Simple SFDC
Content
- Simple SFDC-2.504.730#tip1https://developer.salesforce.com/signup).
- Simple SFDC-2.504.730#tip2
- Simple SFDC-2.504.730#tip3
- Simple SFDC-2.504.730#tip4
- Simple SFDC-2.504.730#tip5
- Simple SFDC-2.504.730#tip
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)Â Get your security token.
2. Simple-SFDC plugin Items and features.
Items | Required fields | Features |
---|---|---|
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. |
3. Simple-SFDC plugin operations and examples.
Operations | Required Parameter | Example | Output | Notes |
---|---|---|---|---|
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 |
4.  Examples of JSON Format.
5. Plugin Examples.
6. Example of create operation.
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- ABBYY Status
- ABBYY Upload
- AD LDAP
- Adv Send Email
- API Requests
- ARGOS API
- Arithmetic Op
- ASCII Converter
- Attach Image
- AWS S3
- AWS Textra Rekog
- Base64
- Basic Numerical Operations
- Basic String Manipulation
- Bot Collabo
- Box
- Box II
- Chatwork GetMessage
- Chatwork Notification
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- Clipboard
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- Convert Image II
- Create Newfile
- CSV2XLSX
- Data Plot I
- DeepL Free
- Detect CharSet
- Dialog Calendar
- Dialog Error
- Dialog File Selection
- Dialog Forms
- Dialog Info
- Dialog Password
- Dialog Question
- Dialog Text Entry
- Dialog Text Info
- Dialog Warning
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- DocDigitizer Tracking
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- Excel Style
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- File Downloader
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- File Folder Op
- File Status
- Fixed Form Processing
- Floating Form Processing
- Folder Monitor
- Folder Status
- Folder Structure
- FTP Server
- Git HTML Extract
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- Google Drive
- Google Search API
- Google Sheets
- Google Token
- Google Translate
- Google TTS
- GraphQL API
- Html Extract
- HTML Table
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- JP Holiday
- JSON Select
- JSON to from CSV
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- OpenAI API
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- pandas II
- pandas III
- PANDAS profiling
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- Path Manipulation
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- PDF2Table
- PDF2TXT
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- Screen Snipping
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- Speed Test
- SQL
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- String Manipulation
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- Sys Info
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- Tesseract
- Text2PDF
- Text2Word
- Text Read
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- Time Diff
- Time Stamp
- Web Extract
- Windows Op
- Windows Screen Lock
- Win UI Control
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- Word2PDF
- Word2TXT
- Word Editor
- Work Calendar
- XML Extract
- XML Manipulation
- Xtracta Get Doc
- Xtracta Tracking
- Xtracta Upload
- YouTube Operation
- ZipUnzip