5.22.26. SalesForce Upload

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5.22.26. SalesForce Upload

 

Icon: clip0667

 

Function: SalesForceOut

 

Property window:

 

clip0666

 

 

Short description:

Upload data to Salesforce

 

Long Description:

This Action also works when accessing the web through a PROXY server: Please consult the section 5.1.8.2. for more details on how to setup the parameter P6 for web-access through a PROXY server.

 

To use this Action, you’ll need to get several parameters from Salesforce:
 

your “URL” (parameter P3)

your “Consumer Key” (parameter P4)

your “Consumer Secret” (parameter P5),

 
See the section 5.22.25.1. on how to get these 3 parameters.

 

Once you have completed the “setup process” described in the 5.22.25.1, you can use the parameters P1 and P2 to upload data to your Salesforce system.

 

The parameter P1 selects the operating mode amongst 3 choices:
 

Insert data

Update data

Delete data

When the operating mode is “Delete”, the input table to the clip0668 SaleforceOut Action must contains a column named “Id” that contains the list of “Id” to delete from the given table inside Salesforce.

 
When the operating mode is “Insert” or “Update”, the columns of the input table to the clip0669 SaleforceOut Action must match the column’s names of the table to modify in Salesforce. For your convenience, you can get the required column’s names when clicking here:

 

clip0670

 

 

You don’t need to provide *all* the columns from the Saleforce table in input: Many columns are usually optional.

 

 

When the operating mode is “Update”, you must provide in input a column named “Id” (in addition to the required columns to upload&update into Saleforce).