Using Business Parameter

When you create a custom action, use the business parameter configuration to select a key field to create or update the records from the existing operation. Use the Upsert action to insert or update any information for the Salesforce connector using the business parameter.

About this task

Note: Before you use the Upsert operation, ensure that you configure the External ID field name for the object to which you are trying to upsert. This external ID is used by the Salesforce connector to associate the records during the Upsert operation.

To do the upsert operation on a Salesforce object account, add the Salesforce CRM connector to the canvas and configure an account as mentioned in the following steps:

Procedure

  1. To configure an Account, select the Select Action field. From here, you can create a new account, or access an existing account.
  2. Click Next and select an action. For example, upsert.
  3. Click Next and select the business object to be associated with the action upsert.
  4. Click Next and select the data fields for the business object you have chosen in the previous step.

    The selected data field is added as an external ID. Use this data field to do an "upsert" action.

  5. Click Next. Confirm the action, and then click Done.
  6. Select the new configured field to the upsdoert operation, and click Done.

    All the fields configured as external ID in Salesforce CRM are shown. If you want more configuration fields here, you must configure the respective fields in Salesforce CRM.

  7. Click Done, you are redirected to a select action window.
  8. Click Next, you are redirected to the action configuration window, where you add relevant details to run the action.
  9. Click Next to run the action.
  10. Click Test.

    If you configure the action correctly, you see the output data for the action. It gives you an idea of how your action works when used in a workflow and which keys are returned in the output of the trigger. This output data is then used to configure the rest of the workflow.

  11. Click Done.

Results

With this, our business parameter is successfully set up. Now, click the Save to save the workflow. You can now use this account in any workflow that is created under the same project.