Add Feedback with Flash (by Velora AI) API on New Updated Field on Record (of Selectable Type) from Salesforce API

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New Updated Field on Record (of Selectable Type) from the Salesforce API

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Add Feedback with the Flash (by Velora AI) API

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Getting Started#

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

Select this integration
Configure the New Updated Field on Record (of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Select a Field
5. Optional- Configure Field Updated to
Configure the Add Feedback action
1. Connect your Flash (by Velora AI) account
2. Configure Feedback
3. Optional- Configure Title
4. Optional- Configure Source
5. Optional- Configure Upvote
6. Optional- Configure Downvote
7. Optional- Configure Contact Name
8. Optional- Configure Contact Email
9. Optional- Configure Handle
10. Optional- Configure Handle Type
11. Optional- Configure Company Name
12. Optional- Configure Company Domain
13. Optional- Configure Feedback At
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 Updated Field on Record (of Selectable Type) on Salesforce

Description:Emit new event (at regular intervals) when a field of your choosing is updated on any record of a specified Salesforce object. Field history tracking must be enabled for the chosen field. See the docs on [field history tracking](https://sforce.co/3mtj0rF) and [history objects](https://sforce.co/3Fn4lWB) for more information.

Version:0.1.11

Key:salesforce_rest_api-updated-field-on-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 words from "lodash/words.js";
import common from "../common.mjs";

const { salesforce } = common.props;

/**
 * Uses the Salesforce REST API's [sObject Get Updated endpoint](https://sforce.co/3yPSJZy) on the
 * [StandardObjectNamedHistory model](https://sforce.co/3Fn4lWB) to get changes to field values of
 * an sObject type. Associated sObject records are retrieved and emitted for history object records
 * matching configured `field` and `fieldUpdatedTo` prop values.
 */
export default {
  ...common,
  dedupe: "greatest",
  type: "source",
  name: "New Updated Field on Record (of Selectable Type)",
  key: "salesforce_rest_api-updated-field-on-record",
  description: "Emit new event (at regular intervals) when a field of your choosing is updated on any record of a specified Salesforce object. Field history tracking must be enabled for the chosen field. See the docs on [field history tracking](https://sforce.co/3mtj0rF) and [history objects](https://sforce.co/3Fn4lWB) for more information.",
  version: "0.1.11",
  props: {
    ...common.props,
    objectType: {
      type: common.props.objectType.type,
      label: common.props.objectType.label,
      description: common.props.objectType.description,
      propDefinition: [
        salesforce,
        "objectType",
        () => ({
          filter: ({
            replicateable,
            associateEntityType,
          }) => replicateable && associateEntityType === "History",
          mapper: ({ associateParentEntity: value }) => words(value).join(" "),
        }),
      ],
    },
    field: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
    },
    fieldUpdatedTo: {
      propDefinition: [
        salesforce,
        "fieldUpdatedTo",
      ],
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      const {
        objectType,
        getObjectTypeDescription,
        setHistoryObjectType,
        setObjectTypeColumns,
      } = this;

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

      const historyObjectType = `${objectType}History`;

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

      setHistoryObjectType(historyObjectType);
      setObjectTypeColumns(columns);
    },
  },
  methods: {
    ...common.methods,
    getHistoryObjectType() {
      return this.db.get("historyObjectType");
    },
    setHistoryObjectType(historyObjectType) {
      this.db.set("historyObjectType", historyObjectType);
    },
    isRelevant(item) {
      const {
        field,
        fieldUpdatedTo,
      } = this;

      const isFieldRelevant =
        item.Field === field
        || item.Field === `${item.DataType}${field}`;

      const isFieldValueRelevant =
        !fieldUpdatedTo
        || item.NewValue === fieldUpdatedTo;

      return isFieldRelevant && isFieldValueRelevant;
    },
    generateMeta(event) {
      const {
        objectType,
        field,
      } = this;

      const {
        CreatedDate: createdDate,
        Id: id,
        [`${objectType}Id`]: objectId,
      } = event;

      const ts = Date.parse(createdDate);
      return {
        id: `${id}-${ts}`,
        summary: `${field} on ${objectType}: ${objectId}`,
        ts,
      };
    },
    async processEvent({
      startTimestamp, endTimestamp,
    }) {
      const {
        getHistoryObjectType,
        getObjectTypeColumns,
        setLatestDateCovered,
        isRelevant,
        paginate,
        generateMeta,
        $emit: emit,
      } = this;

      const objectType = getHistoryObjectType();
      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()
        .filter(isRelevant)
        .forEach((event) => {
          const meta = generateMeta(event);
          emit(event, 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.
Field	`field`	`string`	Select a value from the drop down menu.
Field Updated to	`fieldUpdatedTo`	`string`	If provided, the trigger will only fire when the updated field is an EXACT MATCH (including spacing and casing) to the value you provide in this field

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 Feedback on Flash (by Velora AI)

Description:Adds customer feedback.

Version:0.0.1

Key:flash_by_velora_ai-add-feedback

View on GitHub

Action Code#

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

export default {
  key: "flash_by_velora_ai-add-feedback",
  name: "Add Feedback",
  description: "Adds customer feedback.",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    feedback: {
      type: "string",
      label: "Feedback",
      description: "Actual text customer feedback.",
    },
    title: {
      type: "string",
      label: "Title",
      description: "Title of the customer feedback, if any.",
      optional: true,
    },
    source: {
      type: "string",
      label: "Source",
      description: "Source where the feedback was received, for example, `GitHub`, `Slack`, etc.",
      optional: true,
    },
    upvote: {
      type: "integer",
      label: "Upvote",
      description: "Count of upvotes for the feedback.",
      optional: true,
    },
    downvote: {
      type: "integer",
      label: "Downvote",
      description: "Count of downvotes for the feedback.",
      optional: true,
    },
    contactName: {
      type: "string",
      label: "Contact Name",
      description: "Name of the customer contact who provided the feedback.",
      optional: true,
    },
    contactEmail: {
      type: "string",
      label: "Contact Email",
      description: "Email of the customer contact who provided the feedback.",
      optional: true,
    },
    handle: {
      type: "string",
      label: "Handle",
      description: "Platform specific customer contact handle. Eg. `@pipedream`.",
      optional: true,
    },
    handleType: {
      type: "string",
      label: "Handle Type",
      description: "Platform which the contact handle belongs to. Eg. `Twitter`, `GitHub`, etc.",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Name of customer company to which the customer contact who provided feedback belongs.",
      optional: true,
    },
    companyDomain: {
      type: "string",
      label: "Company Domain",
      description: "Email domain of customer company to which the customer contact who provided feedback belongs. Eg. `pipedream.com`.",
      optional: true,
    },
    feedbackAt: {
      type: "string",
      label: "Feedback At",
      description: "Date and time, when the feedback was received. Eg. `2021-01-01T00:00:00`.",
      optional: true,
    },
  },
  methods: {
    addFeedback(args = {}) {
      return this.app.post({
        path: "/add-feedback",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      addFeedback,
      feedback,
      title,
      source,
      upvote,
      downvote,
      contactName,
      contactEmail,
      handle,
      handleType,
      companyName,
      companyDomain,
      feedbackAt,
    } = this;

    const response = await addFeedback({
      $,
      data: {
        feedback,
        title,
        source,
        upvote,
        downvote,
        contact_name: contactName,
        contact_email: contactEmail,
        handle,
        handle_type: handleType,
        company_name: companyName,
        company_domain: companyDomain,
        feedback_at: feedbackAt,
      },
    });
    $.export("$summary", "Successfully added feedback.");
    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
Flash (by Velora AI)	`app`	`app`	This component uses the Flash (by Velora AI) app.
Feedback	`feedback`	`string`	Actual text customer feedback.
Title	`title`	`string`	Title of the customer feedback, if any.
Source	`source`	`string`	Source where the feedback was received, for example, `GitHub`, `Slack`, etc.
Upvote	`upvote`	`integer`	Count of upvotes for the feedback.
Downvote	`downvote`	`integer`	Count of downvotes for the feedback.
Contact Name	`contactName`	`string`	Name of the customer contact who provided the feedback.
Contact Email	`contactEmail`	`string`	Email of the customer contact who provided the feedback.
Handle	`handle`	`string`	Platform specific customer contact handle. Eg. `@pipedream`.
Handle Type	`handleType`	`string`	Platform which the contact handle belongs to. Eg. `Twitter`, `GitHub`, etc.
Company Name	`companyName`	`string`	Name of customer company to which the customer contact who provided feedback belongs.
Company Domain	`companyDomain`	`string`	Email domain of customer company to which the customer contact who provided feedback belongs. Eg. `pipedream.com`.
Feedback At	`feedbackAt`	`string`	Date and time, when the feedback was received. Eg. `2021-01-01T00:00:00`.

Action Authentication#

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

About Flash (by Velora AI)#

Deliver a wow product and customer experience with Flash by Velora AI.

More Ways to Connect Flash (by Velora AI) + Salesforce#

Other Popular Integrations#

Add Feedback with Flash (by Velora AI) API on New Record (of Selectable Type) from Salesforce API

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Add Feedback with Flash (by Velora AI) API on New Updated Field on Record (of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Flash (by Velora AI), 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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