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Overview

Provide an overview of the account type.

Use this account type to access the following Snaps in the Salesforce Snap Pack:

• Salesforce Attachment Download
• Salesforce Batch Create
• Salesforce Create
• Salesforce Delete
• Salesforce Lookup
• Salesforce Poller
• Salesforce Read
• Salesforce SOQL
• Salesforce SOSL
• Salesforce Update
• Salesforce Upsert
• Salesforce Subscriber
• Salesforce Publisher
• Salesforce Wave Analytics

Prerequisites

Provide all prerequisites for configuring the account type

None.

Limitations

List all account-based limitations as bullets. Use "None." if there are no prerequisites.

None.

Troubleshooting

None.

List, as bullet points, all account-level error messages encountered by the user and link each to the corresponding troubleshooting article in the Troubleshooting page.  Use "None." if there are no prerequisites.

Account Settings

Include a screenshot of the fully configured account. Do this for each account type. 

Using a Dynamic Token in a Dynamic Account

To use a Dynamic Token from Salesforce with a dynamic account, you will need:

• A Pipeline to perform the desired Salesforce actions.
• A triggered task to call that pipeline.
• A REST Get Pipeline to query for the token information.
• A Salesforce Dynamic Account with values supplied by Pipeline parameters. You must use Pipeline parameters since accounts get initialized before Snaps.

Salesforce Pipeline

For this pipeline, define two Pipeline parameters:

• accessToken
• instanceURL

You will supply values for them in the triggered task.

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 pipeline, create a Salesforce Dynamic Account within the Salesforce Snap used.

Set the expression toggle on for both Access token and Instance URL.

Set Access token to _accessToken and Instance URL to _instanceURL.

Example

Salesforce Snap Reading the Bulk Records with the Dynamic Account Enabled

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. 

1. The Salesforce Read pipeline.
   
   
   

2. 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

   
   
   

3. 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).
   
   
   

4. 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. 
   
   
   

5. Successful execution of the pipeline displays the below output view: