Salesforce - How to get started with Salesforce in Automations
This article helps the users of Qlik Application Automation to understand the different functionalities of the Salesforce connector.
The Salesforce connector supports the generic CRUD operations that can be performed on the Salesforce application, such as:
API LIST Recently Deleted Records Incrementally
API LIST Recently Created and Updated Records Incrementally
API LIST Records Incrementally
API GET Record By Id
API GET Record By External Id
API CREATE Record
API UPDATE Record
API UPSERT Record By External ID
API DELETE Record By Id
Custom Query (All)
Refer to this page for more information on the usage of the Generic Blocks.
Apart from the above blocks, Salesforce also has functionality for 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.
Create Bulk Upload Job
Upload Job Data
Get Upload Job Information
Close Or Abort Upload Job
Get Upload Job Successful Record Results
Get Upload Job Failed Record Results
Get Upload Job Unprocessed Records Results
List Upload Jobs
Refer to this page for more information on the usage of the Upload Jobs.
Authentication for this connector is based on the oAuth2 Protocol. For more details on Authenticating to Salesforce, check this article.
Now, let's go through a basic use case to retrieve all the Object Types from the Salesforce organization
Create an automation
From the left menu, search for the Salesforce connector
After selecting the Salesforce connector, Use the 'Search for blocks' input to search for the 'List Object Types' block.