← Salesforce (REST API) + Python integrations

Run Python Code with Python API on New Updated Field on Record (of Selectable Type) from Salesforce (REST API) API

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Trigger workflow on
New Updated Field on Record (of Selectable Type) from the Salesforce (REST API) API
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Run Python Code with the Python API
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Getting Started

This integration creates a workflow with a Salesforce (REST API) trigger and Python 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 New Updated Field on Record (of Selectable Type) trigger
    1. Connect your Salesforce (REST API) account
    2. Configure timer
    3. Select a Object Type
    4. Select a Field
    5. Optional- Configure Field Updated to
  3. Configure the Run Python Code action
    1. Connect your Python account
  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 (at regular intervals) when a field of your choosing is updated on any record of a specified Salesforce object. Field history tracking must be enabled for the chosen field. See the docs on [field history tracking](https://sforce.co/3mtj0rF) and [history objects](https://sforce.co/3Fn4lWB) for more information.
Version:0.1.11
Key:salesforce_rest_api-updated-field-on-record

Trigger Code

import words from "lodash/words.js";
import common from "../common.mjs";

const { salesforce } = common.props;

/**
 * Uses the Salesforce REST API's [sObject Get Updated endpoint](https://sforce.co/3yPSJZy) on the
 * [StandardObjectNamedHistory model](https://sforce.co/3Fn4lWB) to get changes to field values of
 * an sObject type. Associated sObject records are retrieved and emitted for history object records
 * matching configured `field` and `fieldUpdatedTo` prop values.
 */
export default {
  ...common,
  dedupe: "greatest",
  type: "source",
  name: "New Updated Field on Record (of Selectable Type)",
  key: "salesforce_rest_api-updated-field-on-record",
  description: "Emit new event (at regular intervals) when a field of your choosing is updated on any record of a specified Salesforce object. Field history tracking must be enabled for the chosen field. See the docs on [field history tracking](https://sforce.co/3mtj0rF) and [history objects](https://sforce.co/3Fn4lWB) for more information.",
  version: "0.1.11",
  props: {
    ...common.props,
    objectType: {
      type: common.props.objectType.type,
      label: common.props.objectType.label,
      description: common.props.objectType.description,
      propDefinition: [
        salesforce,
        "objectType",
        () => ({
          filter: ({
            replicateable,
            associateEntityType,
          }) => replicateable && associateEntityType === "History",
          mapper: ({ associateParentEntity: value }) => words(value).join(" "),
        }),
      ],
    },
    field: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
    },
    fieldUpdatedTo: {
      propDefinition: [
        salesforce,
        "fieldUpdatedTo",
      ],
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      const {
        objectType,
        getObjectTypeDescription,
        setHistoryObjectType,
        setObjectTypeColumns,
      } = this;

      await common.hooks.activate.call(this);

      const historyObjectType = `${objectType}History`;

      const { fields } = await getObjectTypeDescription(historyObjectType);
      const columns = fields.map(({ name }) => name);

      setHistoryObjectType(historyObjectType);
      setObjectTypeColumns(columns);
    },
  },
  methods: {
    ...common.methods,
    getHistoryObjectType() {
      return this.db.get("historyObjectType");
    },
    setHistoryObjectType(historyObjectType) {
      this.db.set("historyObjectType", historyObjectType);
    },
    isRelevant(item) {
      const {
        field,
        fieldUpdatedTo,
      } = this;

      const isFieldRelevant =
        item.Field === field
        || item.Field === `${item.DataType}${field}`;

      const isFieldValueRelevant =
        !fieldUpdatedTo
        || item.NewValue === fieldUpdatedTo;

      return isFieldRelevant && isFieldValueRelevant;
    },
    generateMeta(event) {
      const {
        objectType,
        field,
      } = this;

      const {
        CreatedDate: createdDate,
        Id: id,
        [`${objectType}Id`]: objectId,
      } = event;

      const ts = Date.parse(createdDate);
      return {
        id: `${id}-${ts}`,
        summary: `${field} on ${objectType}: ${objectId}`,
        ts,
      };
    },
    async processEvent({
      startTimestamp, endTimestamp,
    }) {
      const {
        getHistoryObjectType,
        getObjectTypeColumns,
        setLatestDateCovered,
        isRelevant,
        paginate,
        generateMeta,
        $emit: emit,
      } = this;

      const objectType = getHistoryObjectType();
      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()
        .filter(isRelevant)
        .forEach((event) => {
          const meta = generateMeta(event);
          emit(event, meta);
        });
    },
  },
};

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
Salesforce (REST API)salesforceappThis component uses the Salesforce (REST API) app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Object TypeobjectTypestringSelect a value from the drop down menu.
FieldfieldstringSelect a value from the drop down menu.
Field Updated tofieldUpdatedTostring

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 (REST API) uses OAuth authentication. When you connect your Salesforce (REST API) account, Pipedream will open a popup window where you can sign into Salesforce (REST API) 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 (REST API) API.

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

About Salesforce (REST API)

Web services API for interacting with Salesforce

Action

Description:Write Python and use any of the 350k+ PyPi packages available. Refer to the [Pipedream Python docs](https://pipedream.com/docs/code/python) to learn more.
Version:0.0.2
Key:python-run-python-code

Python Overview

Python API on Pipedream offers developers to build or automate a variety of
tasks from their web and cloud apps. With the Python API, users are able to
create comprehensive and flexible scripts, compose and manage environment
variables, and configure resources to perform a range of functions.

By using Pipedream, you can easily:

  • Create automated workflows that run on a specific schedule
  • Compose workflows across various apps and services
  • React to events in cloud services or form data
  • Automatically create content and notifications
  • Construct classifications and predictions
  • Analyze and react to sentiment, sentiment analysis and sentiment score
  • Connect backends to the frontend with serverless functions
  • Work with files and databases
  • Perform web requests and fetch data
  • Integrate third-party APIs into your apps
  • Orchestrate data processing tasks and pipelines
  • Create powerful application APIs with authentication and authorization
  • Design CI/CD pipelines and Continuous Delivery services
  • Connect databases like MongoDB and MySQL
  • Monitor connections and events
  • Generate alerts and notifications for corresponding events

Action Code

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

export default {
  name: "Run Python Code",
  version: "0.0.2",
  key: "python-run-python-code",
  description: "Write Python and use any of the 350k+ PyPi packages available. Refer to the [Pipedream Python docs](https://pipedream.com/docs/code/python) to learn more.",
  props: {
    python,
  },
  type: "action",
  methods: {},
  async run({
    steps, $,
  }) {
    // Placeholder action for Python code app
  },
};

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
PythonpythonappThis component uses the Python app.

Action Authentication

The Python API does not require authentication.

About Python

Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.

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