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:
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.
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
After selecting the Salesforce connector, Use the 'Search for blocks' input to search for the 'List Object Types' block.
Drag and drop the block into the automation and link it to the start block. Connect to Salesforce.
Run the automation. This will output a paginated list of Object Types available.