Issue Credential with Certifier 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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Issue Credential with the Certifier API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Certifier 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
Configure the Issue Credential action
1. Connect your Certifier account
2. Select a Group ID
3. Configure Recipient Name
4. Configure Recipient Email
5. Configure Issue Credential
6. Configure Send Credential
7. Optional- Configure Issue Date
8. Optional- Configure Expiry Date
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:0.1.0

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: "0.1.0",
  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}`;
      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}`;
      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;

      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.

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#

Issue Credential on Certifier

Description:Create, issue and send a credential to a recipient. [See the documentation](https://developers.certifier.io/reference/create-issue-send-a-credential)

Version:0.0.2

Key:certifier-issue-credential

View on GitHub

Certifier Overview#

Certifier is a comprehensive SaaS platform that streamlines and automates the process of issuing and managing digital credentials. With its intuitive API, Certifier allows organizations to effortlessly generate, distribute, and monitor credentials, enhancing efficiency, security, and compliance in a variety of industries.

Action Code#

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

export default {
  name: "Issue Credential",
  version: "0.0.2",
  key: "certifier-issue-credential",
  description:
    "Create, issue and send a credential to a recipient. [See the documentation](https://developers.certifier.io/reference/create-issue-send-a-credential)",
  props: {
    certifier,
    groupId: {
      propDefinition: [
        certifier,
        "groupId",
      ],
      // reloadProps is used so that customAttributes can be loaded
      // However, note that in the Certifier app custom attributes
      // are defined on a workspace level, not group
      reloadProps: true,
    },
    recipientName: {
      propDefinition: [
        certifier,
        "recipientName",
      ],
    },
    recipientEmail: {
      propDefinition: [
        certifier,
        "recipientEmail",
      ],
    },
    issueCredential: {
      propDefinition: [
        certifier,
        "issueCredential",
      ],
    },
    sendCredential: {
      propDefinition: [
        certifier,
        "sendCredential",
      ],
    },
    issueDate: {
      propDefinition: [
        certifier,
        "issueDate",
      ],
    },
    expiryDate: {
      propDefinition: [
        certifier,
        "expiryDate",
      ],
    },
  },
  async additionalProps() {
    const attributes = await this.certifier.searchAttributes();
    return attributes
      .filter((attribute) => !attribute.isDefault)
      .reduce(
        (acc, attribute) => ({
          ...acc,
          [attribute.tag]: {
            type: "string",
            label: `Custom Attribute: ${attribute.name}`,
            optional: true,
          },
        }),
        {},
      );
  },
  type: "action",
  methods: {},
  async run({ $ }) {
    const {
      certifier,
      groupId,
      recipientName,
      recipientEmail,
      issueCredential,
      sendCredential,
      issueDate,
      expiryDate,
    } = this;

    const customAttributes = Object.fromEntries(
      Object.entries(this).filter(([
        key,
      ]) => key.startsWith("custom.")),
    );

    let response = await certifier.createCredential({
      $,
      data: {
        groupId: groupId,
        recipient: {
          email: recipientEmail,
          name: recipientName,
        },
        customAttributes,
        ...(issueDate && {
          issueDate,
        }),
        ...(expiryDate && {
          expiryDate,
        }),
      },
    });

    console.log(`Successfully created credential with ID \`${response.id}\`.`);

    if (issueCredential) {
      response = await certifier.issueCredential(response.id, {
        $,
      });

      console.log(`Successfully issued credential with ID \`${response.id}\`.`);

      if (sendCredential) {
        response = await certifier.sendCredential(response.id, {
          $,
          data: {
            deliveryMethod: "email",
          },
        });

        console.log(`Successfully sent credential with ID \`${response.id}\`.`);
      }
    }

    $.export(
      "$summary",
      `Successfully created credential for ${response.recipient.name}`,
    );

    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
Certifier	`certifier`	`app`	This component uses the Certifier app.
Group ID	`groupId`	`string`	Select a value from the drop down menu.
Recipient Name	`recipientName`	`string`	The name of the credential’s recipient.
Recipient Email	`recipientEmail`	`string`	The email of the credential’s recipient.
Issue Credential	`issueCredential`	`boolean`	Whether to issue a credential (`true`) or create a draft (`false`) when the workflow is triggered (default `true`).
Send Credential	`sendCredential`	`boolean`	Whether to send a credential to a recipient via email (`true`) or not (`false`) when the workflow is triggered (default is `true`). This step is only applicable if "Issue Credential" is set to `true`.
Issue Date	`issueDate`	`string`	The date (in `YYYY-MM-DD` format) of your credential's issuance (by default this field is set to the day when the workflow is triggered).
Expiry Date	`expiryDate`	`string`	The date (in `YYYY-MM-DD` format) of your credential's expiration. If not provided, expiry date from the group settings will be used (by default this field is empty).

Action Authentication#

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

About Certifier#

Certifier is an award-winning digital credentialing platform trusted by over 1000 companies and organizations. Seamlessly create, issue, manage, and track certificates and badges to enhance participant engagement and recognition across educational programs, events, and training sessions.

More Ways to Connect Certifier + Salesforce#

Other Popular Integrations#

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Issue Credential with Certifier API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Certifier, Salesforce and 2,200+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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