article How to get started with Salesforce in Qlik Automate in Official Support Articles https://community.qlik.com/t5/Official-Support-Articles/How-to-get-started-with-Salesforce-in-Qlik-Automate/ta-p/1833988 <DIV class="lia-message-template-content-zone"> <P>This article helps the users of <FONT color="#339966"><STRONG>Qlik Automate</STRONG></FONT>&nbsp;to understand the functionalities of the Salesforce connector.</P> <P>The Salesforce connector supports the generic CRUD operations that can be performed on the Salesforce application, such as:</P> <UL type="disc"> <LI>List Recently Deleted Records Incrementally</LI> <LI>List Recently Created and Updated Records Incrementally</LI> <LI>List Records Incrementally</LI> <LI>Get Record By Id</LI> <LI>Get Record By External Id</LI> <LI>Create Record</LI> <LI>Update Record</LI> <LI>Upsert Record By External ID</LI> <LI>Delete Record By Id</LI> <LI>Custom Query</LI> <LI>Custom Query (All)</LI> </UL> <P>For more information, see&nbsp;<A href="https://community.qlik.com/t5/Knowledge/Salesforce-Generic-API-blocks/ta-p/1834052" target="_self">Generic Blocks</A>.</P> <P>In addition to the above blocks, the Salesforce connector can also support bulk operations. With Bulk API 2.0 (Jobs), you can insert, update, upsert, or delete large data sets by preparing a comma-separated value (CSV) file. Below is a list of available blocks for these operations:</P> <UL type="disc"> <LI>Create Bulk Upload Job</LI> <LI>Upload Job Data</LI> <LI>Get Upload Job Information</LI> <LI>Close Or Abort Upload Job</LI> <LI>Get Upload Job Successful Record Results</LI> <LI>Get Upload Job Failed Record Results</LI> <LI>Get Upload Job Unprocessed Records Results</LI> <LI>List Upload Jobs</LI> </UL> <P>For more information, see&nbsp;<A href="https://community.qlik.com/t5/Knowledge/Salesforce-Upload-Jobs-API/ta-p/1833993" target="_self">Upload Jobs</A>.</P> <P style="margin: 0in; font-family: Calibri; font-size: 11.0pt;">&nbsp;</P> <P data-unlink="true">Authentication for this connector is based on the oAuth2 Protocol. See this&nbsp;<A href="https://community.qlik.com/t5/Knowledge/Salesforce-Authentication-and-Scope-overview/ta-p/1833974" target="_self">article</A> for&nbsp;more details on Authenticating to Salesforce.</P> <P>&nbsp;</P> <P>Now, let's go through a basic use case to retrieve all the Object Types from the Salesforce organization.</P> <OL type="1"> <LI value="1">Create an automation.</LI> <LI>From the left menu, search for the (<STRONG>a</STRONG>)&nbsp;<STRONG>Salesforce</STRONG> connector and select it (<STRONG>b</STRONG>).<BR /><BR /><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="search and select the salesforce connector.png" style="width: 924px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/173337i48D6B02F5B390DAD/image-size/large?v=v2&amp;px=999" role="button" title="search and select the salesforce connector.png" alt="search and select the salesforce connector.png" /></span><BR /><BR /></LI> <LI> <P>Once the Salesforce connector is selected, use the <STRONG>Search for blocks</STRONG> input to search for the <STRONG>List Object Types</STRONG> block.</P> <P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="List object types.png" style="width: 335px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/173341iC81A345EB67BB16C/image-size/large?v=v2&amp;px=999" role="button" title="List object types.png" alt="List object types.png" /></span></P> </LI> <LI> <P>Drag and drop the block into the automation and link it to the start block. See&nbsp;<A href="https://community.qlik.com/t5/Knowledge/Salesforce-Authentication-and-Scope-overview/ta-p/1833974" target="_self">Connect to Salesforce</A>&nbsp;for details.<BR /><BR /><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="drag and drop list object types.png" style="width: 999px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/173342i29E364936C2745E9/image-size/large?v=v2&amp;px=999" role="button" title="drag and drop list object types.png" alt="drag and drop list object types.png" /></span></P> <P>&nbsp;</P> </LI> <LI> <P>Run the automation. This will output a paginated list of <EM>Object Types</EM> available.</P> </LI> </OL> <H3><FONT color="#339966"><STRONG>Next steps&nbsp;</STRONG></FONT></H3> <P><A href="https://community.qlik.com/t5/Official-Support-Articles/Qlik-Automate-Create-Tasks-in-Salesforce-and-compel-your-sales/ta-p/2509483" target="_blank" rel="noopener">How to create tasks in Salesforce and compel your sales team into taking action</A></P> </DIV> Wed, 25 Jun 2025 05:56:28 GMT PradeepUrala 2025-06-25T05:56:28Z How to get started with Salesforce in Qlik Automate https://community.qlik.com/t5/Official-Support-Articles/How-to-get-started-with-Salesforce-in-Qlik-Automate/ta-p/1833988 <DIV class="lia-message-template-content-zone"> <P>This article helps the users of <FONT color="#339966"><STRONG>Qlik Automate</STRONG></FONT>&nbsp;to understand the functionalities of the Salesforce connector.</P> <P>The Salesforce connector supports the generic CRUD operations that can be performed on the Salesforce application, such as:</P> <UL type="disc"> <LI>List Recently Deleted Records Incrementally</LI> <LI>List Recently Created and Updated Records Incrementally</LI> <LI>List Records Incrementally</LI> <LI>Get Record By Id</LI> <LI>Get Record By External Id</LI> <LI>Create Record</LI> <LI>Update Record</LI> <LI>Upsert Record By External ID</LI> <LI>Delete Record By Id</LI> <LI>Custom Query</LI> <LI>Custom Query (All)</LI> </UL> <P>For more information, see&nbsp;<A href="https://community.qlik.com/t5/Knowledge/Salesforce-Generic-API-blocks/ta-p/1834052" target="_self">Generic Blocks</A>.</P> <P>In addition to the above blocks, the Salesforce connector can also support bulk operations. With Bulk API 2.0 (Jobs), you can insert, update, upsert, or delete large data sets by preparing a comma-separated value (CSV) file. Below is a list of available blocks for these operations:</P> <UL type="disc"> <LI>Create Bulk Upload Job</LI> <LI>Upload Job Data</LI> <LI>Get Upload Job Information</LI> <LI>Close Or Abort Upload Job</LI> <LI>Get Upload Job Successful Record Results</LI> <LI>Get Upload Job Failed Record Results</LI> <LI>Get Upload Job Unprocessed Records Results</LI> <LI>List Upload Jobs</LI> </UL> <P>For more information, see&nbsp;<A href="https://community.qlik.com/t5/Knowledge/Salesforce-Upload-Jobs-API/ta-p/1833993" target="_self">Upload Jobs</A>.</P> <P style="margin: 0in; font-family: Calibri; font-size: 11.0pt;">&nbsp;</P> <P data-unlink="true">Authentication for this connector is based on the oAuth2 Protocol. See this&nbsp;<A href="https://community.qlik.com/t5/Knowledge/Salesforce-Authentication-and-Scope-overview/ta-p/1833974" target="_self">article</A> for&nbsp;more details on Authenticating to Salesforce.</P> <P>&nbsp;</P> <P>Now, let's go through a basic use case to retrieve all the Object Types from the Salesforce organization.</P> <OL type="1"> <LI value="1">Create an automation.</LI> <LI>From the left menu, search for the (<STRONG>a</STRONG>)&nbsp;<STRONG>Salesforce</STRONG> connector and select it (<STRONG>b</STRONG>).<BR /><BR /><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="search and select the salesforce connector.png" style="width: 924px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/173337i48D6B02F5B390DAD/image-size/large?v=v2&amp;px=999" role="button" title="search and select the salesforce connector.png" alt="search and select the salesforce connector.png" /></span><BR /><BR /></LI> <LI> <P>Once the Salesforce connector is selected, use the <STRONG>Search for blocks</STRONG> input to search for the <STRONG>List Object Types</STRONG> block.</P> <P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="List object types.png" style="width: 335px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/173341iC81A345EB67BB16C/image-size/large?v=v2&amp;px=999" role="button" title="List object types.png" alt="List object types.png" /></span></P> </LI> <LI> <P>Drag and drop the block into the automation and link it to the start block. See&nbsp;<A href="https://community.qlik.com/t5/Knowledge/Salesforce-Authentication-and-Scope-overview/ta-p/1833974" target="_self">Connect to Salesforce</A>&nbsp;for details.<BR /><BR /><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="drag and drop list object types.png" style="width: 999px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/173342i29E364936C2745E9/image-size/large?v=v2&amp;px=999" role="button" title="drag and drop list object types.png" alt="drag and drop list object types.png" /></span></P> <P>&nbsp;</P> </LI> <LI> <P>Run the automation. This will output a paginated list of <EM>Object Types</EM> available.</P> </LI> </OL> <H3><FONT color="#339966"><STRONG>Next steps&nbsp;</STRONG></FONT></H3> <P><A href="https://community.qlik.com/t5/Official-Support-Articles/Qlik-Automate-Create-Tasks-in-Salesforce-and-compel-your-sales/ta-p/2509483" target="_blank" rel="noopener">How to create tasks in Salesforce and compel your sales team into taking action</A></P> </DIV> Wed, 25 Jun 2025 05:56:28 GMT https://community.qlik.com/t5/Official-Support-Articles/How-to-get-started-with-Salesforce-in-Qlik-Automate/ta-p/1833988 PradeepUrala 2025-06-25T05:56:28Z