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Available only in PAM version R24.01010201 (Python 3.7) and earlier versions. |
| Simple SFDC |
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Author: Irene Cho This plugin can manipulate the data in salesforce items. Primary Features You can create, update, delete the data in salesforce items and select or search specific values. Prerequisite Salesforce development account. |
Content
- Create salesforce account (https://developer.salesforce.com/signup).
- Simple-SFDC plugin Items and features.
- Simple-SFDC plugin operations and examples.
- Examples of JSON Format.
- Plugin Samples.
- Example of create operation.
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1. Create salesforce account (https://developer.salesforce.com/signup).
1) Fill out the Signup form.
2) Click your username and select 'My Developer Account'.
3) Select 'Settings' at the top navigation bar.
4) Get your security token.
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2. Simple-SFDC plugin Items and features.
Items | Required fields | Features |
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Account | Name | Include a current or potential client, a business partner, or a competitor. |
Asset | AccountId (from Account), ContactId (from Contact) | Record the specific products customers have purchased. |
Campaign | Name | Manage outbound marketing campaigns with direct mail programs, seminars, print ads, email, and other kinds of marketing collateral. |
Case | Status (ex.’activated’) | Customer’s question, feedback, or issue. |
Contact | Lastname | Store information about the people you do business with. |
Group | Name | Consists of a set of users. |
Individual | Lastname | Retrieve a customer’s data privacy and protection preference. |
Lead | Lastname, Company | Represent people who are interested in your product and service. |
Opportunity | StageName, CloseDate(ex.‘2020-01-01’),Name | Track the details about deals, including which accounts they’re for, who the players are, and the amount of potential sales. |
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3. Simple-SFDC plugin operations and examples.
Operations | Required Parameter | Example | Output | Notes |
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Create | Single data or Json File | Lastname=Lopez Firstname=Jennifer or ‘simple.json’ | Data Id | The data Id can be used for ‘update’ and ‘delete’ operation. |
Update | Single data, Data Id or Json File | Single data : Lastname=Lopez Data Id: 0035w0000342D4cAAE or ‘simple.json’ | The data Id can be obtained from ‘search’ operation. | |
Delete | Data Id | 0035w0000342D4cAAE | ||
Select Query | Select fields | Name | CSV File | |
Search | Search value | John | CSV File |
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4. Examples of JSON Format.
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5. Plugin Examples.
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6. Example of create operation.
