Salesforce

The Salesforce modules allow you to create broadcast messages, create and modify records and jobs, and make API calls from your Salesforce account.

Getting Started with Salesforce

Prerequisites

  • A Salesforce account

In order to use Salesforce with Make, you must first have a Salesforce account. If you do not have one, you can create one at salesforce.com.

Connecting Salesforce to Make

Notice

Not all editions of Salesforce have API access. See here for more information.

  1. Go to your Make scenarioand choose the Salesforce module you want to use.

  2. Next to Connection, click Add.

  3. Choose a name for your Salesforce connection.

  4. Choose whether you want to use a Salesforce Sandbox environment. Click Save.

  5. Allow Make access to your account by cicking Allow.

  6. Log in to your Salesforce account in the pop-up window.

You have successfully established the connection.

Record

Triggers when a record is created or updated in an object.

Connection

Establish a connection to your Salesforce account.

Watch Records

Select the option to watch the records:

  • When a record is updated

  • When a record is created

Type

Select the type of object whose records you want to watch.

Limit

Enter the maximum number of records Make returns during one scenario execution cycle.

Searches for records in an object using a Salesforce Object Search Language (SOSL) query.

Connection

Establish a connection to your Salesforce account.

Search By

Select how you would like to search the records.

  • User defined string

    Select the type of string you want to search with and enter your query parameters. See here for more information about search possibilities.

  • Using SOSL

    Enter the SOSL query. To create your own, use the Salesforce SOSL syntax. You can find example test searches here.

    Note

    The value of the parameter RETURNING influences the output of the module. If you use LIMIT, Make ignores the settings made for the Maximum number of returned records. If you don't set any limit, Make inserts the value LIMIT = Maximal number of returned records unless you disable the limit.

Limit

Enter the maximum number of records Make returns during one scenario execution cycle.

Lists or searches for records in an object using a filter or a Salesforce Object Query Language (SOQL) query.

Connection

Establish a connection to your Salesforce account.

Search By

Select how you would like to search the records.

  • Filter

    Select the type of filter you want to use to search the records.

  • Using SOQL

    Enter the SOQL query. To create your own, use the Salesforce SOQL syntax.

    Note

    The value of the parameter RETURNING influences the output of the module. If you use LIMIT, Make ignores the settings made for the Maximum number of returned records. If you don't set any limit, Make inserts the value LIMIT = Maximal number of returned records unless you disable the limit.

    Note

    The max number of returned records by an SOQL query is always 2,000 no matter if you set up a higher Limit below or directly in your SOQL query. This is a limitation on Salesforce's side as outlined here.

Limit

Enter the maximum number of records Make returns during one scenario execution cycle.

Gets a specified record in an object.

Connection

Establish a connection to your Salesforce account.

Type

Select the type of record you want to retrieve.

Record ID

Enter or search for the ID of the record you want to retrieve.

Creates a new record in an object.

Connection

Establish a connection to your Salesforce account.

Type

Select the type of record you want to create. Enter the details in the fields that auto-populates based on your selection.

Note

For more information, please see the Salesforce Field Reference Guide.

Updates an existing record in an object.

Connection

Establish a connection to your Salesforce account.

Type

Select the type of record you want to update. Enter the details in the fields that auto-populates based on your selection.

Note

For more information, please see the Salesforce Field Reference Guide.

Record ID

Enter the ID of the record you want to update.

Upserts a record.

Connection

Establish a connection to your Salesforce account.

Type

Select the type of record you want to upsert. This only shows types which are both creatable and updatable. Enter the details in the fields that auto-populates based on your selection.

Note

For more information, please see the Salesforce Field Reference Guide.

Record ID

Enter the ID of the record you want to upsert.

Deletes a record.

Connection

Establish a connection to your Salesforce account.

Type

Select the type of record you want to delete.

Record ID

Enter the ID of the record you want to delete.

Bulk Job

Triggers when a bulk data job is created.

Connection

Establish a connection to your Salesforce account.

Job Type

Select the type of job you want to watch.

  • Big Object Ingest: BigObjects job

  • Classic: Bulk API 1.0 job

  • V2 Ingest: Bulk API 2.0 job

PK Chunking

Choose whether to filter jobs with PK chunking enabled.

Limit

Set the maximum number of jobs Make returns during one scenario execution cycle.

Retrieves all bulk data jobs in the organization.

Connection

Establish a connection to your Salesforce account.

Job Type

Select the type of jobs you want to list.

  • Big Object Ingest: BigObjects job

  • Classic: Bulk API 1.0 job

  • V2 Ingest: Bulk API 2.0 job

PK Chunking

Choose whether to list jobs with PK chunking enabled.

Query Locator

Enter a query locator value to get a specific set of job results.

Limit

Set the maximum number of jobs Make returns during one scenario execution cycle.

Creates a new bulk data job.

Connection

Establish a connection to your Salesforce account.

Type

Select the type of job you want to create.

File

Name

Enter the file name, including the extension. For example: data.csv.

Data

Enter any additional job data.

Column Delimiter

Select the column delimiter used for CSV job data. The default value is COMMA.

Line Ending

Select the line ending, marking the end of a data row. The default is LF.

Completes or aborts a job.

Note

If you complete a job, Salesforce queues the job and uploaded data for processing, and you can’t add any more job data. If you abort a job, the job does not get queued or processed.

Connection

Establish a connection to your Salesforce account.

Job ID

Select the ID of the job you want to complete or abort.

State a Method

Select the action you want to perform. You can abort a job if you created it or if you have the “Manage Data Integrations” permission.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Salesforce account.

URL

Enter a path relative to <Instance URL>/services/data. For example: /v51.0/query

Note

For the list of available endpoints, refer to the Salesforce REST API Developer Guide.

Method

Select the HTTP method you want to use:

GET: retrieve information for an entry.

POST: to create a new entry.

PUT: to update/replace an existing entry.

PATCH: make a partial entry update.

DELETE: delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns the most recently accessed items that were viewed or referenced by the current user:

URL: /v51.0/recent

Method: GET

salesforce_2.png

Matches of the search can be found in the module's Output under Bundle > Body. Our example returned 1 result:

salesforce_1.png

Posts a message to a chatter feed.

Connection

Establish a connection to your Salesforce account.

Resource

Select whether to post to the feed of a user or group.

Subject ID

Select or map the user or group whose feed you want to post to.

Text

Enter the message that you want to post. Max. 10,000 characters.

Downloads an attachment or a document.

Connection

Establish a connection to your Salesforce account.

Select a Method

Select whether to download an attachment or a document.

ID

Select or enter the ID of the attachment or document you want to download.