SalesForce Integration

[SteveCap]

DesignTime Revision 2028 and RunTime Revision 770 or higher are needed.

First thing is to setup the connection information for SalesForce.

• Go to the connector application and create a new project.

• Add New -> Connection Instance. Type = SalesForce

  

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• Promote Project to PD

• Go to connection manager page.

• Select SalesForce connection and the instance you just created.

• Fill out the variables.

  

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  • APIVersion - The api version you want to use. Most current as of 09/29/2021 is 52.0
  • ConsumerKey - The ConsumerKey for the connected app in SalesForce
    • Login to SalesForce.
    • In Menu find App Setup -> Create -> Apps

      

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    • Create a new Connected App or select an existing one.

      

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    • Under API find the consumer key

      

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  • ConsumerSecret - The ConsumerSecret for the connected app in SalesForce
    • Follow sames steps as ConsumerKey to find ConsumerSecret
  • Password - SalesForce password
  • SecurityToken - SalesForce SecurityToken
    • This token is regenerated every time the supplied user changes their password.
    • When resetting password the token will be sent to you via email.
  • Url - The base SalesForce Url that you login to.
    • Example: https://na70.salesforce.com/
  • Username - SalesForce Username

• Can toggle ECC switch. If doing so then must go to ECC ServerManager to set the connection variables.

There are two SalesForce services. Request and QueryAPI.
Both use the sales force api which documentation can be found at
https://developer.salesforce.com/docs/a ... o_rest.htm

• Request

  

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  • ConnectionInstance - The name of the connection instance you created above
  • Url - The api url you wish to call
    • This is an override and in most cases can be left blank. If filled out Object and Id will be ignored.
    • If blank the url will be formed using the connection instances Url and API Version along the services Object and Id
  • Method - the verb you want to use to call the api
    • GET, POST, PUT, DELETE, PATCH
  • Object - the object (table) you want to interact with
  • Headers - Any headers you want to add to the api call.
    • Authorization is auto added based on the connection instance information.
      • Passing Name = Authorization will override the auto added header.
  • Id - the id of the object you want to interact with
  • HttpContent - json object to pass to api
    • Fields must be empty to use HttpContent
  • Fields - NameValue pairs which will be converted to json to pass to the api in place of HttpContent
  Examples:
  • Get Account with Id = 0011E00001jcVKiQAM

    Code: Select all

    
    	Default
    	
    	GET
    	Account
    	
    	0011E00001jcVKiQAM
    	
    	
    
    

    

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    Screenshot 2021-09-29 101233.png (83.89 KiB) Viewed 6485 times

  • Delete Account with Id = 0011E00001jcVKiQAM

    Code: Select all

    
    	Default
    	
    	DELETE
    	Account
    	
    	0011E00001jcVKiQAM
    	
    	
    
    

  • Update Account with Id = 0011E00001jcVKiQAM

    Code: Select all

    
    	Default
    	
    	PATCH
    	Account
    	
    	0011E00001jcVKiQAM
    	
    	
    		
    			BillingCity
    			Chicago
    		
    	
    
    

    Or

    Code: Select all

    
    	Default
    	
    	PATCH
    	Account
    	
    	0011E00001jcVKiQAM
    	
    		{
    		    "BillingCity": "Chicago"
    		}
    	
    	
    
    

• QueryAPI
  This service calls SalesForce's query api.
  https://developer.salesforce.com/docs/a ... _query.htm

  

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  • ConnectionInstance - The name of the connection instance you created above
  • Object - the object (table) you want to query against
  • Keys - keys for the where clause of the query
  • Results - the fields you want returned.
  Example:
  Query Account where Id = 0011E00001jcVKiQAM. Return Id, Name, BillingAddress

  Code: Select all

  
  	Default
  	Account
  	
  		
  			
  			Id
  			=
  			0011E00001jcVKiQAM
  		
  	
  	
  		
  			Id
  		
  		
  			Name
  		
  		
  			BillingAddress
  		
  	
  
  

  

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