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Overview
Use You can use this account type to access the following Snaps in the Salesforce Snap Pack:
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Troubleshooting
None.
Account Settings
Field Name |
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Field Type | Description |
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Label* | String |
Specify the name for the account instance. |
Default Value: None] | |
Access token* | String |
Specify the access token for Salesforce.com. Default Value: N/A | |
Instance URL* | String |
Specify the instance URL to be used to access Salesforce.com. Default Value: N/A |
Using a Dynamic Token in a Dynamic Account
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Note |
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Salesforce Pipeline
For this pipeline, define two Pipeline parameters:
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The necessary Salesforce Dynamic Account will be created later, so bypass that for now.
Triggered Task
Create a triggered task for the Salesforce Pipeline. Supply the instance_url and access_token values received from the grant_type POST to the Pipeline parameters.
REST Get Pipeline
Create a REST Get pipeline that calls the Salesforce triggered task with the query parameters such as:
Salesforce Dynamic Account
Back in the Salesforce pipelinePipeline, create a Salesforce Dynamic Account within the Salesforce Snap used.
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The Snap reads records from the Account object, and retrieves values for the 10 output fields (Output field limit) starting from the 3rd field (Outputfield offset). Additionally, we are passing the values dynamically with the expressions enabled. The pipeline parameters to be passed dynamically are set for the Access token and the Instance URL fields.
- The Salesforce Read pipelinePipeline.
The Key and Value parameters are assigned using the Edit Pipeline property on the designer.
For this pipeline, define the two pipeline parameters:- accessToken
- instance
- The Salesforce Read Snap reads the records from the object, Account, to the extent of 10 records starting from the 3rd record (by defining the properties- Output field limit and Output field offset with the values 10 and 3 respectively).
Create a dynamic account and toggle (enable) the expressions for Access Token and Instance URL properties in order to pass the values dynamically.
Set Access token to _accessToken and Instance URL to _instance_url. Note that the values are to be passed manually and are not suggestible.- Successful execution of the pipeline Pipeline displays the below output view: