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:

  1. Search for the Salesforce Component: Search the Salesforce component within the ZBrain interface.

  2. 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)

  1. Connection: Choose the Salesforce connection to authenticate and enable data integration.

  2. Object: Select the Salesforce object type to be targeted for the upsert operation (e.g., Contact, Account).

  3. External Field: Specify the field in Salesforce that acts as an external identifier for the upsert operation.

  4. 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

  1. Connection: Choose the Salesforce connection that will authenticate and facilitate the API call.

  2. Method: Select the HTTP method (GET, POST, PUT, DELETE, etc.) to be used for the API request.

  3. Headers: Define custom headers for the API request, such as content type or authentication tokens.

  4. Query Parameters: Add parameters to refine the API request, such as filters or specific fields to retrieve.

  5. Body: Input the payload for the API call, typically used with POST or PUT methods to send data.

  6. No Error on Failure: Check this box if you want the process to continue even if the API call fails.

  7. Timeout: Specify the duration in seconds before the API call times out.

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