Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Need some help? Contact us:

...

If you want one we can write one quite easily using the Shell Adapter - it will take 1-2 days for us. We already have a lot of clients using our adapter for Iguana 6 and Salesforce.

See https://help.interfaceware.com/v6/salesforce-com-adapter

We have customers who have built there businesses on salesforce like Riskonnect who built a really nice set of helpful solutions on top of Salesforce.

We’d like to do a fresh version of the adapter so it works better with Iguana X. 

 

The Salesforce adapter is designed to help you connect and interact with the Salesforce API. It includes a simple example of retrieving and updating an account. It is designed in a way for you to easily adapt and build additional functionality quickly.

Expand
titleSign up for a Salesforce and create a form to collect data

Refer to Setup a Salesforce Developer Account for the sign up process and gathering the Salesforce authentication details needed for the Salesforce Adapter.

Expand
titleImport the Salesforce Adapter component

See Create a Component if this is your first time!

Expand
titleConfigure your domain and authentication details in the Salesforce Adapter Custom Fields
  • Input your developer account domain

  • Consumer Key as the ClientID

  • Consumer Secret as the ClientSecret

The Key does not need to be entered. SALESFORCEcustom module first queries the Salesforce token endpoint using the OAuth2.0 client credentials workflow to obtain the token and sets it to the encrypted Key custom field.

The API version is set to default to v59.0. You can find what version you are using by going to <your domain>/services/data/.

Screen Shot 2024-02-14 at 12.52.45 PM.pngImage Added
Expand
titleClick Edit to Open the Translator and view the how the script works

The SALESFORCE Library is used to create a Salesforce client and call different methods against the Salesforce API. The example workflow included:

  • Queries Salesforce for an Account Object named “Jiffy Dry Cleaning“

  • If the call was successful and an Account object that meets the query exists then modify the object by passing the Object name, id, and parameters to update (the industry)

Screen Shot 2024-02-14 at 2.51.27 PM.pngImage Added