This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
salesforce [2021/04/29 04:29] windsor_ai |
salesforce [2021/06/17 11:59] (current) windsor_ai |
||
---|---|---|---|
Line 1: | Line 1: | ||
====== Salesforce ====== | ====== Salesforce ====== | ||
- | === Working with the Salesforce connector | + | ===== General Overview ===== |
The Salesforce CRM connector lets you pull Salesforce data on an object level. The currently supported objects are: | The Salesforce CRM connector lets you pull Salesforce data on an object level. The currently supported objects are: | ||
Line 14: | Line 14: | ||
Sample query: | Sample query: | ||
- | < | + | < |
- | === Date range === | + | ===== Frequently asked questions ===== |
- | * **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: < | + | ==== How to work with dates in the Salesforce connector? ==== |
- | * **Absolute** \\ Filter for an absolute | + | * **Relative** \\ Filter for a relative |
- | * **Not specified** \\ If neither absolute or relative date ranges are specified | + | |
+ | |||
+ | | ||
+ | |||
+ | ==== How to work with custom fields and custom objects? ==== | ||
+ | |||
+ | In case your Salesforce instance has custom fields and custom objects you can also query them. The syntax is slightly different. First of all you would need to identify the ***API Name*** of the custom field. You can do so by navigating to Setup -> Customize -> Under any Standard Object -> Fields. | ||
+ | |||
+ | You can then find the API name | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Custom fields can be identified easily as they either end with " | ||
+ | |||
+ | To build a query this way you specify the object name with square brackets followed by the field name. | ||
+ | |||
+ | Example: | ||
+ | |||
+ | |||
+ | < | ||
+ | |||
+ | |||
+ | Will retrieve the custom field External Display Name from the standard **Campaign object**. | ||
+ | |||
+ | < | ||
+ | [Sales_Order__c]TOTAL_Invoice_Price__c | ||
+ | </ | ||
+ | |||
+ | Will retrieve the custom field **TOTAL Invoice Price** from the custom **Sales Order Object**. | ||
+ | |||
+ | The complete API URLs will look like this | ||
+ | |||
+ | < | ||
+ | |||
+ | |||
+ | and the response would look similar to this: | ||
+ | |||
+ | < | ||
+ | { | ||
+ | " | ||
+ | " | ||
+ | " | ||
+ | " | ||
+ | " | ||
+ | " | ||
+ | " | ||
+ | " | ||
+ | " | ||
+ | }, | ||
+ | ...</ |