Activities

Account Info
Connect to Salesforce
Create User
Delete File
Disconnect from Salesforce
Download File
List Available Objects
List Files
Upload File

Account Info

This activity returns the specified Salesforce account information.

Activity Parameters

The Account Info activity parameters can be provided by manual inserted values or via IN arguments or variables:

All of the input parameters are mandatory.

Parameters:

Connection (text box editor type): the Salesforce connection, obtained after using a Connect to Salesforce activity.

The Read Only Output variable are the possible output values that the activity will provide:

Output: outputs a collection of strings with the specified Salesforce account information. For Each or Get Element From Collection activities can be used in order to extract the collection's values.

Execution: the activity will retrieve all information regarding the account where it is connected to:

Using For Each activity for extracting the values:

Using Get Element From Collection for extracting the values:

Connect To Salesforce

This activity connects to the specified Salesforce account and outputs a Salesforce client connection.

Activity Parameters

The Connect to Salesforce activity parameters can be provided by manual inserted values or via IN arguments or variables:

All of the input parameters are mandatory.

Parameters:

Password (password box editor type): the password for connection to the Salesforce account.
Password Binding (text box editor type): bind to a variable containing the encrypted password for connection. (This parameter is used only when the user wants to send an encrypted password from outside the workflow, for example Flowster Portal).
Security Token (text box editor type): the the SecurityToken. Security tokens are required whether you log in via the API or a desktop client such as Connect for Outlook,Connect Offline, Connect for Office, Connect for Lotus Notes, or the Data Loader. This code is provided by Salesforce and below are some tips from SalesForce regarding the way to retrieve the security token:
- In the SalesForce account, at the top navigation bar go to your name > Setup > Personal Setup > My Personal Information > Reset My Security Token.
- the new token will be sent on the e-mail attached to the account
Username (text box editor type): the username/email address that will connect to the Salesforce account.

The Read Only Output variable are the possible output values that the activity will provide:

Connection: outputs a Salesforce connection. The Ouput of this activity should be used as Input for all Connection parameters used for all activities placed under Salesforce category.

Create User

This activity creates a new Salesforce user account.

Activity Parameters

The Create User activity parameters can be provided by manual inserted values or via IN arguments or variables:

All of the input parameters are mandatory.

Parameters:

Alias (text box editor type): the user's alias. E.g. Flowster. Salesforce has a limit regarding the alias' length, it should be a maximum of 8 characters.
Call center auto login (combo box editor type): required if Salesforce CRM Call Center is enabled. Indicates whether the user is enabled to use the auto login feature of the call center (true) or not (false).
Default Group Notification Frequency (combo box editor type): the default frequency for sending the user's Chatter group email notifications when the user joins the group. The valid values are:
- P - Email on each post
- D - Daily digests
- W - Weekly digests
- N - Never
  The default value is N.
Digest frequency (combo box editor type): the default frequency at which the system sends the user's Chatter personal email digest. The valid values are:
- D - Daily
- W - Weekly
- N - Never
  The default value is D.
Email (text box editor type): the user's email address.
Email encoding key (text box editor type): the email encoding for the user, such as ISO-8859-1 or UTF-8.
Language locale key (text box editor type): the user's language, such as for german - 'de', english - 'en_us' or french - 'fr'.
Last name (text box editor type): the user's last name.
Locales ID key (text box editor type): this field is a restricted picklist field. The value of the field affects formatting and parsing of values, especially numeric values, in the user interface. The field values are named according to the language, and country if necessary, using two-letter ISO codes. The set of names is based on the ISO standard. E.g. for german - 'de', english - 'en_us' or french - 'fr'.
Marketing user (combo box editor type): whether the user is enabled to manage campaigns in the user interface (true) or not (false).
Offline user (combo box editor type): whether the user is enabled to use Offline Edition (true) or not (false).
Password (password box editor type): the password for connection to the Salesforce account.
Password Binding (text box editor type): bind to a variable containing the encrypted password for connection. (This parameter is used only when the user wants to send an encrypted password from outside the workflow, for example Flowster Portal).
Time zones ID key (text box editor type): the time zone key according to ISO standards. E.g. america/los_angeles.
Username (text box editor type): contains the name that a user enters to log into the API or the user interface. The value for this field must be in the form of an email address. It must also be unique across all organizations. If you try to create or update a User with a duplicate value for this field, the operation is rejected. Each inserted User also counts as a license. Every organization has a maximum number of licenses. If you attempt to exceed the maximum number of licenses by inserting User records, the create is rejected.

The Read Only Output variable are the possible output values that the activity will provide:

Output: outputs the result status. If the item was uploaded successfully then TRUE, otherwise FALSE.
Output user ID: outputs the new user id.

Execution: the activity will create a new SalesForce user account, using the provided information:

The newly created user can be seen in SalesForce → Users page:

Delete File

This activity dDeletes the desired file from the specified Salesforce account.

Activity Parameters

The Delete File activity parameters can be provided by manual inserted values or via IN arguments or variables:

All of the input parameters are mandatory.

Parameters:

File Name (text box editor type): the name of the file which you want to be deleted followed by its extension. E.g. 'Flowster_MSSQL.sql'.
ID (text box editor type): the Id of the file which you want to be deleted. If you enter a value for this parameter, the 'File Name' parameter is ignored.

The Read Only Output variable are the possible output values that the activity will provide:

Output status: outputs the result status. If the item was deleted successfully then TRUE, otherwise FALSE.

Execution: the activity will remove the given file from the account where the it is connected to:

Disconnect From Salesforce

This activity disconnects the specified Salesforce account.

Activity Parameters

The Disconnect from Salesforce activity parameters can be provided by manual inserted values or via IN arguments or variables:

All of the input parameters are mandatory.

Parameters:

Connection (text box editor type): the Salesforce connection, obtained after using a Connect to Salesforce activity.

Download File

This activity downloads the specified Salesforce file.

Activity Parameters

The Download File activity parameters can be provided by manual inserted values or via IN arguments or variables:

All of the input parameters are mandatory.

Parameters:

Destination Folder Path (text box editor type): the path of the folder where you wish to download the file.
File Name (text box editor type): the file name which you wish to download from the existing Salesforce account, followed by its extension. If no Id is entered, the latest version of the file is downloaded. E.g.
Flowster_MSSQL.sql.
ID (text box editor type): the Id for the file from the existing Salesforce account, which you wish to download. If you enter a value for this parameter, the 'File Name' parameter is ignored.

The Read Only Output variable are the possible output values that the activity will provide:

Output (type: string): outputs the Full path.
Output Status (type: boolean): outputs the result status. If the item was downloaded successfully then TRUE, otherwise FALSE.

Execution: the activity will download the given file from SalesForce to the given path (for example, a local path):

List Available Objects

This activity lists all object names that are available to the logged-in user.

Activity Parameters

The List Available Objects activity parameters can be provided by manual inserted values or via IN arguments or variables:

All of the input parameters are mandatory, in this case Connection being the only parameter.

The Read Only Output variable are the possible output values that the activity will provide:

Output: outputs a collection of available items and their properties.To use the elements of the collection, use a For Each or a Get Element From Collection activity.
Output Rows Count: outputs the number of available objects from the specified Salesforce account.

Execution: the activity will retrieve all objects for the account where it is connected to:

Using For Each activity for extracting the values:

Using Get Element From Collection for extracting the values:

List Files

This activity lists all files and folders from the specified Salesforce account.

Activity Parameters

The List Files activity parameters can be provided by manual inserted values or via IN arguments or variables:

All of the input parameters are mandatory, in this case Connection being the only parameter.

The Read Only Output variable are the possible output values that the activity will provide:

Output: outputs a collection of sub-collections containing information about the retrieved files. For Each and Get Element From Collection activities can be used i
Output rows count: outputs the number of files found on the specified Salesforce account.

Execution: the activity will list all available files found for the account where it is connected to:

Using For Each activities to extract the values:

a first For Each activity to extract a single collection from the main collection:
a second For Each to extract the values from the second collection:

Using For Each and Get Element From Collection activities to extract the values:

a For Each activity to extract a single collection from the main collection
a Get Element From Collection activities to extract the values for each iterator from the second collection:

Upload File

This activity uploads a selected file to the specified Salesforce Account.

Activity Parameters

The Upload File activity parameters can be provided by manual inserted values or via IN arguments or variables:

All of the input parameters are mandatory.

Parameters:

File Path (text box editor type): the full path of the file that you wish to upload. The maximum allowed file size is 30 MB.. For example, "C:\FlowsterFolder\MSSQL_Files\FlowsterMSSQLActivities2.bak".
Overwrite (combo box control): choose "Yes" for overwriting the file that already exists, or "No" for recreating it.

The Read Only Output variable are the possible output values that the activity will provide:

Output status: outputs result status. If the item was uploaded successfully then TRUE, otherwise FALSE.

Execution: the activity will upload the given file to the account where it is connected to:

The uploaded file can be seen on the SalesForce page:

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