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Salesforce BizApp


Premium BizApp

This OneCloud Salesforce BizApp provides the functionality to interact with the data inside Salesforce, including loading, extracting and deleting data via SOQL and bulk operations. There are also functions for creating and managing Salesforce objects and updating and creating records.

Connection Setup

OneCloud connects to Salesforce via the REST API. The OneCloud Salesforce BizApp is compatible with all versions of Salesforce’s Sales Cloud (Salesforce Essentials, Lightning Professional, Lightning Enterprise, and Lightning unlimited).

To automate functionality within your Salesforce environment from OneCloud, you’ll need to navigate to the connection manager to create a connection.

From here, choose Salesforce from the service drop-down, select the appropriate Runner, and use the Salesforce Connection Parameters to complete the setup.  Salesforce Connections support Basic Authentication or OAuth 2.0 Authentication.  Both are described below but only one authentication type can be selected. 

Basic Authentication

Security Token

Note the when you change the password to your Salesforce account, your security token will change and you will need to update your Security Token in the OneCloud connection manager.

Connection Example

The following is an example of a working connection. Please substitute your own values.

OAuth 2.0

To use OAuth 2.0, Create a New Connected App in Salesforce.  You can search for the App Manager from the Quick Find search box or navigate Platform Tools --> Apps --> App Manager.  Open the App Manager and Click New Connected App.  Additional information about these steps can be found here

Complete the required Basic information for the New Connected App, Connected App Name, API Name, and Contact Email.

Continue to the API section of the New Connected App form.  Check the Enable OAuth Settings checkbox.  In the Callback URL field, enter the following address: https://app.onecloud.io/oauth/callback.  The Perform Requests on your behalf at any time (refresh_token, offline_access) must be added to the list along with at least one other OAth scope of Selected OAuth Scopes.  Additional scopes may be added as required to support the functional integration requirements. The remaining fields can be left with their default settings.  Click the Save button and when prompted regarding the time to refresh, click Continue.  Additional information about these steps can be found here.

After waiting the required time noted by Salesforce, return to OneCloud Connections and add a new Salesforce Connection.

Select OAuth2 from the Authentication Type drop-down in the Basic Info section of the Connection.

In the Properties section of the OneCloud Connection, enter the Salesforce Instance or Custom Domain, but not both. 

Copy the Consumer Key and Consumer Secret from the Salesforce app and paste into OneCloud Client ID and Client Secret fields of the OAuth section, respectively.  Enter refresh_token in the Scope parameter field and then click Connect.

Salesforce Connected App

OneCloud Salesforce Connection

A pop-up window will open to confirm allowing access to the Salesforce App created.  Click Allow.

If there is an error in the pop-up when opening, you may need to wait a bit longer for the application to fully register within Salesforce.  Click Stop on the Connection and try again after a few minutes.

Once the connection to Salesforce completes successfully, the OAuth section will include a Refresh Token and Access token field which is automatically populated by the Connect action.  There will also be an Authorized bubble indicating the date and time the OAuth Connection was successfully authorized. 

Permissions

In order for the OneCloud Salesforce connection to work properly, you will need to grant the selected user the proper permissions. The API Enabled permission is an absolute requirement, but from here, your Salesforce administrator may decide which objects can be accessed. Navigate to Administer --> Manage Users --> Profiles, select the relevant profile(s), and ensure that this permission is enabled.

At a minimum, objects must have "read" permission enabled in order for the OneCloud BizApp to perform the appropriate functions, and you may add more permissions at your discretion. For example, if you wanted to make bulk changes to Salesforce objects of a certain type, that object must have the "update" permission enabled. See below for an example of standard object permissions, and note that this also applies to any custom objects.

Considerations

SOQL Queries

One of the easiest ways to extract data from Salesforce is by using SOQL. The syntax is very similar to SQL, and users can create a SOQL query in OneCloud to extract the results into a CSV.

OneCloud's SOQL Query command can extract large volumes of data, and it can be used to return data sets of 1 million or more records at a time. If a command fails because the SOQL query is incorrect or references objects that do not exist, OneCloud will notify users via the command's outputs.

Bulk Jobs

Users can take advantage of Bulk Jobs to insert, update, upsert, or delete records. Bulk jobs take a CSV as an input and will return information on how many records were processed correctly.

If all records were processed correctly, the command will have completed successfully. Upon any records failing, OneCloud will return a CSV listing the row numbers of the failed records, along with the reason for the failure. Users can take advantage of OneCloud's branching logic to perform actions when the job fails, or simply upload the failures to Google Drive to be examined later.

Lastly, bulk jobs can be performed synchronously or asynchronously. When checking the "Wait for completion" checkbox, OneCloud will poll Salesforce and only move onto the next command once all records have been processed. In cases where you may not need the result of the job to perform the next action in your chain, users can leave "Wait for completion" blank. This will allow OneCloud to trigger the bulk job and immediately move onto the next action in the chain.


What's Next?

For documentation on all available commands, see the Salesforce command reference.

B
Brian is the author of this solution article.

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