Create Report By Advertiser Account with LinkedIn Ads API on New Updated Record (Instant, of Selectable Type) from Salesforce API

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

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Create Report By Advertiser Account with the LinkedIn Ads API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and LinkedIn Ads 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 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 Watch
Configure the Create Report By Advertiser Account action
1. Connect your LinkedIn Ads account
2. Configure Start Year
3. Select a Time Granularity
4. Select a Ad Account Id
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 Record (Instant, of Selectable Type) on Salesforce

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

Version:0.2.0

Key:salesforce_rest_api-record-updated-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";
import constants from "../../common/constants.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-updated-instant",
  description: "Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
      label: "Fields To Watch",
      type: "string[]",
      optional: true,
      description: "If specified, events will only be emitted if at least one of the selected fields is updated. This filter is only available when a webhook is created successfully.",
    },
  },
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;

      const {
        LastModifiedDate: lastModifiedDate,
        [fieldName]: name,
        Id: id,
      } = item;

      const entityType = startCase(objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      return {
        id: `${id}-${ts}`,
        summary,
        ts,
      };
    },
    getEventType() {
      return "updated";
    },
    isEventRelevant(changedFields) {
      const { fields } = this;
      return fields?.length
        ? Object.keys(changedFields).some((key) => fields.includes(key))
        : true;
    },
    getChangedFields(body) {
      return Object.entries(body.New).filter(([
        key,
        value,
      ]) => {
        const oldValue = body.Old[key];
        return (
          value !== undefined
          && oldValue !== undefined
          && JSON.stringify(value) !== JSON.stringify(oldValue)
        );
      })
        .reduce((obj, [
          key,
          value,
        ]) => {
          obj[key] = {
            old: body.Old[key],
            new: value,
          };
          return obj;
        }, {});
    },
    processWebhookEvent(event) {
      const { body } = event;
      const changedFields = this.getChangedFields(body);
      if (this.isEventRelevant(changedFields)) {
        const meta = this.generateWebhookMeta(event);
        this.$emit({
          ...body,
          changedFields,
        }, meta);
      }
    },
    async processTimerEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

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

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
        dateFieldName: constants.FIELD_NAME.LAST_MODIFIED_DATE,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.LastModifiedDate) {
        const latestDateCovered = new Date(latestEvent.LastModifiedDate);
        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;

      const { fields } = await getObjectTypeDescription(objectType);
      const 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 Watch	`fields`	`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 Report By Advertiser Account on LinkedIn Ads

Description:Sample query using analytics finder that gets analytics for a particular account for date range starting in a given year. [See the docs here](https://docs.microsoft.com/en-us/linkedin/marketing/integrations/ads-reporting/ads-reporting#sample-request)

Version:0.0.4

Key:linkedin_ads-create-report-by-advertiser-account

View on GitHub

LinkedIn Ads Overview#

The LinkedIn Ads API on Pipedream enables you to automate and integrate your LinkedIn advertising efforts with other services. Fetch campaign data, manage ad accounts, or automate ad creation and adjustments. With Pipedream, you can trigger workflows with HTTP requests, emails, and on a schedule, and connect to thousands of other apps with minimal effort.

Action Code#

/* eslint-disable no-unused-vars */
import common from "../common/report.mjs";

export default {
  ...common,
  key: "linkedin_ads-create-report-by-advertiser-account",
  name: "Create Report By Advertiser Account",
  description: "Sample query using analytics finder that gets analytics for a particular account for date range starting in a given year. [See the docs here](https://docs.microsoft.com/en-us/linkedin/marketing/integrations/ads-reporting/ads-reporting#sample-request)",
  version: "0.0.4",
  type: "action",
  props: {
    ...common.props,
    startYear: {
      propDefinition: [
        common.props.app,
        "startYear",
      ],
    },
    timeGranularity: {
      propDefinition: [
        common.props.app,
        "timeGranularity",
      ],
    },
    adAccountId: {
      propDefinition: [
        common.props.app,
        "adAccountId",
      ],
    },
  },
  async run({ $ }) {
    const {
      app,
      getDateRangeParam,
      startYear,
      timeGranularity,
      adAccountId,
      getListParam,
      createReport,
    } = this;

    const response = await createReport({
      $,
      params: {
        "q": "analytics",
        "pivot": "ACCOUNT",
        "dateRange": getDateRangeParam(`${startYear}-01-01`),
        timeGranularity,
        "accounts": getListParam([
          app.getSponsoredAccountUrn(adAccountId),
        ]),
      },
    });

    $.export("$summary", "Successfully retrieved analytics");

    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
LinkedIn Ads	`app`	`app`	This component uses the LinkedIn Ads app.
Start Year	`startYear`	`string`	The inclusive start year range of analytics. This action query is set to 1st January, as the day and month of the start range of the analytics.
Time Granularity	`timeGranularity`	`string`	Select a value from the drop down menu:`ALLDAILYMONTHLYYEARLY`
Ad Account Id	`adAccountId`	`string`	Select a value from the drop down menu.

Action Authentication#

LinkedIn Ads uses OAuth authentication. When you connect your LinkedIn Ads account, Pipedream will open a popup window where you can sign into LinkedIn Ads and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any LinkedIn Ads API.

Pipedream requests the following authorization scopes when you connect your account:

r_ads_reportingrw_adsr_adsr_basicprofiler_marketing_leadgen_automationr_ads_leadgen_automationr_organization_adminrw_conversionsr_events