The component gives sales teams and channel partners the necessary tools to quickly configure, price and quote complex solutions. Automate discounts, pricing, and approvals to maximize revenue and margins.
The component uses JSForce library under the hood to work with Salesforce objects (both native Salesforce and custom CPQ objects).
Salesforce Spring ’17 API version is tested and fully compatible. More recent versions should also work fine.
You need to create two variables:
#### Environment Choose one of 2 available options:
And click ‘Authenticate’. Then in the modal window, which should appear, input your Salesforce credentials and grant access for the component.
Will continuously run the same SOQL Query and emit results one-by-one.
"SELECT ID, Name from Contact where Name like 'John Smi%'".
Will poll for existing and updated objects where you can select any custom or build-in object for your Salesforce CPQ instance.
Each action creates a single object. Input metadata is fetched dynamically from your Salesforce account. Output metadata is the same as input metadata, so you may expect all fields that you mapped as input to be returned as output.
Use the Salesforce Object Query Language (SOQL) to search your organization’s Salesforce data for specific information. SOQL is similar to the SELECT statement in the widely used Structured Query Language (SQL) but is designed specifically for Salesforce data. This action allows you to interact with your data using SOQL.
Optional batch sizeoption is ignored in this case.
"SELECT ID, Name from Contact where Name like 'John Smi%'"
Use the Lookup object action to search your organization’s Salesforce data for specific information.
Yesand the result of the search equals yo 0 objects, then en empty object will be emitted. An error will be thrown otherwise.
For now, you can specify all unique, lookup, externalId/Id fields.
|Condition | Execution result |
|Lookup failed - we were not able to find any parent object. |Lookup action emits a single message with empty body if
Allow zero results is set to
Yes or an error otherwise.|
|Lookup found a single object, e.g. we were able to identify an parent Account to the Contact|A single message will be emitted, found object will be a body of the message|
|Lookup found multiple objects (that may happen when lookup is made by non-unique field) | Each found object will be emitted with the separate message|
Use the Upsert object action create a new object if it does not exist or update an existing one if it exists.
You should specify external or internal Id for making some updates in Salesforce sobject. If you want to create new Object you should always specify Optional Upsert field and value of ExternalId in input body structure.
Some CPQ-specific functionality is not at the moment supported. All the CPQ-specific objects are available for lookup, edit, create, but some CPQ API (full list can be found here) is still a functionality to be added.