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Salesforce

Overview​

Connect Superblocks to Salesforce to build internal tools that combine sales lead and account information with other data sources, or automate operations like bulk updates or assignment of new leads.

Setting up Salesforce​

1. Create a Salesforce app and add integration​

Start by configuring a connected app in your Salesforce account. The app should have OAuth Settings enabled, specifically using the OAuth 2.0 Client Credentials Flow authorization flow.

Follow the Salesforce REST API Quick Start for a full guide.

Once the app has been created, navigate back to Superbocks and select Salesforce from the integrations page.

2. Configure settings​

Fill out the form with the following settings:

SettingRequiredDescription
NameTRUE

Name that will be displayed to users when selecting this integration in Superblocks

Instance URLTRUE

URL for the Salesforce instance, e.g. https://your-domain.my.salesforce.com

Token URLTRUEThe full URL path to the token endpoint that serves OAuth tokens
Consumer IDTRUE

A public identifier used to identify this Salesforce consumer to the authorization/token servers.

Consumer SecretTRUE

A secret shared between the Salesforce consumer and the authorizing/token servers to verify the Consumer ID.

3. Test and save​

Click Test Connection to check that Superblocks can connect to the data source.

info

If using Superblocks Cloud, add these Superblocks IPs to your allowlist (not necessary for On-Premise-Agent).

After connecting successfully, click Create to save the integration.

4. Set profiles​

Optionally, configure different profiles for separate development environments.

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Salesforce connected!
Now you can use Salesforce in any Application, Workflow, or Scheduled Job.

Creating Salesforce steps​

When using Salesforce steps, there are 3 options:

  1. SOQL queries
  2. Single object actions
  3. Bulk actions

SOQL queries​

Write SOQL queries to perform read-only actions on your SFDC data.

Single object actions​

Use single object actions to perform CRUD actions on a single object. Pass in an object of data in the Resource Body.

  • Create a single object
  • Update a single object
  • Delete a single object
  • Read a single object

Bulk actions​

Use bulk actions to perform CRUD actions on several objects at time. Pass in an array of objects in the Bulk Update Body.

  • Create several objects
  • Update several objects
  • Delete several objects
  • Upsert (update or insert) several objects