Salesforce

Salesforce is a customer relationship management (CRM) suite that offers applications with a focus on sales and support. In the context of Nintex Automation Cloud, Salesforce is a 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.. For information on actions and start events available with Salesforce, see Connectors. For more information on Salesforce, see the company website.

Use Salesforce actions to create, retrieve, update, delete, and query records and to attach and retrieve files from records in Salesforce.

The Salesforce connections Credentials and other settings required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store. you use with Nintex Automation Cloud must be associated to Salesforce organizations with API access. See the Salesforce editions with API Access knowledge article for more information.

Receive method: Polling Periodic checkin method to pass information about an event between Nintex Automation 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

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.

  • The Salesforce user used by the connection needs to have object and field-level security configured in their Salesforce profile so that they have permission to execute Salesforce actions. For example, to use the Salesforce - Delete a record action, the integration user for the Salesforce connection will need delete permission in Salesforce. If you do not want to grant your Salesforce user read, create, and edit rights, you can configure another Salesforce user to serve as an integration user who does have these rights. Salesforce permissions are always enforced.

Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.

In the Add a new connection section, complete 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.

Create a Salesforce data source

Use the Salesforce data source to create a drop-down list of Salesforce issue types, priorities, projects, and users. Each data source is configured for a specific account. You can create as many data sources as you need. For more information on creating a data source and assigning permissions to it, see Data sources.

For 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.

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.

To access the data source fields, in the Add data source section, select the Connector and the Operation.

The following operations are available for the Salesforce connector:

  • Salesforce - Query records

Operation

Field or selection

Description

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

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.