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:
SALESFORCE_KEY- your OAuth client key
SALESFORCE_SECRET- your OAuth client secret
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. You can
use the Object input field to type an SOQL query like
"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. Use the Object input
field to select the type of object from which you need to get updates, like
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
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 the SOQL.
Here are the input fields and the descriptions for them:
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 a specific information. Here are the input fields and the descriptions for them:
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.
|Lookup failed - we were not able to find any parent object.||Lookup action emits a single message with empty body if
|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|
Delete a record or records by ID.
Account. Only Salesforce CPQ custom objects (which start with
SBQQ__prefix) are retrieved here.
Use the Upsert object action create a new object if it does not exist or update an existing one if it exists. Here are the input fields and the descriptions for them:
You should specify external or internal Id for making some updates in Salesforce object. If you want to create new Object you should always specify Optional Upsert field and value of external Id 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.