top menu gradient

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.

Property
Description
Instance Type"Production" or "Sandbox". Determines which endpoint to use when authorizing with Salesforce API
UsernameSalesforce account name, usually an email
PasswordSalesforce account password
Client ID"Consumer Key" of the configured Salesforce App, can be found via App Manager - (your app) - View
Client Secret"Consumer Secret" of the configured Salesforce App, can be found via App Manager - (your app) - View

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
    1Hello from MintData!
Contents