Add Documents with Rockset API on New Record (of Selectable Type) from Salesforce API

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Trigger workflow on

New Record (of Selectable Type) from the Salesforce API

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Add Documents with the Rockset API

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Getting Started#

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

Select this integration
Configure the New Record (of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Add Documents action
1. Connect your Rockset account
2. Configure data
3. Configure workspace
4. Configure collection
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 Record (of Selectable Type) on Salesforce

Description: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](https://sforce.co/3yPSJZy) for more information.

Version:0.0.6

Key:salesforce_rest_api-new-record

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 startCase from "lodash/startCase.js";

import common from "../common.mjs";

export default {
  ...common,
  type: "source",
  name: "New Record (of Selectable Type)",
  key: "salesforce_rest_api-new-record",
  description: "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](https://sforce.co/3yPSJZy) for more information.",
  version: "0.0.6",
  hooks: {
    ...common.hooks,
    async activate() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      await common.hooks.activate.call(this);

      const { fields } = await getObjectTypeDescription(objectType);
      const columns = fields.map(({ name }) => name);

      setObjectTypeColumns(columns);
    },
  },
  methods: {
    ...common.methods,
    generateMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

      const fieldName = getNameField();
      const columns = getObjectTypeColumns();

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.CreatedDate) {
        const latestDateCovered = new Date(latestEvent.CreatedDate);
        latestDateCovered.setSeconds(0);
        setLatestDateCovered(latestDateCovered.toISOString());
      }

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateMeta(item, fieldName);
          emit(item, meta);
        });
    },
  },
};

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
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Object Type	`objectType`	`string`	Select a value from the drop down menu.

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#

Add Documents on Rockset

Description:Add documents to a collection in Rockset. Learn more at https://docs.rockset.com/rest/#adddocuments.

Version:0.1.1

Key:rockset-add-documents

View on GitHub

Rockset Overview#

Rockset is a real-time indexing database service designed for low-latency, high-concurrency analytics. With the Rockset API, you can query your datasets, create and manage collections, and integrate with event streams for real-time analytics. Using Pipedream's serverless platform, you can automate workflows that react to database events, sync data across services, or trigger actions based on analytical insights.

Action Code#

// legacy_hash_id: a_bKiPAo
import { axios } from "@pipedream/platform";

export default {
  key: "rockset-add-documents",
  name: "Add Documents",
  description: "Add documents to a collection in Rockset. Learn more at https://docs.rockset.com/rest/#adddocuments.",
  version: "0.1.1",
  type: "action",
  props: {
    rockset: {
      type: "app",
      app: "rockset",
    },
    data: {
      type: "any",
      description: "Array of JSON documents. Learn more at https://docs.rockset.com/rest/#adddocuments.",
    },
    workspace: {
      type: "string",
      description: "Name of the workspace.",
    },
    collection: {
      type: "string",
      description: "Name of the collection.",
    },
  },
  async run({ $ }) {
    const data = {
      "data": this.data,
    };

    return await axios($, {
      method: "POST",
      url: `https://api.rs2.usw2.rockset.com/v1/orgs/self/ws/${this.workspace}/collections/${this.collection}/docs`,
      headers: {
        "Authorization": `ApiKey ${this.rockset.$auth.apikey}`,
      },
      data,
    });
  },
};

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
Rockset	`rockset`	`app`	This component uses the Rockset app.
data	`data`	`any`	Array of JSON documents. Learn more at https://docs.rockset.com/rest/#adddocuments.
workspace	`workspace`	`string`	Name of the workspace.
collection	`collection`	`string`	Name of the collection.

Action Authentication#

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

API Keys in Rockset can be created via the Rocketset console. Located under the Manage menu to the left, option API Keys.

About Rockset#

Rockset is a serverless search and analytics engine that allows you to create live dashboards and real-time data APIs on DynamoDB, Kafka, S3 and more.

More Ways to Connect Rockset + Salesforce#

Other Popular Integrations#

Add Documents with Rockset API on New Outbound Message (Instant) from Salesforce API

Salesforce + Rockset

Add Documents with Rockset API on New Record (of Selectable Type) from Salesforce API

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

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

Developers ♥ Pipedream

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