Salesforce

The Salesforce connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for Salesforce start event and actions. Use Salesforce actions to create, retrieve, update, delete, query records and to attach and retrieve files from records in Salesforce.

Receive method: Polling Periodic checkin method to pass information about an event between Nintex Workflow Cloud and the indicated service. The current interval is five minutes. For example, the start event Salesforce - Update record (for account) checks Salesforce for account updates every five minutes. Only the most recent update at the time of polling is captured. NOTE: API usage may be limited by the connector service and current account type. Contact the service to determine API usage limitations.

Create a Salesforce connection

You can create connections from the Automate or Designer page.

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

Important: 

  • Salesforce allows each connected app five unique approvals per user. After five connections are created for the same Salesforce user, the first connection is revoked. For more information, see Salesforce help.

  • The access policies configured in Salesforce define for how long a refresh token is valid. Nintex recommends changing the Refresh Token Policy in your Salesforce connection to Refresh token is valid until revoked or Expire refresh token if not used for and set the number of days. For more information, see Salesforce help.

  1. On the top navigation bar, click Automate, and then select Connections from the left navigation.

  2. On the Connections page, click Add new.

  3. In the Add a new connection section, fill in the fields as follows.

    In this field

    Select or enter the following
    Connector Salesforce Sales Cloud
    Connection A user-friendly name for your new connection

    Endpoint Address

    For a custom domain (sandbox or development), enter the URL; for others, use the default value of https://login.salesforce.com

  4. Click Connect.

  5. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

    Your new connection appears on the Connections page.

    • On the top navigation bar, click Automate > Workflows, and then select the required workflow.

      • (Or)

    • On the top navigation bar, click Automate > Create workflow.
  2. Click the action you want to add the connection to (or open the Start event configuration panel).

  3. Find the Connection field.

    If you don't see this field, or it's not available, then you may need to select a connector first.

  4. In the drop-down list for Connection, select Add new connection.

  5. In the Connection window, fill in the fields as follows.

    In this field

    Select or enter the following
    Connection name A user-friendly name for your new connection

    Endpoint Address

    For a custom domain (sandbox or development), enter the URL; for others, use the default value of https://login.salesforce.com

  6. Click Connect.

  7. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

    Your new connection appears in the Connection field of your action or start event.

Create a Salesforce data source

Use the Salesforce data source to create a drop-down list of Salesforce issue types, priorities, projects, and users.

Example: To allow users to select a specific Account or Customer in a form, add a drop-down list of records to the form using a Data lookup control. The Data lookup control uses a Salesforce – Query records data source to list the records for a specific Salesforce object type.

You can create a data source for the following:

  • For Query records, list all records for a specific Salesforce object type. You can add conditions to limit the returned query results.

    • For Object name, select the object type from the drop-down.

    • Enter the maximum number of records to return.

    • For Fields, select one or more fields to be used in the form configuration.

    • Conditions are optional. You can configure this field later when used with the Data lookup control.

    • For Sorting, select the field and order that the records are to be returned.

    • For Sort nulls to last, select if records with null values for the Sort by attribute to the end of the sorted results.

Each data source is configured for a specific user. You can create as many data sources as you need.

To add a Salesforce drop-down list to your form:

  1. Create your Salesforce data source.

    2. See Data sources.

  2. Add a data lookup form control to your form and configure it to use your new data source.

Assign data source permissions

Permissions enable you to manage access for other users to use, edit, and delete data sources.

  Use

Edit

 Delete

Assign
permissions

Connection owners

 ✔ ✔ ✔ ✔

Data source editors

 ✔ ✔ ✔ ✘
Data source users ✔ ✘ ✘ ✘

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign data source permissions from the Data sources page:

  1. On the Data sources page, click for the required data source.
  2. From the menu, select Permissions.

    3. The corresponding data source permissions window is displayed.

  3. To assign permissions:
    • In the Data source editors field, type the name of the user, and select from the list.
    • In the Data source users field, type the name of the user, and select from the list.
  1. Click Save Permissions.

Salesforce data source fields

When you create a Salesforce data source, you can configure some additional fields to specify which companies, contacts, deals, deal pipelines, or owners the data source should retrieve.

Section

Field or selection

Description
Add new data source Operation

Displays the operations available for the selected Connector. Salesforce - Query records:

  • Connection: Lists the available Salesforce connections.

  • Object name: The object type of the records you want to query. Accepts a selection from the drop-down list. Options in the drop-down list are derived from the selected Salesforce connection.

  • Maximum number of records to return: Highest number of records to be returned from the queried object.

  • Fields: The list of fields that you want to fetch from the selected Salesforce object.

  • Conditions: Conditional statement(s) to use for the query.

  • Add condition: Click to add a condition.

  • When: Field from the selected Salesforce object. Accepts a selection from the drop-down list.

  • Operator: Comparison between When and Value fields. Accepts a selection from the drop-down list. Selections in the drop-down list correspond to the data type of the entry for When.

  • Value: The expected value in the Field specified for When.

  • Summary: Description of the condition.

  • Click Edit to edit a condition.

  • Click Delete to delete a condition.

  • Sort by: Attribute to use for sorting. Accepts a selection from the drop-down list. Options in the drop-down list are derived from the selected Salesforce connection.

  • Direction: Option to sort in Ascending or Descending direction.

  • Sort nulls to last: Positions records with null (empty) values for the Sort by attribute to the end of the sorted results.