Working with Multiple Business Objects

You can add multiple business objects with their data fields when you create a custom action.

About this task

In our example, we will create multiple business objects for the Salesforce CRM application.

To do so, complete the following steps:

Procedure

  1. Connect to an account.

    Add the Salesforce CRM connector on canvas and connect it to the Start and Stop icons. Next, double-click the Salesforce CRM icon and click the + to start creating a custom action. The Add Custom Action configuration screen appears where you need to provide the following details:

    • Select Authentication type : Select an authentication type, for example, OAuth V2.0 (Authorization Code Flow) .
    • Authorize Salesforce CRM: Select an account to run the selected action.
    • Name : Provide a name for the account.
    • Description : Enter the description of the account.

    Click Next.

  2. Select the operation.

    Select the operation - createMultiple from the options listed in the Operation step.

    Note: The operations for Multiple Business Object appear for certain applications and actions only.

    On clicking Next, the Add Multiple Business Object screen appears.

    Next, click +Add to add a business object and its data fields.

  3. Select the Business Object.

    Select the business object to be associated with the selected createMultiple operation.

    Select 'Account' as the first business object and then click Next.

  4. Select the Data Fields for the Business Object Select the data fields for the chosen business object.

    On clicking Next, you are redirected to theAdd Multiple Business Objectscreen where you see the details of the newly created business object. Here, you see the name of the business object that is created, the number of data fields added, and the actions (Edit or Delete) that can be done on the business object.

    To create a second business object, click +Add and repeat the steps that are mentioned earlier.

    Note: You can change the order of objects within the list as necessary with the drag-and-drop functionality. To reorder the list, click and hold the drag icon that appears on the left of the relevant object and then drag-and-drop it to the necessary position in the list.
  5. Confirm the action.

    The next step is to verify and confirm the custom action. Click Done .