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This function is one of Plugins Operation.You can find the movie in ARGOS RPA+ video tutorial.



Simple SFDC

Author: Irene Cho

This plugin can manipulate the data in salesforce items.

Primary Features

  • You can create, update, delete the data in salesforce items and select or search specific values.



Need help?

Technical contact to tech@argos-labs.com


May you search all operations,


Prerequisite

Salesforce development account.


Content

  1. Create salesforce account (https://developer.salesforce.com/signup).
  2. Simple-SFDC plugin Items and features.
  3. Simple-SFDC plugin operations and examples.
  4. Examples of JSON Format.
  5. Plugin Samples.
  6. Example of create operation.




1. Create salesforce account (https://developer.salesforce.com/signup).

1) Fill out the Signup form.


2) Click your username and select 'My Developer Account'.


3) Select 'Settings' at the top navigation bar.


4)  Get your security token.



2. Simple-SFDC plugin Items and features.

Items

Required fields

Features

Account

Name

Include a current or potential client, a business partner, or a competitor.

Asset

AccountId (from Account), ContactId (from Contact)

Record the specific products customers have purchased.

Campaign

Name

Manage outbound marketing campaigns with direct mail programs, seminars, print ads, email, and other kinds of marketing collateral.

Case

Status (ex.’activated’)

Customer’s question, feedback, or issue.

Contact

Lastname

Store information about the people you do business with.

Group

Name

Consists of a set of users.

Individual

Lastname

Retrieve a customer’s data privacy and protection preference.

Lead

Lastname, Company

Represent people who are interested in your product and service.

Opportunity

StageName, CloseDate(ex.‘2020-01-01’),Name

Track  the details about deals, including which accounts they’re for, who the players are, and the amount of potential sales.


3. Simple-SFDC plugin operations and examples.

Operations

Required Parameter

Example

Output

Notes

Create

Single data

or

Json File

Lastname=Lopez

Firstname=Jennifer

or

‘simple.json’

Data Id

The data Id can be used for ‘update’ and ‘delete’ operation.

Update

Single data, Data Id

or

Json File

Single data : Lastname=Lopez

Data Id: 0035w0000342D4cAAE

or

‘simple.json’


The data Id can be obtained from ‘search’ operation.

Delete

Data Id

0035w0000342D4cAAE



Select Query

Select fields

Email

Name

CSV File


Search

Search value

John

CSV File



4.  Examples of JSON Format.



5. Plugin Examples.




6. Example of create operation.