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Salesforce

Salesforce
Handlers and sources for interacting with Salesforce.
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Handlers
  • Creates a Salesforce Account record with the given parameters and returns the Account Id of the created Account record.
  • Retrieves a Salesforce Account record with the given Account Id.
  • Uploads file attachment information for Kinetic Request CE form attachment to Salesforce.
  • Creates a Salesforce Case record with the given parameters and returns the Case Id of the created record. The parameters are mapped directly to their respective fields.
  • Creates a Salesforce Contact record with the given parameters and returns the Contact Id of the created Contact record. The parameters are mapped directly to their respective fields.
  • Retrieves a Salesforce Contact record with the given Contact Id.
  • Updates a Salesforce Contact record with the given parameters and returns the Contact Id of the updated Contact record. The parameters are mapped directly to their respective fields.
  • Updates a Salesforce Contact record with the given parameters and returns the Contact Id of the updated Contact record. The parameters are mapped directly to their respective fields.
  • Description Retrieves a Salesforce Opportunity record with the given parameters.
  • Updates a Salesforce Opportunity record with the given parameters. The parameters are mapped directly to their respective fields.
  • This handler adds a new task (ie. logging a call) to Salesforce.
  • Disables a user account in Salesforce.
Sources
  • Salesforce allows the creation of custom work flow rules. One workflow action type is the outbound message. We can use these outbound messages to call the Kinetic Task API to run Task Trees.