. Listen to Topic connector is used to listening configured event within the topic. This required Topic name for configuration.

7. About Select Records:

The Select Records connector action allows you to retrieve specific records from salesforce.

Properties:

Following are the properties of this connector and can be overridden by msg.config object.

1. Username

Your Salesforce account username. override property msg.config.username

2. Password

Your Salesforce account password. override property msg.config.password

3. Client_Id

Client id of your connected app. Override property msg.config.clientId

4. Client_Secret

Client secret of your connected app. override property msg.config.clientSecret

5. Environment

Your Org Environment (Sandbox || Production) override property msg.config.environment

6. Api_Version

It is the API version of your Salesforce Org Override property msg.config.apiVersion

7. Object_Name

It is the name of your object. Override property msg.config.objectName

8. Fields

Name of all the fields which need to be retrieved. msg property that contains data override property msg.config.fields

9. Filters

It is same as 'if' condition for querying. msg property that contains data override property msg.config.filters

10. Limit

It is the limit on the number of rows being retrieved. msg property that contains data override property msg.config.limit

Following message properties can be inside the connector properties if provided.

• msg.config.username => Username
• msg.config.password => Password
• msg.config.clientId => Client_Id
• msg.config.clientSecret => Client_Secret
• msg.config.environment => Environment
• msg.config.apiVersion => Api_Version
• msg.config.objectName => Object_Name
• msg.config.fields => Fields
• msg.config.filter => Filters
• msg.config.limit => Limit

Sample config

msg.config ={
    username: "" ,
    password: "" ,
    clientId: "",
    clientSecret: "",
    environment: "",
    apiVersion: "" ,
    objectName: "",
    fields: "",
    filter: "",
    limit: ""
}

8. About Update a Record:

This connector action can be used to update a record in salesforce.

Properties:

Following are the properties of this connector and can be overridden by msg.config object.

1. Username

Your Salesforce account username. Override property msg.config.username

2. Password

Your Salesforce account password. Override property msg.config.password

3. Client_Id

Client id of your connected app. Override property msg.config.clientId

4. Client_Secret

Client secret of your connected app. Override property msg.config.clientSecret

5. Environment

Your Org Environment (Sandbox || Production) Override property msg.config.environment

6. Api_Version

It is the API version of your Salesforce Org Override property msg.config.apiVersion

7. Object_Name

It is the name of your object. Override property msg.config.objectName

8. Record_id

It is the id of the record that needs to be updated. msg property that contains data override property `msg.config.recorded

Following message properties can be inside the connector properties if provided.

• msg.config.username => Username
• msg.config.password => Password
• msg.config.clientId => Client_Id
• msg.config.clientSecret => Client_Secret
• msg.config.environment => Environment
• msg.config.apiVersion => Api_Version
• msg.config.objectName => Object_Name
• msg.config.recordId => Record_Id
• msg.config.dataProperty => Data_Property

Sample config

msg.config ={
    username: "" ,
    password: "" ,
    clientId: "",
    clientSecret: "",
    environment: "",
    apiVersion: "" ,
    objectName: "",
    recordId: "",
    dataProperty: ""
}

Sample data

msg.data={
    StageName:""
}