Salesforce

Web services API for interacting with Salesforce

Integrate the Salesforce API with the Columns Ai API

Setup the Salesforce API trigger to run a workflow which integrates with the Columns Ai API. Pipedream's integration platform allows you to integrate Salesforce and Columns Ai remarkably fast. Free for developers.

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Build Graph From Scratch with Columns Ai API on New Deleted Record (Instant, of Selectable Type) from Salesforce API
Salesforce + Columns Ai
 
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Build Graph From Scratch with Columns Ai API on New Outbound Message (Instant) from Salesforce API
Salesforce + Columns Ai
 
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Build Graph From Scratch with Columns Ai API on New Record (Instant, of Selectable Type) from Salesforce API
Salesforce + Columns Ai
 
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Build Graph From Scratch with Columns Ai API on New Updated Record (Instant, of Selectable Type) from Salesforce API
Salesforce + Columns Ai
 
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Build Graph From Template with Columns Ai API on New Deleted Record (Instant, of Selectable Type) from Salesforce API
Salesforce + Columns Ai
 
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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

 
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New Outbound Message (Instant) from the Salesforce API

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

 
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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

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

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

 
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Add Contact to Campaign with the Salesforce API

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

 
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Build Graph From Scratch with the Columns Ai API

Builds a graph object from scratch and publishes it. See the documentation

 
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Add Lead to Campaign with the Salesforce API

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

 
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Build Graph From Template with the Columns Ai API

Builds a graph object from a template and publishes it. See the documentation.

 
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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

 
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Overview of Salesforce

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

Connect Columns Ai

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import { ChartType } from 'columns-graph-model';
import { Columns } from 'columns-sdk';

export default defineComponent({
  props: {
    columns_ai: {
      type: "app",
      app: "columns_ai",
    }
  },
  async run({steps, $}) {    
    const rows = [{
        "value": 312,
        "state": "WA",
        "parent": "US"
      }];// rows is an example data set where you should organize your data in a similar way.

    //Instantiates a Columns SDK object with your API Key.  
    const columns = new Columns(this.columns_ai.$auth.api_key);
    const data = columns.data(['state'], ['value'], rows);
    const graph = columns.graph(data);

    // switch to different chart types: BAR, PIE, DOUGHGUT, LINE, AREA, SCATTER, etc.
    graph.type = ChartType.COLUMN;

    // customise the graph (lots of options in its data model)
    graph.settings.general.palette = ['#ff0000', '#00ff00', '#0000ff'];
    graph.settings.general.background = '#00000002';
    
    return graph;          
  },
})

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