How to get started with Salesforce in Qlik Automate

[PradeepUrala]

This article helps the users of Qlik Automate to understand the functionalities of the Salesforce connector.

The Salesforce connector supports the generic CRUD operations that can be performed on the Salesforce application, such as:

• List Recently Deleted Records Incrementally
• List Recently Created and Updated Records Incrementally
• List Records Incrementally
• Get Record By Id
• Get Record By External Id
• Create Record
• Update Record
• Upsert Record By External ID
• Delete Record By Id
• Custom Query
• Custom Query (All)

For more information, see Generic Blocks.

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:

• 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

For more information, see Upload Jobs.

Authentication for this connector is based on the oAuth2 Protocol. See this article for more details on Authenticating to Salesforce.

Now, let's go through a basic use case to retrieve all the Object Types from the Salesforce organization.

1. Create an automation.
2. From the left menu, search for the (a) Salesforce connector and select it (b).
   
   
   
   

3. Once the Salesforce connector is selected, use the Search for blocks input to search for the List Object Types block.

   

4. Drag and drop the block into the automation and link it to the start block. See Connect to Salesforce for details.
   
   

5. Run the automation. This will output a paginated list of Object Types available.

Next steps 

How to create tasks in Salesforce and compel your sales team into taking action