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Query Salesforce
Summary
Reads data from a Salesforce instance. Provide connection details and a SOQL query to get data.
Properties
The following table lists the Query 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 |
| Username | Salesforce account name, usually an email |
| Password | Salesforce 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
- One Input of String type, named
query
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 restrictionsand save it.
Navigate to Your App -> View. Here you can find Consumer Key and Consumer Secret values to use with Query Salesforce block.
Test
Create a Flow in MintData with Query Salesforce block.
- Choose
Instance Typeand fill in the rest of fields. - Add an Input block, name it
queryand connect everything.
Execute the flow, putting into query parameter something like SELECT Id, Name FROM Account.