← Salesforce

Get Field Values from Object Record and optionally create one is none is found. with Salesforce API

Pipedream makes it easy to connect APIs for Salesforce and 2,400+ other apps remarkably fast.

Trigger workflow on
HTTP requests, schedules and app events
Next, do this
Get Field Values from Object Record and optionally create one is none is found. with the Salesforce API
No credit card required
Intro to Pipedream
Watch us build a workflow
Watch us build a workflow
8 min
Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo

Developers Pipedream

Getting Started

Create a workflow to Get Field Values from Object Record and optionally create one is none is found. with the Salesforce API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Get Field Values from Object Record and optionally create one is none is found. action
    1. Connect your Salesforce account
    2. Select a SObject Type
    3. Select a SObject ID
    4. Configure Fields to get values from
    5. Configure Create new object
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Get Field Values from Object Record and optionally create one is none is found. with Salesforce API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Salesforce
 
Try it
Get Field Values from Object Record and optionally create one is none is found. with Salesforce API on New Message (Instant) from Discord API
Discord + Salesforce
 
Try it
Get Field Values from Object Record and optionally create one is none is found. with Salesforce API on New Message In Channels (Instant) from Slack API
Slack + Salesforce
 
Try it
Get Field Values from Object Record and optionally create one is none is found. with Salesforce API on New Message in Channel from Discord Bot API
Discord Bot + Salesforce
 
Try it
Get Field Values from Object Record and optionally create one is none is found. with Salesforce API on New Submission from Typeform API
Typeform + Salesforce
 
Try it

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.

Get Field Values from Object Record and optionally create one is none is found. on Salesforce
Description:Finds a specified Salesforce record by a field. Optionally, create one if none is found. [API Docs](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)
Version:0.1.5
Key:salesforce_rest_api-find-create-record

Code

import { ConfigurationError } from "@pipedream/platform";
import salesForceRestApi from "../../salesforce_rest_api.app.mjs";

export default {
  key: "salesforce_rest_api-find-create-record",
  name: "Get Field Values from Object Record and optionally create one is none is found. ",
  description:
    "Finds a specified Salesforce record by a field. Optionally, create one if none is found. [API Docs](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)",
  version: "0.1.5",
  type: "action",
  props: {
    salesForceRestApi,
    sobjectType: {
      propDefinition: [
        salesForceRestApi,
        "objectType",
      ],
    },
    sobjectId: {
      propDefinition: [
        salesForceRestApi,
        "sobjectId",
        (c) => ({
          objectType: c.sobjectType,
        }),
      ],
      description:
        "ID of the Salesforce standard object to get field values from.",
    },
    sobjectFields: {
      type: "string[]",
      label: "Fields to get values from",
      description:
        "list of the Salesforce standard object's fields to get values from.",
    },
    createIfNotFound: {
      type: "boolean",
      label: "Create new object",
      description: "Create a new object if none is found",
      reloadProps: true,
    },
  },
  async additionalProps() {
    return {
      sobject: {
        type: "object",
        label: "Salesforce standard object",
        description: `Data of the Salesforce standard object record to create.
          Salesforce standard objects are described in [Standard Objects](https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_list.htm) section of the [SOAP API Developer Guide](https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_quickstart_intro.htm).`,
      },
    };
  },
  async run({ $ }) {
    const {
      sobjectType,
      sobjectId,
      sobjectFields,
      sobject,
      createIfNotFound,
    } = this;
    let data;
    try {
      data = await this.salesForceRestApi.getSObject(
        sobjectType,
        sobjectId,
        sobjectFields && {
          fields: sobjectFields.join(","),
        },
      );
    } catch (error) {
      if (!createIfNotFound) throw new ConfigurationError("Record not found");
    }

    if (createIfNotFound && !data) {
      const response = await this.salesForceRestApi.createObject(
        sobjectType,
        sobject,
      );
      response && $.export(
        "$summary", "Record successfully created",
      );
      return response;
    }
    if (data) {
      $.export("$summary", "Record found!");
    }
    return data;
  },
};

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.
LabelPropTypeDescription
SalesforcesalesForceRestApiappThis component uses the Salesforce app.
SObject TypesobjectTypestringSelect a value from the drop down menu.
SObject IDsobjectIdstringSelect a value from the drop down menu.
Fields to get values fromsobjectFieldsstring[]

list of the Salesforce standard object's fields to get values from.

Create new objectcreateIfNotFoundboolean

Create a new object if none is found

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:

About Salesforce

Web services API for interacting with Salesforce

More Ways to Use Salesforce

Triggers

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

 
Try it
New Deleted Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.

 
Try it
New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

 
Try it
New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

 
Try it
New Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

 
Try it

Actions

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

 
Try it
Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

 
Try it
Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

 
Try it
Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

 
Try it
Create Attachment with the Salesforce API

Creates an Attachment on a parent object. See the documentation

 
Try it

Explore Other Apps

1
-
24
of
2,400+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce
Salesforce
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify
Shopify
Shopify is a complete commerce platform that lets anyone start, manage, and grow a business. You can use Shopify to build an online store, manage sales, market to customers, and accept payments in digital and physical locations.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.
Schedule
Schedule
Trigger workflows on an interval or cron schedule.