Upload Conversation Recording with SalesLens API on New Outbound Message (Instant) from Salesforce API

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New Outbound Message (Instant) from the Salesforce API

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Upload Conversation Recording with the SalesLens API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and SalesLens action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Outbound Message (Instant) trigger
1. Connect your Salesforce account
2. Configure infoBox
Configure the Upload Conversation Recording action
1. Connect your SalesLens account
2. Select a Employee External ID
3. Configure Download Record URL
4. Optional- Select a Category ID
5. Optional- Configure Locale
6. Optional- Configure File Extension
7. Optional- Configure Title
8. Optional- Configure HTTP Header
9. Optional- Configure Tags
10. Optional- Configure Email
11. Optional- Configure Phone
12. Optional- Configure First Name
13. Optional- Configure Last Name
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are 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.

Trigger#

New Outbound Message (Instant) on Salesforce

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

Version:0.1.7

Key:salesforce_rest_api-new-outbound-message

View on GitHub

Salesforce Overview#

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.

Trigger Code#

import { XMLParser } from "fast-xml-parser";
import salesforce from "../../salesforce_rest_api.app.mjs";

export default {
  type: "source",
  name: "New Outbound Message (Instant)",
  key: "salesforce_rest_api-new-outbound-message",
  description: "Emit new event when a new outbound message is received in Salesforce.",
  version: "0.1.7",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    salesforce,
    infoBox: {
      type: "alert",
      alertType: "info",
      content: `See Salesforce's guide on [setting up Outbound Messaging](https://sforce.co/3JbZJom).
\\
Set the Outbound Message's \`Endpoint URL\` to the endpoint of this source, which you can view after it is created.
\\
The \`Send Session ID\` option must be enabled in Salesforce for validating outbound messages.`,
    },
  },
  methods: {
    _unwrapMessage(message) {
      const parser = new XMLParser({
        removeNSPrefix: true,
      });
      const obj = parser.parse(message);
      const notifications = obj["Envelope"]["Body"].notifications;
      return notifications;
    },
    _sendHttpResponse(successValue = true, status) {
      // eslint-disable-next-line multiline-ternary
      status = status ?? (successValue ? 200 : 400);
      this.http.respond({
        status,
        body: `
          <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
          xmlns:out="http://soap.sforce.com/2005/09/outbound">
            <soapenv:Header/>
            <soapenv:Body>
              <out:notificationsResponse>
                <out:Ack>${successValue}</out:Ack>
              </out:notificationsResponse>
            </soapenv:Body>
          </soapenv:Envelope>
        `,
        headers: {
          "content-type": "text/xml",
        },
      });
    },
    async _isValidSessionId(sessionId) {
      try {
        const data = await this.salesforce.getUserInfo(sessionId);
        return Boolean(data);
      } catch (err) {
        console.log("Error validating SessionId:", err);
        return false;
      }
    },
    async _isValidSource(data) {
      const { SessionId: sessionId } = data;
      if (!sessionId) {
        throw new Error("The outbound message is missing a Session ID. Please configure the outbound message to send Session ID to validate the webhook source.");
      }

      return this._isValidSessionId(sessionId);
    },
    generateMeta(data) {
      const {
        ActionId: actionId,
        Notification: { Id: eventId },
      } = data;
      const id = `${eventId}-${actionId}`;
      const summary = JSON.stringify(data);
      const ts = Date.now();
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run(event) {
    const { bodyRaw } = event;
    this._sendHttpResponse(true);
    const data = this._unwrapMessage(bodyRaw);
    if (!(await this._isValidSource(data))) {
      console.log("Skipping event from unrecognized source");
      return;
    }

    let notifications = data.Notification;
    if (!Array.isArray(notifications)) {
      notifications = [
        data.Notification,
      ];
    }

    notifications.forEach((n) => {
      const notification = Object.assign(data, {
        Notification: n,
      });
      this.$emit(notification, this.generateMeta(notification));
    });
  },
};

Trigger 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
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.

Trigger 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

Action#

Upload Conversation Recording on SalesLens

Description:Uploads a conversation recording. [See the documentation](https://app.saleslens.io/api#tag/ConversationRecord/operation/api_access_tokencall_recordupload_post)

Version:0.0.1

Key:saleslens-upload-conversation-recording

View on GitHub

SalesLens Overview#

SalesLens is an analytics platform designed to help you understand and engage with your customers. By analyzing customer interactions, SalesLens provides insights that can lead to more effective sales strategies and improved customer engagement. With the SalesLens API, you can access customer data, manage accounts, and trigger personalized actions based on customer behavior. In Pipedream, you can leverage this capability to create automated workflows that respond to data events in real-time, integrate with other apps, or process large datasets asynchronously.

Action Code#

import app from "../../saleslens.app.mjs";

export default {
  key: "saleslens-upload-conversation-recording",
  name: "Upload Conversation Recording",
  description: "Uploads a conversation recording. [See the documentation](https://app.saleslens.io/api#tag/ConversationRecord/operation/api_access_tokencall_recordupload_post)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    employeeExternalId: {
      propDefinition: [
        app,
        "employeeExternalId",
      ],
    },
    downloadRecordUrl: {
      type: "string",
      label: "Download Record URL",
      description: "URL of the recording",
    },
    categoryId: {
      propDefinition: [
        app,
        "categoryId",
      ],
    },
    locale: {
      propDefinition: [
        app,
        "locale",
      ],
    },
    fileExtension: {
      propDefinition: [
        app,
        "fileExtension",
      ],
    },
    title: {
      propDefinition: [
        app,
        "title",
      ],
    },
    httpHeader: {
      propDefinition: [
        app,
        "httpHeader",
      ],
    },
    tags: {
      propDefinition: [
        app,
        "tags",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
    firstName: {
      propDefinition: [
        app,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        app,
        "lastName",
      ],
    },
  },
  methods: {
    uploadConversation(opts = {}) {
      return this.app.post({
        path: "/access_token/call_record/upload",
        ...opts,
      });
    },
  },
  async run({ $ }) {
    const {
      uploadConversation,
      categoryId,
      ...data
    } = this;

    const response = await uploadConversation({
      $,
      data: {
        categoryId: categoryId && String(categoryId),
        ...data,
      },
    });

    $.export("$summary", "Successfully uploaded the conversation recording");
    return response;
  },
};

Action Configuration#

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

Label	Prop	Type	Description
SalesLens	`app`	`app`	This component uses the SalesLens app.
Employee External ID	`employeeExternalId`	`string`	Select a value from the drop down menu.
Download Record URL	`downloadRecordUrl`	`string`	URL of the recording
Category ID	`categoryId`	`string`	Select a value from the drop down menu.
Locale	`locale`	`string`	Locale of the transcription or recording
File Extension	`fileExtension`	`string`	File extension of the transcription or recording
Title	`title`	`string`	Title of the transcription or recording
HTTP Header	`httpHeader`	`string`	If your download URL requires authorization, use this parameter as a string. Eg. `Authorization: Bearer <token>`
Tags	`tags`	`string`	Tags associated with the transcription or recording separated by commas. Eg. `api, download, example`
Email	`email`	`string`	Contact's email address
Phone	`phone`	`string`	Contact's phone number
First Name	`firstName`	`string`	Contact's first name
Last Name	`lastName`	`string`	Contact's last name

Action Authentication#

SalesLens uses API keys for authentication. When you connect your SalesLens account, Pipedream securely stores the keys so you can easily authenticate to SalesLens APIs in both code and no-code steps.