Salesforce Actions
Create Salesforce Object Action
Responsible for creating a new Objects in Salesforce, features include:
- Creating a new Standard or Custom Salesforce Object
- Field and picklist population including custom fields
- Upsert support based on a Salesforce defined external key
- Repeating Section Support
Using the Action in Design
Start a new or open an existing SmartIQ Project that requires the Create Salesforce Object functionality. It is best to get the form flow and business logic finished first so it is easily identifiable fields and logic need to be applied to the Action.
Once you’ve added the Create Salesforce Object Action to your project, either on the Finish page or on a workflow transition, use the following table to configure any action attributes that you require.
Mandatory Fields
Mandatory action attributes are donated with a *. Use the table below to apply any action attributes that are appropriate.
| Input | Description |
|---|---|
| Object Type* | The API name for the Object you are creating in Salesforce. Eg. Account |
| Upsert Check Field Name | Optional API Field name that corresponds to an External Id field. This can be used to allow forms to be re-entrant in that they will look for the Check Field Name and Check Field Value as a key. If not found a new Record will be created, if found the record will be updated. |
| Upsert Check Field Value | Optional Unique value for the external id |
| Field | Provided as name=value pairs where the name is the API name for the field you wish to set a value for. These are specified as name-value pairs separated by an equals sign. E.g FirstName=John |
The Action produces a single output which is the “ObjectId” which on success is populated with the unique identifier of the new or updated object in Salesforce.
Create Salesforce Document Action
Responsible for storage of documents from the SmartIQ generation into Salesforce. All documents passed to this action will be stored with their generated filenames against the defined object based on the attributes configured; features include:
- Storage of generated documents in Salesforce as ContentDocument Objects with their associated ContentVersion Object
- Population of ContentDocument fields
- Ability to set Sharing and Visibility attributes
- Automatically relating the documents to an Object
- Repeating Section Support
Using the Action in Design
Start a new or open an existing SmartIQ Project that requires the Create Salesforce Document functionality. It is best to get the form flow and business logic finished first so it is easily identifiable fields and logic need to be applied to the Action.
Once you’ve added the Create Salesforce Document Action to your project, either on the Finish page or on a workflow transition, use the following table to configure any action attributes that you require.
Mandatory Fields
Mandatory action attributes are donated with a *. Use the table below to apply any action attributes that are appropriate.
| Input | Description |
|---|---|
| Object Id to Link to* | The id of the Object that the documents will be associated to. For example, if the document should be displayed on the ACME Inc Account Object then the Id of ACME Inc should be passed as the attribute. E.g 001O0000013FNQiIAO |
| Document Visibility | Salesforce visibility setting for the documents being stored. Default: AllUsers |
| Document Share Type | Salesforce Share Type setting for documents being stored. Default: V |
| Field | Provided as name=value pairs where the name is the API name for the field you wish to set a value for. These are specified as name-value pairs separated by an equals sign. E.g FirstName=John |
Update Salesforce Object Action
Responsible for modifying an existing Object in Salesforce; features include:
- Set and Update fields including custom fields on the Object
- Repeating Section Support
Using the Action in Design
Start a new or open an existing SmartIQ Project that requires the Update Salesforce Object functionality. It is best to get the form flow and business logic finished first so it is easily identifiable fields and logic need to be applied to the Action.
Once you’ve added the Update Salesforce Object Action to your project, either on the Finish page or on a workflow transition, use the following table to configure any action attributes that you require.
Mandatory Fields
Mandatory action attributes are donated with a *. Use the table below to apply any action attributes that are appropriate.
| Input | Description |
|---|---|
| Object Type* | The API name for the Object you are creating in Salesforce. Eg. Account |
| Object Id* | The id of the Object to be updated. E.g 001O0000013FNQiIAO |
| Field | Provided as name=value pairs where the name is the API name for the field you wish to set a value for. These are specified as name-value pairs separated by an equals sign. E.g FirstName=John |
The Action produces a single output which is the “ObjectId” which on success is populated with the unique identifier of the updated object in Salesforce.
Updated 5 months ago