During credentials creation you would need to:
Choose Environment
Enter Username
and Password
in a pop-up window after click on Authenticate
button.
Verify and save your new credentials.
Note: When you deploy the Salesforce component separately into a dedicated tenant or into your developer team it can not use the OAuth App specifically created for our main elastic.io tenant. For this purposes you must create a different OAuth App and add the required environment variables to the component setup.
Authentication occurs via OAuth 2.0.
In the component repository you need to specify OAuth Client credentials as environment variables:
OAUTH_CLIENT_ID
- your OAuth client key
OAUTH_CLIENT_SECRET
- your OAuth client secret
Note: We renamed the environment variables
SALESFORCE_KEY
andSALESFORCE_SECRET
to standardize the OAuth workflow. To get these values you can check the creating OAuth App for Salesforce article.
Here is where those two keys fit into the picture. After the deployment, your repository looks like this.
Click You can configure environment variables here link to configure variables for this specific component.
You would need to create two variables here:
OAUTH_CLIENT_ID
- your OAuth client key, meaning the Consumer Key.OAUTH_CLIENT_SECRET
- your OAuth client secret, meaning the Consumer Secret.Please Note: We renamed the environment variables
SALESFORCE_KEY
andSALESFORCE_SECRET
to standardize the OAuth workflow.
Polls existing and updated Cases (fetches a maximum of 1000 objects per execution)
Trigger is deprecated
. You can use Get Updated Objects Polling trigger instead.
Polls existing and updated Leads (fetches a maximum of 1000 objects per execution)
Trigger is deprecated
. You can use Get Updated Objects Polling trigger instead.
Polls existing and updated Contacts (fetches a maximum of 1000 objects per execution)
Trigger is deprecated
. You can use Get Updated Objects Polling trigger instead.
Polls existing and updated Accounts (fetches a maximum of 1000 objects per execution)
Trigger is deprecated
. You can use Get Updated Objects Polling trigger instead.
Polls existing and updated Tasks (fetches a maximum of 1000 objects per execution)
Trigger is deprecated
. You can use Get Updated Objects Polling trigger instead.
Polls existing and updated objects. You can select any custom or built-in object for your Salesforce instance.
This trigger is deprecated
. Please use Get Updated Objects Pollingtrigger instead.
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.
Account
Id
.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 an empty body. |
Lookup found a single object, e.g. we were able to identify a 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 a lookup is made by non-unique field) | Each found object will be emitted with the separate message |
Action is deprecated
. You can use Lookup Object action or Lookup Object action (at most 1) instead.
Creates a new Account. 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.
This action will automatically retrieve all existing fields of Account
object type that available on your Salesforce organization.
Action is deprecated
. You can use Create Object action instead.
Creates a new Case.
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.
This action will automatically retrieve all existing fields of Case
object type that available on your Salesforce organization
Action is deprecated
. You can use Create Object action instead.
Creates a new Contact.
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.
This action will automatically retrieve all existing fields of Contact
object type that available on your Salesforce organization
Action is deprecated
. You can use Create Object action instead.
Creates a new Event.
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.
This action will automatically retrieve all existing fields of Event
object type that available on your Salesforce organization
Action is deprecated
. You can use Create Object action instead.
Creates a new Lead.
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.
This action will automatically retrieve all existing fields of Lead
object type that available on your Salesforce organization
Action is deprecated
. You can use Create Object action instead.
Creates a new Note.
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.
This action will automatically retrieve all existing fields of Note
object type that available on your Salesforce organization
Action is deprecated
. You can use Create Object action instead.
Creates a new Task.
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.
This action will automatically retrieve all existing fields of Task
object type that available on your Salesforce organization
Action is deprecated
. You can use Create Object actions instead.
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