Modify Salesforce

Summary

Allows to modify data in a Salesforce instance. Provide connection details and inputs.

Properties

The following table lists the Modify Salesforce block properties and describes the input for each property.

Inputs

• Input of String type, named objectType - Account, Opportunity, etc.
• Input of String type, named objectId - e.g. 0013i0000265UZrAAM.
• Input of Frame type, named data - a frame with columns as keys and a single row as values.

Setup

Create a new Connected App in Salesforce, named, for example, "Mintdata Integration".

• Fill in required "Email" field.
• Select "Enable OAuth Settings" checkbox.
• In the "Callback URL" field specify: https://localhost:8443/RestTest/oauth/_callback (this field is not actually used, but is required to match the Callback URL in the MintData Salesforce client).
• Add Access and manage your data (api) to OAuth scopes.

From the App Manager, on your App choose Manage, then click Edit Policies button.

• Set IP Relaxation to Relax IP restrictions and save it.

Navigate to Your App -> View. Here you can find Consumer Key and Consumer Secret values to use with Modify Salesforce block.

Test

Create a Flow in MintData with Modify Salesforce block, name it sf_test.

• Choose Instance Type.
• Choose Request Type: Create
• Fill in the rest of fields
• Add three Input blocks: objectType, objectId, data
• Connect everything.

Go back to the spreadsheet view. Prepare input data:

• objectType: an object type pf your choice, for example Account.
• objectId: not required for Create operation, use empty cell or string.
• data a frame of key/value pairs, as described in Inputs section. Example:

  	Name
  1	Hello from MintData!