Delay Workflow with Delay API on New Updated Field on Record (Instant, of Selectable Type) from Salesforce API

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

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Delay Workflow with the Delay API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Delay 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 (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Select a Object Type
3. Select a Field
4. Optional- Configure Field Updated to
Configure the Delay Workflow action
1. Connect your Delay account
2. Configure Duration to delay (value)
3. Select a Duration to delay (unit)
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 (Instant, of Selectable Type) on Salesforce

Description:Emit new event immediately after a field of your choosing is updated on any record of a specified Salesforce object

Version:0.1.6

Key:salesforce_rest_api-updated-field-on-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-instant.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Field on Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-updated-field-on-record-instant",
  description: "Emit new event immediately after a field of your choosing is updated on any record of a specified Salesforce object",
  version: "0.1.6",
  props: {
    ...common.props,
    field: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
        }),
      ],
    },
    fieldUpdatedTo: {
      propDefinition: [
        salesforce,
        "fieldUpdatedTo",
      ],
    },
  },
  methods: {
    ...common.methods,
    isEventRelevant(event) {
      if (!this.fieldUpdatedTo) {
        return true;
      }
      const { New: newObject } = event.body;
      const { [this.field]: newFieldValue } = newObject;
      return !this.fieldUpdatedTo || this.fieldUpdatedTo === newFieldValue;
    },
    generateMeta(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 = `${this.field} on ${entityType}: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    processEvent(event) {
      const { body } = event;
      if (!this.isEventRelevant(event)) {
        return;
      }
      const meta = this.generateMeta(event);
      this.$emit(body, meta);
    },
    getEventType() {
      return "updated";
    },
    getFieldsToCheck() {
      return [
        this.field,
      ];
    },
  },
};

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.
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#

Delay Workflow on Delay

Description:Delay the execution of your workflow for a specific amount of time (does not count against your compute time).

Version:0.0.1

Key:delay-workflow-delay

View on GitHub

Delay Overview#

The Delay API in Pipedream is a built-in function that allows you to pause a workflow for a specified amount of time. This can be incredibly useful when you need to stagger API calls to avoid rate limits, wait for an external process to complete, or simply introduce a delay between actions in a sequence. With precision up to milliseconds, the Delay API provides a simple yet powerful tool for managing timing in automation workflows.

Action Code#

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

export default {
  name: "Delay Workflow",
  version: "0.0.1",
  key: "delay-workflow-delay",
  type: "action",
  description: "Delay the execution of your workflow for a specific amount of time (does not count against your compute time).",
  props: {
    delay,
    delayDurationValue: {
      propDefinition: [
        delay,
        "delayDurationValue",
      ],
      label: "Duration to delay (value)",
      description: "Specify a value for how long you'd like to delay your workflow.",
    },
    delayDurationUnit: {
      propDefinition: [
        delay,
        "delayDurationUnit",
      ],
      label: "Duration to delay (unit)",
      description: "Specify the time unit for delaying the workflow.",
    },
  },
  async run({ $ }) {
    const milliseconds = this.delay.convertToMilliseconds(
      this.delayDurationUnit,
      this.delayDurationValue,
    );
    const resp = await $.flow.delay(milliseconds);
    $.export(
      "$summary",
      `Successfully configured this workflow to delay for ${this.delayDurationValue} ${this.delayDurationUnit}.`,
    );
    return resp;
  },
};

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
Delay	`delay`	`app`	This component uses the Delay app.
Duration to delay (value)	`delayDurationValue`	`integer`	Specify a value for how long you'd like to delay your workflow.
Duration to delay (unit)	`delayDurationUnit`	`string`	Select a value from the drop down menu:`MillisecondsSecondsMinutesHours`

Action Authentication#

The Delay API does not require authentication.

About Delay#

Delay, pause, suspend, or have the execution of your workflow wait for as little as one millisecond, or as long as one year.

More Ways to Connect Delay + Salesforce#

Other Popular Integrations#

Delay Workflow with Delay API on New Updated Field on Record (of Selectable Type) from Salesforce API

Salesforce + Delay

Delay Workflow with Delay API on New Updated Field on Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Delay, 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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