Salesforce actions

Salesforce component actions.

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Query action

Executing a SOQL Query that may return many objects. Each resulting object is emitted one-by-one. 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. Empty object will be returned, if query doesn’t find any data.

Input fields description

• Include deleted - checkbox, if checked - deleted records will be included into the result list.

Input fields description

• Optional batch size - A positive integer specifying batch size. If no batch size is specified then results of the query will be emitted one-by-one, otherwise, query results will be emitted in an array of maximum batch size.
• Allow all results to be returned in a set - checkbox which allows emitting query results in a single array. Optional batch size and Max Fetch Count options are ignored in this case.
• SOQL Query - Input field where you should type the SOQL query. E.g. "SELECT ID, Name from Contact where Name like 'John Smi%'"
• Max Fetch Count - limit for a number of messages that can be fetched. 1,000 is the default value when the variable is not set.

Create Object action

Creates a new Selected Object. 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.

Please Note: In case of an Attachment object type you should specify Body in base64 encoding. ParentId is a Salesforce ID of an object (Account, Lead, Contact) which an attachment is going to be attached to.

Input fields description

• Object - Input field where you should choose the object type, which you want to find. E.g. Account

• Utilize data attachment from previous step (for objects with a binary field) - a checkbox, if it is checked and an input message contains an attachment and specified object has a binary field (type of base64) then the input data is put into object’s binary field. In this case any data specified for the binary field in the data mapper is discarded.

This action will automatically retrieve all existing fields of chosen object type that available on your Salesforce organization

Limitations

When Utilize data attachment from previous step (for objects with a binary field) is checked and this action is used with Local Agent error would be thrown: ‘getaddrinfo ENOTFOUND steward-service.platform.svc.cluster.local steward-service.platform.svc.cluster.local:8200’

Delete Object action (at most 1)

Deletes an object by a selected field. One can filter by either unique fields or all fields of that sobject. Input metadata is fetched dynamically from your Salesforce account.

Input field description

• Object - dropdown list where you should choose the object type, which you want to find. E.g. Account.

• Type Of Search - dropdown list with two values: Unique Fields and All Fields.

• Lookup by field - dropdown list with all fields on the selected object, if on Type Of Search is chosen All Fields, or with all fields on the selected object where type is id or unique is true , if on Type Of Search is chosen Unique Fields then all searchable fields both custom and standard will be available for selection.

• id - string, salesforce object id

• success - boolean, if operation was successful true

• errors - array, if operation fails, it will contain description of errors

Metadata description

Metadata for each particular Object type + Lookup by field is generating dynamically.

Upsert Object action

Creates or Updates Selected Object. 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.

Input field description

• Object - Input field where you should choose the object type, which you want to find. E.g. Account
• Type Of Search - Dropdown list with values: Unique Fields, All Fields and External IDs
  • All Fields - all available fields in the object
  • Unique Fields - fields where type is id or unique is true
  • External IDs - fields where externalId is true, this option uses built-in salesforce method upsert.

  It works as following:

  • If there is no value in the lookup field - a new object will be created
  • If a lookup value is specified and External IDs selected as a Type Of Search - it is the most efficient (fast) way to go. In this case an object will be upserted directly on the Salesforce side. When this field has an attribute Unique it would guarantee that no errors are emitted.
  • If a lookup value is specified and one of Unique Fields or All Fields selected - then an action will first lookup for an existing object in Salesforce:
    • If no objects found - a new one will be created
    • If 1 object found - it will be updated
    • If more than 1 object found - ar error Found more than 1 Object will be thrown
• Lookup by field - Dropdown list with fields on the selected object, depending on the Type Of Search

Expected input metadata

• lookup by - name of filed selected in ‘Lookup by field’
• other fields, that used by selected Object

Expected output metadata

The result of creating or updating an object

• id - Unic identificator from salesforce
• success - Boolean result of creation/update object
• errors - Arrey of errors if they exist

Limitations

When Utilize data attachment from previous step (for objects with a binary field) is checked and this action is used with Local Agent error would be thrown: ‘getaddrinfo ENOTFOUND steward-service.platform.svc.cluster.local steward-service.platform.svc.cluster.local:8200’

Lookup Object action (at most 1)

Lookup an object by a selected field. 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.

Input field description

• Object - Dropdown list displaying all searchable object types. Select one type to query, e.g. Account.

• Type Of Search - Dropdown list with two values: Unique Fields and All Fields.

• Lookup by field - Dropdown list with all fields on the selected object if the Type Of Search is All Fields. If the Type Of Search is Unique Fields, the dropdown lists instead all fields on the selected object where type is id or unique is true.

• Include linked objects - Multiselect dropdown list with all the related child and parent objects of the selected object type. List entries are given as Object Name/Reference To (Relationship Name). Select one or more related objects, which will be join queried and included in the response from your Salesforce Organization. Please see the Limitations section below for use case advisories.

• Allow zero results - Checkbox. If checked and nothing is found in your Salesforce Organization, an empty object will be returned. If not checked and nothing is found, the action will throw an error.

• Pass binary data to the next component (if found object has it) - Checkbox. If it is checked and the found object record has a binary field (primitive type base64), then its data will be passed to the next component as a binary attachment and link to it will be replaced to link on the platform

Metadata description

Metadata contains one field whose name, type and mandatoriness are generated according to the value of the configuration fields Lookup by field and Allow criteria to be omitted.

Limitations

When Pass binary data to the next component (if found object has it) is checked and this action is used with Local Agent error would be thrown: ‘getaddrinfo ENOTFOUND steward-service.platform.svc.cluster.local steward-service.platform.svc.cluster.local:8200’

Please Note: Action has caching mechanism. By default action stores last 10 request-response pairs for 10 min duration. This parameters can be changed by setting environment variables:

• HASH_LIMIT_TIME - Hash expiration time in milis
• HASH_LIMIT_ELEMENTS - Hash size number limit

Lookup Objects action

Lookup a list of objects satisfying specified criteria.

Input field description

• Object - dropdown list where you should choose the object type, which you want to find. E.g. Account.

• Include deleted - checkbox, if checked - deleted records will be included into the result list.

• Output method - dropdown list with following values: “Emit all”, “Emit page”, “Emit individually”.

• Number of search terms - text field to specify a number of search terms (positive integer number [1-99] or 0).

• Enable Cache Usage - Flag to enable cache usage.

• Max Fetch Count - limit for a number of messages that can be fetched. 1,000 is the default value when the variable is not set.

Please Note: Action has caching mechanism. By default action stores last 10 request-response pairs for 10 min duration. This parameters can be changed by setting environment variables:

• HASH_LIMIT_TIME - Hash expiration time in milis
• HASH_LIMIT_ELEMENTS - Hash size number limit

Metadata description

Depending on the the configuration field Output method the input metadata can contain different fields:

Known limitations

If Output method set to Emit page maximum “Page number” must be less or equal to “Page size”/2000

Bulk Create/Update/Delete/Upsert action

Bulk API provides a simple interface for quickly loading large amounts of data from CSV file into Salesforce (up to 10’000 records).

Action takes a CSV file from the attachment as an input. CSV file format is described in the Salesforce documentation

Input field description

• Operation - dropdown list with 3 supported operations: Create, Update and Delete.

• Object - dropdown list where you should choose the object type to perform bulk operation. E.g. Case.

• Timeout - maximum time to wait until the server completes a bulk operation (default: 600 sec).

Result is an object with a property result: array. It contains objects with 3 fields.

• id - string, salesforce object id

• success - boolean, if operation was successful true

• errors - array, if operation failed contains description of errors

Metadata description

• External ID Field - a name of the External ID field for Upsert operation. E.g. my_external_id__c

Limitations

• No errors thrown in case of failed Object Create/Update/Delete/Upsert ("success": "false").
• External ID is needed for Upsert.
• Object ID is needed for Update and Delete.
• Salesforce processes up to 10’000 records from the input CSV file.

Bulk Query action

Fetches records to a CSV file.

Input field description

• SOQL Query - Input field where you should type the SOQL query. E.g. "SELECT ID, Name from Contact where Name like 'John Smi%'"

Result is a CSV file in the attachment.

Raw Request action

This function executes a custom REST API call request. By default, the service called is /services/data, which encompasses most of the services provided by Salesforce. Alternatively, you can call any other services, such as /services/apexrest, by specifying the full URL instead of a relative one.

Input Metadata

• HTTP Verb - Allowed values GET, POST, PUT, PATCH, DELETE, HEAD, Required. HTTP verb to use in the request.
  • To call services based on the /services/data endpoint, you can utilize a relative path, for instance, query/?q=SELECT+Id,Name+FROM+Account. This automatically constructs the URL as follows: https://{your_instance}.salesforce.com/services/data/{SALESFORCE_API_VERSION}/query/?q=SELECT+Id,Name+FROM+Account
  • For calling other services like /services/apexrest, provide the full URL, such as https://{your_instance}.salesforce.com/services/apexrest/myApexClass
• Path - String, Required. Use a relative path to make a request (for a list of all types of objects - sobjects, e.g., to list the type of objects Account - sobjects/account). Since Salesforce sends the endpoint that must be called dynamically, there is no need to enter the base URL like this:

  https://{INSTANCE_NAME}.salesforce.com/services/data/v{SALESFORCE_API_VERSION}/sobjects/{SALESFORCE_OBJECT}
  

  Instead, you should use a relative path - sobjects/{SALESFORCE_OBJECT}.

• Request Body - Object, Optional. Body to attach to the HTTP Request

Output Metadata

• Response Object (Object, optional): HTTP response body

Resources List

• More information about available resources you can find here

Request Examples

• Examples of using REST API resources can be found here

Known limitations

For the methods PUT and HEAD you need to specify the whole path (e.g. services/OpportunityLineItem/00kR0000001WJJAIA4/OpportunityLineItemSchedules) which have conflicts with /services/data/v{SALESFORCE_API_VERSION}/{RESOURCE} path, so Raw Request does not work for these two methods (PUT and HEAD) just for now.