Salesforce (Action Flow)
The Salesforce modules allow you to create broadcast messages, create and modify records and jobs, and make API calls from your Salesforce account.
Getting Started with Salesforce
Prerequisites
A Salesforce account
In order to use Salesforce with Celonis platform, you must first have a Salesforce account. If you do not have one, you can create one at salesforce.com.
Connect Salesforce to Celonis platform
Note: Not all editions of Salesforce have API access. See here for more information.
To connect Salesforce app:
Log in to your Celonis platform account, add a Salesforce module to your Action Flow, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Select whether you are using a Salesforce Sandbox environment and click Save.
Optional: Click Show advanced settings and enter your custom app client credentials.
You have successfully established the connection. You can now edit your Action Flow and add more Salesforce modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.
Record
Triggers when a record is created or updated in an object.
Triggers when a field has changed in an object.
Searches for records in an object using a Salesforce Object Search Language (SOSL) query.
Lists or searches for records in an object using a filter or a Salesforce Object Query Language (SOQL) query.
Gets a specified record in an object.
Creates a new record in an object.
Updates an existing record in an object.
Upserts a record.
Deletes a record.
Bulk Job
Triggers when a bulk data job is created.
Retrieves all bulk data jobs in the organization.
Creates a new bulk data job.
Completes or aborts a job.
Note
If you complete a job, Salesforce queues the job, uploads data for processing, and you can’t add any more job data. If you abort a job, the job does not get queued or processed.
Other
Performs an arbitrary authorized API call.
For the list of available endpoints, refer to the ResponseSuite API documentation.
Posts a message to a chatter feed.
Downloads an attachment or a document.