Content
- Create salesforce account (https://developer.salesforce.com/signup).
- Simple-SFDC plugin Items and features.
- Simple-SFDC plugin operations and examples.
- Examples of JSON Format.
- Plugin Samples.
- 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'.
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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 | Name | CSV File | |
Search | Search value | John | CSV File |
4. Examples of JSON Format.
5. Plugin Examples.
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6. Example of create operation.
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