Create Order with Remote Retrieval API on New Record (Instant, of Selectable Type) from Salesforce API

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

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Create Order with the Remote Retrieval API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Remote Retrieval 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 (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Optional- Select one or more Fields to Obtain
Configure the Create Order action
1. Connect your Remote Retrieval account
2. Select a Type of Equipment
3. Select a Order Type
4. Configure Employee Email
5. Configure Employee Name
6. Configure Employee Address Line 1
7. Optional- Configure Employee Address Line 2
8. Configure Employee City
9. Configure Employee State
10. Configure Employee Country
11. Configure Employee Zip
12. Configure Employee Phone
13. Configure Return Person Name
14. Configure Return Company Name
15. Configure Return Address Line 1
16. Optional- Configure Return Address Line 2
17. Configure Return Address City
18. Configure Return Address State
19. Configure Return Address Country
20. Configure Return Address Zip
21. Configure Company Email
22. Configure Company Phone
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 (Instant, of Selectable Type) on Salesforce

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

Version:0.2.0

Key:salesforce_rest_api-new-record-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 Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-new-record-instant",
  description: "Emit new event when a record of the selected object type is created. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fieldsToObtain: {
      propDefinition: [
        common.props.salesforce,
        "fieldsToObtain",
        (c) => ({
          objType: c.objectType,
        }),
      ],
      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.",
    },
  },
  hooks: {
    ...common.hooks,
    async deploy() {
      const objectType = this.objectType;
      const nameField = await this.salesforce.getNameFieldForObjectType(objectType);
      this.setNameField(nameField);

      // emit historical events
      const { recentItems } = await this.salesforce.listSObjectTypeIds(objectType);
      const ids = recentItems.map((item) => item.Id);
      for (const id of ids.slice(-25)) {
        const object = await this.salesforce.getSObject(objectType, id);
        const event = {
          body: {
            "New": object,
            "UserId": id,
          },
        };
        this.processWebhookEvent(event);
      }
    },
  },
  methods: {
    ...common.methods,
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        CreatedDate: createdDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType).toLowerCase();
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "new";
    },
    async processTimerEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateTimerMeta,
        $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 = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      let columns = this.fieldsToObtain;
      if (!columns?.length) {
        const { fields } = await getObjectTypeDescription(objectType);
        columns = fields.map(({ name }) => name);
      }

      setObjectTypeColumns(columns);
    },
  },
};

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.
Fields to Obtain	`fieldsToObtain`	`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#

Create Order on Remote Retrieval

Description:Create order in Remote Retrieval. [See the documentation](https://www.remoteretrieval.com/api-integration/#create-order)

Version:0.0.2

Key:remote_retrieval-create-order

View on GitHub

Remote Retrieval Overview#

The Remote-Retriever API is tailored for automating the retrieval of contact information, enhancing your CRM data, or developing lead generation tools. By integrating it with Pipedream, you can efficiently extract valuable data and automate workflows for marketing, sales, or customer support. Pipedream’s serverless platform allows you to connect Retriever with numerous other apps, triggering actions based on new data, or updating systems instantly.

Action Code#

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

export default {
  key: "remote_retrieval-create-order",
  name: "Create Order",
  description: "Create order in Remote Retrieval. [See the documentation](https://www.remoteretrieval.com/api-integration/#create-order)",
  version: "0.0.2",
  type: "action",
  props: {
    app,
    typeOfEquipment: {
      propDefinition: [
        app,
        "typeOfEquipment",
      ],
    },
    orderType: {
      propDefinition: [
        app,
        "orderType",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    addressLine1: {
      propDefinition: [
        app,
        "addressLine1",
      ],
    },
    addressLine2: {
      propDefinition: [
        app,
        "addressLine2",
      ],
    },
    addressCity: {
      propDefinition: [
        app,
        "addressCity",
      ],
    },
    addressState: {
      propDefinition: [
        app,
        "addressState",
      ],
    },
    addressCountry: {
      propDefinition: [
        app,
        "addressCountry",
      ],
    },
    addressZip: {
      propDefinition: [
        app,
        "addressZip",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
    returnPersonName: {
      propDefinition: [
        app,
        "returnPersonName",
      ],
    },
    returnCompanyName: {
      propDefinition: [
        app,
        "returnCompanyName",
      ],
    },
    returnAddressLine1: {
      propDefinition: [
        app,
        "returnAddressLine1",
      ],
    },
    returnAddressLine2: {
      propDefinition: [
        app,
        "returnAddressLine2",
      ],
    },
    returnAddressCity: {
      propDefinition: [
        app,
        "returnAddressCity",
      ],
    },
    returnAddressState: {
      propDefinition: [
        app,
        "returnAddressState",
      ],
    },
    returnAddressCountry: {
      propDefinition: [
        app,
        "returnAddressCountry",
      ],
    },
    returnAddressZip: {
      propDefinition: [
        app,
        "returnAddressZip",
      ],
    },
    companyEmail: {
      propDefinition: [
        app,
        "companyEmail",
      ],
    },
    companyPhone: {
      propDefinition: [
        app,
        "companyPhone",
      ],
    },
  },

  async run({ $ }) {
    const response = await this.app.createOrder({
      $,
      data: {
        orders: [
          {
            type_of_equipment: this.typeOfEquipment,
            order_type: this.orderType,
            employee_info: {
              email: this.email,
              name: this.name,
              address_line_1: this.addressLine1,
              address_line_2: this.addressLine2 || "",
              address_city: this.addressCity,
              address_state: this.addressState,
              address_country: this.addressCountry,
              address_zip: this.addressZip,
              phone: this.phone,
            },
            company_info: {
              return_person_name: this.returnPersonName,
              return_company_name: this.returnCompanyName,
              return_address_line_1: this.returnAddressLine1,
              return_address_line_2: this.returnAddressLine2 || "",
              return_address_city: this.returnAddressCity,
              return_address_state: this.returnAddressState,
              return_address_country: this.returnAddressCountry,
              return_address_zip: this.returnAddressZip,
              email: this.companyEmail,
              phone: this.companyPhone,
            },
          },
        ],
      },
    });
    $.export("$summary", "Successfully created order");
    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
Remote Retrieval	`app`	`app`	This component uses the Remote Retrieval app.
Type of Equipment	`typeOfEquipment`	`string`	Select a value from the drop down menu:`LaptopMonitor`
Order Type	`orderType`	`string`	Select a value from the drop down menu:`Return To CompanySell this Equipment`
Employee Email	`email`	`string`	Employee email address
Employee Name	`name`	`string`	Employee full name
Employee Address Line 1	`addressLine1`	`string`	Employee Address in line 1
Employee Address Line 2	`addressLine2`	`string`	Employee Address in line 2, it is not a mandatory field
Employee City	`addressCity`	`string`	Employee city
Employee State	`addressState`	`string`	Employee state
Employee Country	`addressCountry`	`string`	Employee country
Employee Zip	`addressZip`	`string`	Employee zip
Employee Phone	`phone`	`string`	Employee phone
Return Person Name	`returnPersonName`	`string`	Company person name
Return Company Name	`returnCompanyName`	`string`	Company name
Return Address Line 1	`returnAddressLine1`	`string`	Company address in line 1
Return Address Line 2	`returnAddressLine2`	`string`	Company address in line 2, it is not a mandatory field
Return Address City	`returnAddressCity`	`string`	Company city
Return Address State	`returnAddressState`	`string`	Company state
Return Address Country	`returnAddressCountry`	`string`	Company country
Return Address Zip	`returnAddressZip`	`string`	Company zip
Company Email	`companyEmail`	`string`	Company email
Company Phone	`companyPhone`	`string`	Company phone

Action Authentication#

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