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Salesforce

Provides create, update, upsert, query and get integrations for Salesforce via it's REST API. See Setting up Outbound Messages in Salesforce for detail on how to receive messages from Salesforce.

Revision History

3.0.0.45 Updated to API v45, added bulk update and upsert capabilities, misc other enhancements

3.0.0.46 Fixed bug where expired session was not being re-acquired

3.0.0.50 Added the Salesforce File node

4.0.0.0 Modified Create operations to use bulk API which permits 200 items to be inserted in a single call, added support for GetNextRecords to retrieve next page of results for large queries

4.0.0.1 Modified error handling so that a valid document is returned in the Response property in case of failure

4.0.0.2 Changed Create action to use /composite/sobjects API to create up to 200 items in a single call. Added QueryAll supported so that deleted items can be retrieved, tidied error handling and added HadError output property for simpler validation of full/partial success

4.0.0.3 Added support for Delete action. Also Added support to emit JSON.

4.0.0.4 Modified Update action to use SObjects PATCH. Supports 200 items per call.

4.0.1.4 Use v46 of Salesforce API. Modified Upsert action to use SObjects Collection Upsert. Supports upserting of 1000 records per execution of the Node. Requires implementation of ExternalIdField on the object being upserted. If ExternalIdField is NOT provided, then the functionality will fall back to the original Composite Batch upsert, which supports upserting 25 records per execution of the Node. Note that this is a breaking change if you are already implementing Upserts with the use of ExternalIdField. The reason for this is that the structure of the response returned by Salesforce is different for the newly-implemented method in their API. So in such a scenario, be careful to revisit existing workflow logic that is dependent on the structure of data returned by the Upsert method.

4.0.1.7 Resolve version issues with 4.0.1.4. Please review notes of 4.1.0.4 above.

4.0.1.9 Fixed an issue where an invalid referenceId was constructed by the Node during Composite Upsert operation

4.0.1.10 Bumped API version to default to v55.0 and added property to Connection to allow it to be overridden.

4.0.1.11 Bumped API version to default to v59.0

Properties

Connection

Type: Connection Input
The Connection Property

Url
Type: String
An optional URL for the Salesforce instance. This property should only be necessary for Sandbox environments.

ConsumerKey
Type: String
The App Consumer Key (See Creating a Connection below)

ConsumerSecret
Type: Password
The App Consumer Secret (See Creating a Connection below)

Username
Type: String
The Salesforce user username.

Password
Type: Password
The Salesforce user password.

SecurityToken
Type: Password
The Salesforce account security token (See Creating a Connection below)

DontInterleaveRequestsInResponse
Type: Boolean
By default, the records in the Request property will be interleaved in to the records in the Response property which makes it much easier to correlate records in batch requests. If this setting is turned on, interleaving is skipped - consider using this if you don't need to correlate request records with response records and have a large volume of requests to make (there is a small performance gain if this setting is enabled).

EncodingMode
Type: List
Specifies how request and response data should be encoded

XmlInXmlOut
XmlInJsonOut

ApiVersion
Type: String
The version of the API to use. If left blank, defaults to the current version for the Node.

Action

Type: List Input

Create- creates one or more records
Update - updates one or more records keyed on the Id field
Get- retrieves the record specified by the Id field in the Request Property
Query- returns a list of all records matching the specified SQL filter
Upsert- updates or creates one or more records. If Id or the field name specified in ExternalIdField is present, an update is performed otherwise a create is performed
The Action to perform against the object in ObjectName.
GetNextRecords- when not all results are returned by a call using the Query action, this action can be used to retrieve the next page of results.
QueryAll- returns all records including those that have been deleted (use IsDeleted = true) in the query. This Action assists in sync workflows that need to include sync of deletions.
Delete- deletes the records specified in Request

ObjectName

Type: String Input
The name of the object to be acted upon.

ExternalIdField

Type: String Input
Where Action is Update or Upsert , records can be updated by keying them on the Id field or, if a value is provided for ExternalIdField , by keying them on that field instead.

Request

Type: Xml Input
The API request. Obtain an example request by loading the choosing the appropriate Node Sample.

HadError

Type: Boolean Output
When true, indicates that either a complete or partial failure occurred. In the case of a write Action, this indicates that at least 1 record out of a batch failed to write.

Response

Type: Xml Output
The response returned by the Salesforce API

Remarks

Creating a Connection

Register an app in your Salesforce account

  • After signing in to Salesforce, click the Setup cog (top, right of screen), then click Setup.
  • In the menu on the left, click Apps, then click App Manager.
  • Click New Connected App.
  • Provide a name for your app and API name (eg. Flowgear for both) as well as a contact email and name.
  • Tick the Enable OAuth Settings checkbox.
  • Provide a secure URL (eg. your website) in Callback URL (eg. https://yourcompany.com).
  • Under Selected OAuth Scopes, click Full access (full) then click the Add button.
  • Click Save, then Continue.
  • In the page that loads next, the value in Consumer Key should be copied and pasted into the ConsumerKey property in your Flowgear Salesforce Connection while the Consumer Secret (click Click to reveal) should be used in the ConsumerSecret property.

Obtain a security token for your Salesforce account

  • After signing in to Salesforce, click the Person Icon (top, right of screen), then click Settings.
  • In the menu on the left, click Reset my Security Token under My Personal Information.
  • Click the Reset Security Token button to have a new token emailed to you (note that this will invalidate any previously used tokens).
  • In the email you receive, copy the security token into the SecurityToken property in your Flowgear Salesforce Connection.

Using a Sandbox Account

  • If you are using a Sandbox Salesforce account, you need to set the URL property of the Connection as https://test.salesforce.com
  • The account should be created from the developer portal instead of a normal signup.

Resolving 'grant_type not supported' errors

This error indicates that the username/password based grant is not enabled in Setup. To resolve this:

  1. From Setup, in the Quick Find box, enter OAuth, and then select OAuth and OpenID Connect Settings.
  2. To block a flow, turn off its associated setting. Here’s a list of the settings.
  • Allow OAuth User-Agent Flows
  • Allow OAuth Username-Password Flows
  • Allow Authorization Code and Credentials Flows

See https://help.salesforce.com/s/articleView?id=sf.remoteaccess_disable_username_password_flow.htm&type=5 for additional information.

Query Continuation

You can use the GetNextRecords action to retrieve the next page of results for a Query when not all results were returned. Load the appropriate NodeSample and a custom property called nextRecordsUrl will be added to the Node. Connect a Data Flow Connector from the Result Property of the Salesforce Node that runs the initial query to the nextRecordsUrl Property. Use a Sample Workflow and associated Sample Workflow workflow.

Query Object Relationships

Salesforce queries using the SOQL language can reference multiple objects so long as those objects have a defined relationship. This allows you to query multiple different objects within a single API call. E.g, you can query both Orders and OrderItems with the same call.

This can help reduce the number of API calls needed to successfully establish a complete dataset. See example, Sample Workflow

Rate Limiting

The Salesforce Node uses the Composite API with SObjects which permits up to 200 items to be created/inserted/upserted in a single call. Each call counts as a single call for API limit purposes.

See https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_composite_sobjects_collections.htm and https://developer.salesforce.com/docs/atlas.en-us.salesforce_app_limits_cheatsheet.meta/salesforce_app_limits_cheatsheet/salesforce_app_limits_platform_api.htm for more information.

See Also

Salesforce File