Salesforce

Salesforce - Configuration (Magic xpi 3.x)

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Created ByKnowledge Migration User
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Salesforce - Configuration (Magic xpi 3.x)

When you drag the Salesforce connector into a flow, Magic xpi opens the Component Properties dialog box for the component. Enter the relevant information in the Component Properties dialog box and click Configuration to configure the Salesforce connector in the Salesforce Configuration dialog box.

Note:

Before you use the Salesforce connector, you should first define a Salesforce resource in the Resource Repository.

The Salesforce connector supports the following interfaces:

This component can also be placed in the Trigger Area and used as a Trigger.

Note:

  • To support the Salesforce Sandbox testing environment, which requires a separate endpoint URL, you can set the Salesforce component login URL using the %SalesforceEndpoint% logical name.

  • Click here to learn how to use dateTime fields when working with the Salesforce connector (opens in a new window).

  • Click here to learn how to query objects with comparisonOperator values when working with the Salesforce connector (opens in a new window).

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