Salesforce

This plugin will periodically query the Salesforce API for new and updated information. It will start a query with a filter based on the "modified on" date.

To connect the following information is necessary:

• ClientId
• ClientSecretKey
• UserName
• Password

Query

Specify a query to fetch information. See the salesforce documentation (opens new window).

To test queries use the Salesforce Workbench (opens new window)

ObjectType
Specify the object that should be returned, for example: Lead, Case, Account

Fields
Specify comma separated the required field from Salesforce, use FIELDS(STANDARD) to return the default fields. In Test mode this setting can be configured with FIELDS(ALL), but due to Salesforce limitation this can't be used in normal mode.

Where
Specify the where statement for the query, for example:
IsDeleted = false AND IsClosed = false

The plugin will modify the query and append the following:

AND LastModifiedDate > 2021-06-01T14:00:00Z

The datetime is the LastRunDateTime fetched from ./Config/Salesforce/*.json)

Sample queries:

SELECT Name, StageName, CloseDate, Amount, Owner.Name, Owner.Username FROM Opportunity 
WHERE (StageName = 'Closed Won' AND CloseDate = THIS_MONTH) AND OwnerId IN (select Id from user where UserRoleId = '00E0B000000zEGn')

SELECT FIELDS(ALL),Account.Name FROM Opportunity

Test

If the setting Test is enabled, the fetched information from salesforce and the result client matter json is stored in the ./Monitor/Test directory. The LastRunDateTime is not updated!
Use this mode to check the information returned from Salesforce and the result mapping.

Mapping

Specify the fieldname from Salesforce and the target (internal) SharepointName. Use the dot syntax to specify a nested value, for example attributes.type will return Case

{
 "attributes": {
  "type": "Case",
  "url": "/services/data/v52.0/sobjects/Case/5001T00001SJKqdQAH"
 },
 "Id": "5001T00001SJKqdQAH",
 "IsDeleted": false,
 "MasterRecordId": null,
}