SalesForce
This Engine Extension (EngineExtension.Salesforce.dll) allows users to perform a number of actions on SalesForce records via the SalesForce API.
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Important: To use this engine extension the customer must have an active SalesForce account. |
Access
First you will need to add Infinity as an authorised application to your SalesForce account. Then, depending on the access given to the Infinity application you can access the API using one of the following ways:
- Use a fixed username, password and access token
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Ask the user to sign in each time: You can login through the following dialog:
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Ask the user to give permission for Infinity to login and act on their behalf: You can login through the following dialog for authorising Infinity:
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Note: For the "sign in each time" and "give permission to Infinity" options an entry is required in the pAPIServers table to indicate you are using SalesForce. User login details will be stored in the pAPIAccounts table. |
Commands
The following commands are exposed by the extension:
General commands
- Set Salesforce API version to [ ] [ ]: Instructs the SalesForce API about the version it is using
- Login agent with [ ] API credentials: Allows logging in to SalesForce using the current user’s credentials stored in the pAPIAccounts table
- Login agent with [ ] API credentials for client [ ] with secret [ ]: Allows logging in into SalesForce via the stored user credentials requesting permission to act on the user’s behalf
- Login with [ ] and password [ ] and token [ ]: Allows logging in into SalesForce via a user account
- Select top [ ] fields [ ] from [ ] where [ ] order by [ ] store result in [ ]: Extracts data from the SalesForce system
- Load record from [ ] where [ ] = [ ]: Returns a row of data from a SalesForce table
- Run SOQL Quert [ ] store result in [ ]: Runs a SOQL statement on the SalesForce system
- Get list of [ ] where [ ] [ ] [ ] store result in [ ]: Returns a list of data from a SalesForce table
- Process Access Token [ ]: Checks and confirms that a users' “refresh” token is valid and sets the necessary script variables
- Refresh Token for client [ ] with secret [ ] and token [ ]: Renews a login for a user based on their “Refresh” tokens
Account commands
- Create Account Record: Creates a blank account record and sets the corresponding script variables
- Load Account where [ ] = [ ]: Reads a record from the Account table and sets the corresponding script variables
- Update Account record: Updates an Account record based on the values held in the corresponding script variables
- Delete Account record: Deletes an Account record based on the values held in the corresponding script variables
- Remove Account record from memory: Removes the Account script variables from memory
- Get list of Accounts where [ ] = [ ] store result in [ ]: Gets a list of Accounts
- Get Notes for Account store result in [ ]: Gets a list of notes for the current Account record
- Get Tasks for Account store result in [ ]: Gets a list of tasks for the current Account record
- Get Cases for Account store result in [ ]: Gets a list of cases for the current Account record
Other commands
The commands available in the 'Activity History', 'Case', 'Contact' and 'Note' sections are similar to the ones described below.
Usage examples
How to import records (leads) from a SalesForce queue to an Infinity Calling list via an auto process which will run on predefined time intervals.
Import records (leads) from a SalesForce queue to an Infinity Calling list via an auto process which will run on predefined time intervals
- Create a new Workflow and schedule it as required
- Create a new Workflow Process and/or Step for creating the script
- Build your script (login to the SalesForce API with your credentials, get the SF record, then create new Infinity contact to hold the SalesForce data)
