Salesforce
  • 31 May 2022
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Article Summary

The Salesforce does not require a plugin but the salesforce system type is configured in the Administration->Integrations tab by adding a New Adapter. The adapter information is then selected by the user in the Integration builder to access the salesforce data and manipulate it with the action blocks that are available for salesforce database.

  • The user selects the adapter from the dropdown list and the username configured for the selection is generated in the first oval box. The user then enters the corresponding password in the second oval box.
  • There are 4 actions that can be performed in the Integration Builder. The options are List, CreateUpdate, & Delete. The action and functionalities for Create, Update & Delete are the same as in the EdgeReady DB.
  • The List helps to retrieve a list of data items rather than a single file or folder. It is similar to a SELECT query.
  • Like in the EdgeReady DB and external DB, these actions are done using variable mapping by inserting necessary input and output variables in the "where" and "to" spaces that are provided.

Salesforce Thumbnail and on Canvas operations


Salesforce All Operations in the on-cloud lane


Salesforce-thumbnail

Enter the user access password in the second oval box

Salesforce-credentialboxes



Salesforce-alloperations


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