Add PDF security with PDF.co API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

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

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Add PDF security with the PDF.co API

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Getting Started#

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

Select this integration
Configure the New Deleted Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Add PDF security action
1. Connect your PDF.co account
2. Optional- Configure Async
3. Optional- Configure Name
4. Optional- Configure Expiration
5. Optional- Configure Profiles
6. Configure URL
7. Configure Owner Password
8. Select a Encryption Algorithm
9. Optional- Configure User Password
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 Deleted Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)

Version:0.1.0

Key:salesforce_rest_api-record-deleted-instant

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 Deleted Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-deleted-instant",
  description: "Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)",
  version: "0.1.0",
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { Old: oldObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = oldObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "deleted";
    },
    async processTimerEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateTimerMeta(item);
        this.$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.
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.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
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 PDF security on PDF.co

Description:Add PDF security. [See docs here](https://apidocs.pdf.co/32-pdf-password-and-security)

Version:0.0.1

Key:pdf_co-pdf-add-security

View on GitHub

PDF.co Overview#

PDF.co API on Pipedream opens up opportunities for automating document handling tasks. You can create PDFs from scratch, merge multiple documents, extract text or data, convert PDFs to different formats, and even perform complex operations like filling out forms programmatically. With Pipedream's serverless platform, these capabilities can be integrated into workflows that respond to events, schedule tasks, or trigger on specific conditions, streamlining processes that involve PDF manipulation.

Action Code#

import app from "../../pdf_co.app.mjs";
import constants from "../common/constants.mjs";

export default {
  name: "Add PDF security",
  description: "Add PDF security. [See docs here](https://apidocs.pdf.co/32-pdf-password-and-security)",
  key: "pdf_co-pdf-add-security",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    async: {
      propDefinition: [
        app,
        "async",
      ],
    },
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    expiration: {
      propDefinition: [
        app,
        "expiration",
      ],
    },
    profiles: {
      propDefinition: [
        app,
        "profiles",
      ],
    },
    url: {
      propDefinition: [
        app,
        "url",
      ],
    },
    ownerPassword: {
      type: "string",
      label: "Owner Password",
      description: "The main owner password that is used for documents encryption and for setting/removing restrictions.",
    },
    encryptionAlgorithm: {
      type: "string",
      label: "Encryption Algorithm",
      description: "Encryption algorithm. Valid values: RC4_40bit, RC4_128bit, AES_128bit, AES_256bit. AES_128bit or higher is recommended.",
      options: constants.ENCRYPTION_ALGORITHM_OPTS,
      default: "AES_128bit",
    },
    userPassword: {
      type: "string",
      label: "User Password",
      description: "The optional user password will be asked for viewing and printing document.",
      optional: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    if (!this.userPassword || this.userPassword.length === 0) {
      return {};
    }
    return {
      allowAccessibilitySupport: {
        type: "boolean",
        label: "Allow Accessibility Support",
        description: "Allow or prohibit content extraction for accessibility needs.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      allowAssemblyDocument: {
        type: "boolean",
        label: "Allow Assembly Document",
        description: "Allow or prohibit assembling the document.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      allowPrintDocument: {
        type: "boolean",
        label: "Allow Print Document",
        description: "Allow or prohibit printing PDF document.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      allowFillForms: {
        type: "boolean",
        label: "Allow Fill Forms",
        description: "Allow or prohibit filling of interactive form fields (including signature fields) in PDF document.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      allowModifyDocument: {
        type: "boolean",
        label: "Allow Modify Document",
        description: "Allow or prohibit modification of PDF document.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      allowContentExtraction: {
        type: "boolean",
        label: "Allow Content Extraction",
        description: "Allow or prohibit copying content from PDF document.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      allowModifyAnnotations: {
        type: "boolean",
        label: "Allow Modify Annotations",
        description: "Allow or prohibit interacting with text annotations and forms in PDF document.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      printQuality: {
        type: "string",
        label: "Print Quality",
        description: "Allowed printing quality. Valid values: `HighResolution`, `LowResolution`.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
        options: constants.PRINT_QUALITY_OPTS,
      },
    };
  },
  async run({ $ }) {
    const payload = {
      url: this.url,
      ownerPassword: this.ownerPassword,
      userPassword: this.userPassword,
      encryptionAlgorithm: this.encryptionAlgorithm,
      allowAccessibilitySupport: this.allowAccessibilitySupport,
      allowAssemblyDocument: this.allowAssemblyDocument,
      allowPrintDocument: this.allowPrintDocument,
      allowFillForms: this.allowFillForms,
      allowModifyDocument: this.allowModifyDocument,
      allowContentExtraction: this.allowContentExtraction,
      allowModifyAnnotations: this.allowModifyAnnotations,
      printQuality: this.printQuality,
      async: this.async,
      profiles: this.profiles,
      name: this.name,
      expiration: this.expiration,
    };
    const endpoint = "/pdf/security/add";
    const response = await this.app.genericRequest(
      $,
      payload,
      endpoint,
    );
    $.export("$summary", `Successfully added security, from: ${this.url}`);
    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
PDF.co	`app`	`app`	This component uses the PDF.co app.
Async	`async`	`boolean`	Runs processing asynchronously. Returns JobId.
Name	`name`	`string`	File name for generated output.
Expiration	`expiration`	`integer`	Output link expiration in minutes. Default is 60 (i.e. 60 minutes or 1 hour).
Profiles	`profiles`	`any`	Use this parameter to set additional configuration for fine tuning and extra options. Explore PDF.co for profile examples.
URL	`url`	`string`	URL to the source file. Supports links from Google Drive, Dropbox and from built-in PDF.co files storage.
Owner Password	`ownerPassword`	`string`	The main owner password that is used for documents encryption and for setting/removing restrictions.
Encryption Algorithm	`encryptionAlgorithm`	`string`	Select a value from the drop down menu:`RC4_40bitRC4_128bitAES_128bitAES_256bit`
User Password	`userPassword`	`string`	The optional user password will be asked for viewing and printing document.

Action Authentication#

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