Salesforce
Salesforce is a comprehensive platform offering cloud-based CRM solutions that facilitate sales, customer service, and marketing processes. It enables organizations to manage customer interactions, streamline operations, and leverage analytics for improved decision-making, all within a customizable and scalable environment.
ZBrain and Salesforce integration unlocks these comprehensive capabilities:
Run Query (Advanced)
Run a salesforce query
Create Object (Advanced)
Create new object
Update Object (Advanced)
Update object by Id
Batch Upsert (Advanced)
Batch upsert a record by external id
Bulk Upsert (Advanced)
Bulk upsert a record by external id
Custom API Call
Make a custom API call to a specific endpoint
How to Connect Salesforce to ZBrain Flow?
To integrate Salesforce with ZBrain Flow, follow these steps to select and utilize the desired capabilities:
Search for the Salesforce Component: Search the Salesforce component within the ZBrain interface.
Select the Required Capability: Select the required element based on your need.
Additional Settings to Create Salesforce Connection
Connection Name: Name your connection, typically "Salesforce."
Environment: Select the environment type, like Production or Development.
Authenticate: Connect to your Salesforce account to authenticate and enable the integration.
Save: Save connection.
Additional Settings to Run Query (Advanced)
Connection: Select your pre-established Salesforce connection.
Query: Input your specific query to execute advanced data retrievals or operations within Salesforce's database.
Additional Settings to Create Object (Advanced)
Connection: Select the Salesforce connection to authenticate the session for data insertion.
Object: Choose the Salesforce object where the new data will be created (e.g., Lead, Opportunity).
Data: Provide the JSON formatted data for the new object being created in Salesforce.
Additional Settings to Update Object (Advanced)
Connection: Choose the Salesforce connection for accessing and modifying data.
Object: Select the Salesforce object type that contains the record to be updated (e.g., Case, Account).
Id: Input the unique identifier (ID) of the record you wish to update.
Data: Enter the JSON formatted data with the fields and values that need to be updated.
Additional Settings to Batch Upsert (Advanced)
Connection: Select your Salesforce connection to authenticate and establish a link for data operations.
Object: Choose the specific Salesforce object (e.g., Account, Contact) you want to modify or add records to.
External Field: Specify the field that Salesforce will use to determine if a record exists (typically a unique identifier or external ID).
Records: Enter the data for new or existing records in JSON format to be upserted into the specified Salesforce object.
Additional Settings to Bulk Upsert (Advanced)
Connection: Choose the Salesforce connection to authenticate and enable data integration.
Object: Select the Salesforce object type to be targeted for the upsert operation (e.g., Contact, Account).
External Field: Specify the field in Salesforce that acts as an external identifier for the upsert operation.
Records: Upload a CSV file containing the records to be inserted or updated based on the external field identifier.
Additional Settings for Custom API Call
Connection: Choose the Salesforce connection that will authenticate and facilitate the API call.
Method: Select the HTTP method (GET, POST, PUT, DELETE, etc.) to be used for the API request.
Headers: Define custom headers for the API request, such as content type or authentication tokens.
Query Parameters: Add parameters to refine the API request, such as filters or specific fields to retrieve.
Body: Input the payload for the API call, typically used with POST or PUT methods to send data.
No Error on Failure: Check this box if you want the process to continue even if the API call fails.
Timeout: Specify the duration in seconds before the API call times out.
Last updated