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--- salesforce [2021/05/13 07:11]
windsor_ai
+++ salesforce [2021/06/17 11:59] (current)
windsor_ai
@@ Line 1: / Line 1: @@
 ====== 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:
@@ Line 16: / Line 16: @@
 <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 ===
+===== 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: <code> date_preset=last_7d</code>
+==== How to work with dates in the Salesforce connector? ====
-  * **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>
+  * **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>
-  * **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.
+  * **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>
-=== Working with custom fields ===
+  * **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.
+==== 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.
@@ Line 32: / Line 34: @@
 {{ :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 "__c" or "__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.
@@ Line 57: / Line 59: @@
 and the response would look similar to this:
-<code>
+<code>"data": [
-"data": [
     {
         "[account]default_email__c": null,
@@ Line 70: / Line 71: @@
         "[sales_order__c]total_invoice_price__c": null
     },
-    ...
+    ...</code>
- </code>

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