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salesforce [2021/05/13 07:09]
windsor_ai
salesforce [2021/06/11 04:53]
windsor_ai
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 Sample query: Sample query:
-<code> https://connectors.windsor.ai/salesforce?api_key=[your API key]&date_preset=last_7d&fields=contact_firstname,contact_lastname,contact_email,contact_phone&_renderer=csv </code>+<code> https://connectors.windsor.ai/salesforce?api_key=(your API key)&date_preset=last_7d&fields=contact_firstname,contact_lastname,contact_email,contact_phone&_renderer=csv </code>
  
 === Date range === === Date range ===
  
-  * **Relative** \\ Filter for a relative date range in which the objects requested were last modified at (e.g. Contact Last Modified Date for any field related to Contacts). \\ Example: <code> date_preset=last_7d</code>+  * **Relative** \\ Filter for a relative date range in which the objects requested were last modified at (e.g. Contact Last Modified Date for any field related to Contacts). \\ Example: <code> &date_preset=last_7d</code>
  
-  * **Absolute** \\ Filter for an absolute date range in which the objects requested were last modified at (e.g. Contact Last Modified Date for any field related to Contacts). \\ Example <code>date_from=2021-01-01&date_to=2021-03-31</code>+  * **Absolute** \\ Filter for an absolute date range in which the objects requested were last modified at (e.g. Contact Last Modified Date for any field related to Contacts). \\ Example <code>&date_from=2021-01-01&date_to=2021-03-31</code>
  
-  * **Not specified** \\ If neither absolute or relative date ranges are specified data from the requested objects last modified in the last 3days (e.g. Contact Last Modified Date for any field related to Contacts) will be returned.+  * **Not specified** \\ If neither absolute or relative date ranges are specified from the requested objects last modified in the last 3days (e.g. Contact Last Modified Date for any field related to Contacts) will be returned.
  
 === Working with custom fields === === Working with custom fields ===
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 {{ :salesforce_custom_fields_api_name.png?nolink&200 |}} {{ :salesforce_custom_fields_api_name.png?nolink&200 |}}
  
-Custom fields can be identified easily as they either end with __c or __pc. The same rule applies for custom objects.+Custom fields can be identified easily as they either end with "__cor "__pc". The same rule applies for custom objects.
  
 To build a query this way you specify the object name with square brackets followed by the field name. To build a query this way you specify the object name with square brackets followed by the field name.
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 The complete API URLs will look like this The complete API URLs will look like this
  
-<code> https://connectors.windsor.ai/salesforce?fields=[Sales_Order__c]TOTAL_Invoice_Price__c,[Sales_Order__c]Opportunity__c,[Sales_Order__c]Account__c,[Account]Id,[Account]Mobile_Preferred__pc,[Account]Default_Email__c,[Opportunity]Id,[Opportunity]CampaignId,[Opportunity]AccountId&date_from=2021-03-01&date_to=2021-03-05&api_key=(your API key goes here) </code>+<code> https://connectors.windsor.ai/salesforce?fields=[Sales_Order__c]TOTAL_Invoice_Price__c,[Sales_Order__c]Opportunity__c,[Sales_Order__c]Account__c,[Account]Id,[Account]Mobile_Preferred__pc,[Account]Default_Email__c,[Opportunity]Id,[Opportunity]CampaignId,[Opportunity]AccountId&date_from=2021-03-01&date_to=2021-03-05&api_key=(your API key) </code>
  
  
 and the response would look similar to this: and the response would look similar to this:
  
-<code>  +<code>"data": [
-"data": [+
     {     {
         "[account]default_email__c": null,         "[account]default_email__c": null,
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         "[sales_order__c]total_invoice_price__c": null         "[sales_order__c]total_invoice_price__c": null
     },     },
-    ... +    ...</code>
- </code>+
salesforce.txt · Last modified: 2021/06/17 11:59 by windsor_ai