← Salesforce + Scrapfly integrations

AI Data Extraction with Scrapfly API on Knowledge Article Updated (Instant, of Selectable Type) from Salesforce API

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Knowledge Article Updated (Instant, of Selectable Type) from the Salesforce API
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AI Data Extraction with the Scrapfly API
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Getting Started

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

  1. Select this integration
  2. Configure the Knowledge Article Updated (Instant, of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Optional- Select one or more Fields to Obtain
  3. Configure the AI Data Extraction action
    1. Connect your Scrapfly account
    2. Configure File Path or URL
    3. Select a Content Type
    4. Configure URL
    5. Optional- Configure Charset
    6. Optional- Configure Extraction Template
    7. Optional- Configure Extraction Prompt
    8. Optional- Configure Extraction Model
    9. Optional- Configure Webhook Name
    10. Optional- Configure syncDir
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a knowledge article is updated. [See the documentation](https://sforce.co/3yPSJZy)
Version:0.0.6
Key:salesforce_rest_api-knowledge-article-updated-instant

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 common from "../common/common-updated-record.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  ...common,
  type: "source",
  name: "Knowledge Article Updated (Instant, of Selectable Type)",
  key: "salesforce_rest_api-knowledge-article-updated-instant",
  description: "Emit new event when a knowledge article is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.0.6",
  props: {
    salesforce: common.props.salesforce,
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    timer: {
      type: "$.interface.timer",
      description: "The timer is only used as a fallback if instant event delivery (webhook) is not available.",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    fieldsToObtain: {
      propDefinition: [
        common.props.salesforce,
        "fieldsToObtain",
        () => ({
          objType: "KnowledgeArticle",
        }),
      ],
      optional: true,
      description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.",
    },
  },
  methods: {
    ...common.methods,
    getObjectType() {
      return "KnowledgeArticle";
    },
  },
};

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.
LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.

Fields to ObtainfieldsToObtainstring[]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

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

Action

Description:Automate content extraction from any text-based source using AI, LLM, and custom parsing. [See the documentation](https://scrapfly.io/docs/extraction-api/getting-started)
Version:0.1.2
Key:scrapfly-ai-data-extraction

Action Code

import { ConfigurationError } from "@pipedream/platform";
import { getFileStream } from "@pipedream/platform";
import scrapfly from "../../scrapfly.app.mjs";

export default {
  key: "scrapfly-ai-data-extraction",
  name: "AI Data Extraction",
  description: "Automate content extraction from any text-based source using AI, LLM, and custom parsing. [See the documentation](https://scrapfly.io/docs/extraction-api/getting-started)",
  version: "0.1.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: true,
  },
  type: "action",
  props: {
    scrapfly,
    body: {
      propDefinition: [
        scrapfly,
        "body",
      ],
    },
    contentType: {
      propDefinition: [
        scrapfly,
        "contentType",
      ],
    },
    url: {
      propDefinition: [
        scrapfly,
        "url",
      ],
    },
    charset: {
      type: "string",
      label: "Charset",
      description: "Charset of the document pass in the body. If you are not sure, you can use the `auto` value and we will try to detect it. Bad charset can lead to bad extraction, so it's important to set it correctly. **The most common charset is `utf-8` for text document and `ascii` for binary**. The symptom of a bad charset is that the text is not correctly displayed (accent, special characters, etc).",
      default: "auto",
      optional: true,
    },
    extractionTemplate: {
      type: "string",
      label: "Extraction Template",
      description: "Define an extraction template to get structured data. Use an ephemeral template (declared on the fly on the API call) or a stored template (declared in the dashboard) by using the template name.",
      optional: true,
    },
    extractionPrompt: {
      type: "string",
      label: "Extraction Prompt",
      description: "Instruction to extract data or ask a question on the scraped content with an LLM (Large Language Model). [Must be url encoded](https://scrapfly.io/web-scraping-tools/urlencode).",
      optional: true,
    },
    extractionModel: {
      type: "string",
      label: "Extraction Model",
      description: "AI Extraction to auto parse document to get structured data. E.g., `product`, `review`, `real-estate`, `article`.",
      optional: true,
    },
    webhookName: {
      type: "string",
      label: "Webhook Name",
      description: "Queue you scrape request and redirect API response to a provided webhook endpoint. You can create a webhook endpoint from your `dashboard`, it takes the name of the webhook. Webhooks are scoped to the given project/env.",
      optional: true,
    },
    syncDir: {
      type: "dir",
      accessMode: "read",
      sync: true,
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.extractionTemplate && !this.extractionPrompt && !this.extractionModel) {
      throw new ConfigurationError("You must provide at least **Extraction Template**, **Extraction Prompt** or **Extraction Model**");
    }

    const stream = await getFileStream(this.body);
    const chunks = [];
    for await (const chunk of stream) {
      chunks.push(chunk);
    }
    const data = Buffer.concat(chunks).toString();

    const response = await this.scrapfly.automateContentExtraction({
      $,
      headers: {
        "content-type": this.contentType,
      },
      maxBodyLength: Infinity,
      params: {
        url: this.url,
        charset: this.charset,
        extraction_template: this.extractionTemplate,
        extraction_prompt: this.extractionPrompt,
        extraction_model: this.extractionModel,
        webhook_name: this.webhookName,
      },
      data,
    });

    $.export("$summary", "Successfully extracted content");
    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.

LabelPropTypeDescription
ScrapflyscrapflyappThis component uses the Scrapfly app.
File Path or URLbodystring

The file containing the content of the page you want to extract data from. The content must be in the format specified by Content Type. Provide either a file URL or a path to a file in the /tmp directory (for example, /tmp/myFile.txt)

Content TypecontentTypestringSelect a value from the drop down menu:application/jsonapplication/jsonldapplication/xmltext/plaintext/htmltext/markdowntext/csvapplication/xhtml+xml
URLurlstring

This URL is used to transform any relative URLs in the document into absolute URLs automatically. It can be either the base URL or the exact URL of the document. Must be url encoded

Charsetcharsetstring

Charset of the document pass in the body. If you are not sure, you can use the auto value and we will try to detect it. Bad charset can lead to bad extraction, so it's important to set it correctly. The most common charset is utf-8 for text document and ascii for binary. The symptom of a bad charset is that the text is not correctly displayed (accent, special characters, etc).

Extraction TemplateextractionTemplatestring

Define an extraction template to get structured data. Use an ephemeral template (declared on the fly on the API call) or a stored template (declared in the dashboard) by using the template name.

Extraction PromptextractionPromptstring

Instruction to extract data or ask a question on the scraped content with an LLM (Large Language Model). Must be url encoded

Extraction ModelextractionModelstring

AI Extraction to auto parse document to get structured data. E.g., product, review, real-estate, article.

Webhook NamewebhookNamestring

Queue you scrape request and redirect API response to a provided webhook endpoint. You can create a webhook endpoint from your dashboard, it takes the name of the webhook. Webhooks are scoped to the given project/env.

syncDirsyncDirdir

Action Authentication

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

About Scrapfly

Scrapfly Web Scraping API for developer

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