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 A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. and is used to create connections for Salesforce actions. 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.

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 lookup

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

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 A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup form control uses a Salesforce – Query records data lookup to list the records for a specific Salesforce object type.

You can create a data lookup 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 form 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 lookup fields

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

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

The following operation is 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  to edit a condition. Click  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.