Salesforce.com activities

Subtopics

• Creating or editing a Salesforce.com endpoint
  Salesforce.com endpoints provide information that Studio and the Integration Appliance use to connect to a Salesforce.com instance.
• Configuring Salesforce.com activities
  Selecting fields from the Salesforce.com object to map is one of the tasks you must complete to configure a Salesforce.com activity. For more information about the configuration tasks in the Checklist, see the help topic for the specific Salesforce.com activity.
• Migrating Salesforce.com projects
  Notes about migrating projects that contain earlier versions of the Salesforce.com connector.
• Setting Salesforce.com configuration properties
  Any changes you make to configuration properties affects all orchestrations that use that endpoint. The edits are global, not local.
• Specifying the Retry and Time Out parameters for Salesforce.com activities
  Specifying the Retry and Time Out parameters is one of the tasks you must complete to configure a Salesforce.com activity. The Salesforce.com Connector uses an HTTP 1.1 persistent connection over SSL to make all connections to the Salesforce.com server. The Salesforce.com connector compresses all data for requests and responses using the gzip format.
• Understanding and setting polling preferences for the Salesforce.com connector
  
• Convert Lead activity
  Use this activity to convert leads into accounts, contacts, or opportunities in Salesforce.com. While the Salesforce.com API limits the number of objects that it can convert in a single call to 100 objects, the App Connect Salesforce.com connector does not have such a limit. You can use the Convert Lead activity to convert an unlimited number of objects.
• Set password activity
  Use this activity to change the password of a user or SelfServiceUser to a value that you specify.
• Reset password activity
  Use this activity to reset the password of the user to a system-generated value.
• Send email activity
  Use this activity to send single or multiple emails. The emails include all standard email attributes such as the email address, subject line, and carbon copies.
• Create Objects activity
  Use this activity to create one or more Salesforce.com objects. In the Activities tab, open the Salesforce.com directory to find the Create Objects activity.
• Delete Objects activity
  Use this activity to delete one or more objects in Salesforce.com. While the Salesforce.com API limits the number of objects that it can delete in a single call to 200 objects, the App Connect Salesforce.com connector does not have such a limit. You can use the Delete Objects activity to delete an unlimited number of objects.
• Get Deleted Objects
  This activity retrieves the list of individual objects that have been deleted within the specified time-span for the specified object.
• Get Updated Objects
  
• Get User Information activity
  Use this activity to get user information from the Salesforce.com server. In the Activities tab, open the Salesforce.com directory to find the Get User Information activity.
• Get Server Timestamp activity
  Use this activity to get the current time from the Salesforce.com server. In the Activities tab, open the Salesforce.com directory to find the Get Server Timestamp activity.
• Merge Objects Activity
  Use this activity to merge Salesforce.com objects into a single record.
• Poll Deleted Objects activity
  This activity polls the Salesforce.com Server for objects that have been recently deleted and returns IDs to the Integration Appliance.
• Poll Updated Objects activity
  This activity polls the Salesforce.com Server for objects that have been recently created or updated and returns all the object fields that you selected in the configuration panel to the Integration Appliance. In Studio, configure the polling interval for the activity.
• Query Objects activity
  Use the Sforce Object Query Language (SOQL) to run a query on one or more Salesforce.com object types from this activity and return a results set. The Query Objects activity automatically runs a query or queryAll call, followed by continuous queryMore calls for all children and objects returned from Salesforce.com.
• Configuring the Query Objects activity
  You must create a SForce Object Search Language (SOSL) query to configure the Search Objects activity. The following sections discuss the steps to configure the Search Objects activity, create an SOSL query, and provide SOSL syntax rules for App Connect.
• Retrieve Objects activity
  Use this activity to retrieve one or more Salesforce.com objects of a specified type. While the Salesforce.com API limits the number of objects that it can retrieve in a single call to 2,000 objects, the App Connect Salesforce.com connector does not have such a limit. You can use the Retrieve Objects activity to retrieve an unlimited number of objects.
• Search Objects activity
  Use the Sforce Object Search Language (SOSL) to run a search query on one or more Salesforce.com object types from this activity and return a results set.
• Undelete Objects activity
  Use this activity to restore one or more objects that you deleted in Salesforce.com.
• Configuring the Search Objects activity
  You must create an SForce Object Search Language (SOSL) query to configure the Search Objects activity.
• Update Objects activity
  Use this activity to update existing objects in Saleforce.com.
• Upsert Objects activity
  Use this activity to update existing objects or create new objects in Saleforce.com.