Using SaleForce with Bonita
SaleForce connectors allow you to interact with Saleforce through Bonita.
Overview
Salesforce version 24.0.0
Available Salesforce connectors are:
-
Create Object - Create a Salesforce object (e.g.: Account, Contact)
-
Delete Object(s) - Delete one or several Salesforce object with list of objects identifiers in parameters
-
Query Object - Execute query on Salesforce objects (e.g.: SELECT Name FROM Account)
-
Retrieve Object(s) - Retrieve one or several Salesforce objects
-
Update Object(s) - Updates one Salesforce object with a list of objects identifiers in parameters
Parameters are:
-
Type of object you want to retrieve (e.g.: Account)
-
List of objects identifiers
-
List of fields of the object (e.g.: Name, Phone)
-
Update object - Update a Salesforce object.
Parameters are:
-
Type of object you want to update (e.g.: Account)
-
Object identifier
-
Map of fields of the object to update (e.g.: Name = MyNewName, Phone = 1234)
A Salesforce account is necessary. See the Salesforce web site for details.
All connectors have these required parameters in common:
-
Username
-
Password
-
Security Token (it could be obtained via the Salesforce user interface)
There are also optional parameters:
-
Endpoint: Endpoint URL
-
Authentication endpoint: Endpoint configuration
-
Service endpoint: Service endpoint URL
-
REST endpoint: REST endpoint URL
-
Proxy (if you use a proxy)
-
Proxy port
-
Proxy name
-
Proxy password
-
Timeout: timeout
-
Read timeout