Create Campaign with Salesforce API

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HTTP requests, schedules and app events

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Create Campaign with the Salesforce API

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Getting Started#

Create a workflow to Create Campaign with the Salesforce API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Create Campaign action
1. Connect your Salesforce account
2. Configure dateInfo
3. Configure Name
4. Optional- Configure Description
5. Optional- Select a Status
6. Optional- Select a Type
7. Configure docsInfo
8. Optional- Configure See All Props
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Campaign on Salesforce

Description:Creates a marketing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_campaign.htm)

Version:0.3.0

Key:salesforce_rest_api-create-campaign

View on GitHub

Code#

import common, { getProps } from "../common/base-create-update.mjs";
import campaign from "../../common/sobjects/campaign.mjs";

const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_campaign.htm";

export default {
  ...common,
  key: "salesforce_rest_api-create-campaign",
  name: "Create Campaign",
  description: `Creates a marketing campaign. [See the documentation](${docsLink})`,
  version: "0.3.0",
  type: "action",
  methods: {
    ...common.methods,
    getObjectType() {
      return "Campaign";
    },
    getAdvancedProps() {
      return campaign.extraProps;
    },
  },
  props: getProps({
    objType: campaign,
    docsLink,
    showDateInfo: true,
  }),
  async run({ $ }) {
    /* eslint-disable no-unused-vars, max-len */
    const {
      salesforce,
      getAdvancedProps,
      getObjectType,
      getAdditionalFields,
      formatDateTimeProps,
      useAdvancedProps,
      docsInfo,
      dateInfo,
      additionalFields,
      StartDate,
      EndDate,
      ...data
    } = this;
    /* eslint-enable no-unused-vars, max-len */
    const response = await salesforce.createRecord("Campaign", {
      $,
      data: {
        ...data,
        ...formatDateTimeProps({
          StartDate,
          EndDate,
        }),
        ...getAdditionalFields(),
      },
    });
    $.export("$summary", `Successfully created campaign "${this.Name}"`);
    return response;
  },
};

Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
Name	`Name`	`string`	Name of the campaign. Max 80 characters.
Description	`Description`	`string`	Description of the campaign. Limit: 32 KB. Only the first 255 characters display in reports.
Status	`Status`	`string`	Select a value from the drop down menu:`PlannedIn ProgressCompletedAborted`
Type	`Type`	`string`	Select a value from the drop down menu:`ConferenceWebinarTrade ShowPublic RelationsPartnersReferral ProgramAdvertisementBanner AdsDirect MailEmailTelemarketingOther`
See All Props	`useAdvancedProps`	`boolean`	Set to true to see all available props for this object.

Authentication#

Salesforce uses OAuth authentication. When you connect your Salesforce account, Pipedream will open a popup window where you can sign into Salesforce and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce API.

Pipedream requests the following authorization scopes when you connect your account: