Salesforce - How to get started with Salesforce in Automations

[PradeepUrala]

This article helps the users of Qlik Application Automation 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:

• 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
• 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.