← Salesforce + Amplitude integrations

Send Event Data with Amplitude 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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Send Event Data with the Amplitude API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Amplitude 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 Record (Instant, of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Send Event Data action
    1. Connect your Amplitude account
    2. Configure User ID
    3. Configure Device ID
    4. Configure Event Type
    5. Optional- Configure Time
    6. Optional- Configure Event Properties
    7. Optional- Configure User Properties
    8. Optional- Configure Groups
    9. Optional- Configure Group Properties
    10. Optional- Configure Skip User Properties Sync
    11. Optional- Configure App Version
    12. Optional- Configure Platform
    13. Optional- Configure OS Name
    14. Optional- Configure OS Version
    15. Optional- Configure Device Brand
    16. Optional- Configure Device Manufacturer
    17. Optional- Configure Device Model
    18. Optional- Configure Carrier
    19. Optional- Configure Country
    20. Optional- Configure Region
    21. Optional- Configure City
    22. Optional- Configure DMA
    23. Optional- Configure Language
    24. Optional- Configure Price
    25. Optional- Configure Quantity
    26. Optional- Configure Revenue
    27. Optional- Configure Product ID
    28. Optional- Configure Revenue Type
    29. Optional- Configure Location Latitude
    30. Optional- Configure Location Longitude
    31. Optional- Configure IP
    32. Optional- Configure IDFA
    33. Optional- Configure IDFV
    34. Optional- Configure ADID
    35. Optional- Configure Android ID
    36. Optional- Configure Event ID
    37. Optional- Configure Session ID
    38. Optional- Configure Insert ID
    39. Optional- Configure Plan
  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 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

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.
LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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 TypeobjectTypestringSelect 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

Description:Sends user event data to Amplitude for analytics. [See the documentation](https://www.docs.developers.amplitude.com/analytics/apis/http-v2-api/#keys-for-the-event-argument)
Version:0.0.1
Key:amplitude-send-event-data

Amplitude Overview

The Amplitude API empowers you to sync and analyze product data within Amplitude's analytics platform. With Pipedream, you can automate interactions with the Amplitude API to create complex workflows. Send event and user data, query metrics, and automate cohort analysis, which can streamline your data science and product development processes. Integrating Amplitude with Pipedream allows you to connect this data to hundreds of other services for enhanced analytics, marketing automation, and personalized customer experiences.

Action Code

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

export default {
  key: "amplitude-send-event-data",
  name: "Send Event Data",
  description: "Sends user event data to Amplitude for analytics. [See the documentation](https://www.docs.developers.amplitude.com/analytics/apis/http-v2-api/#keys-for-the-event-argument)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    userId: {
      type: "string",
      label: "User ID",
      description: "A unique identifier for a user.",
    },
    deviceId: {
      type: "string",
      label: "Device ID",
      description: "A unique identifier for a device.",
    },
    eventType: {
      type: "string",
      label: "Event Type",
      description: "The type of event being sent.",
    },
    time: {
      type: "integer",
      label: "Time",
      description: "The time the event occurred in milliseconds since epoch.",
      optional: true,
    },
    eventProperties: {
      type: "object",
      label: "Event Properties",
      description: "A dictionary of key-value pairs that represent additional data to be sent along with the event.",
      optional: true,
    },
    userProperties: {
      type: "object",
      label: "User Properties",
      description: "A dictionary of key-value pairs that represent additional data tied to the user.",
      optional: true,
    },
    groups: {
      type: "object",
      label: "Groups",
      description: "Dictionary of key-value pairs that represent groups to associate with the user.",
      optional: true,
    },
    groupProperties: {
      type: "object",
      label: "Group Properties",
      description: "Dictionary of key-value pairs that represent additional data tied to the groups.",
      optional: true,
    },
    skipUserPropertiesSync: {
      type: "boolean",
      label: "Skip User Properties Sync",
      description: "If true, user property operations in the same event are not applied to the user.",
      optional: true,
    },
    appVersion: {
      type: "string",
      label: "App Version",
      description: "The version of the application.",
      optional: true,
    },
    platform: {
      type: "string",
      label: "Platform",
      description: "The platform the user is on.",
      optional: true,
    },
    osName: {
      type: "string",
      label: "OS Name",
      description: "The name of the operating system the user is using.",
      optional: true,
    },
    osVersion: {
      type: "string",
      label: "OS Version",
      description: "The version of the operating system the user is using.",
      optional: true,
    },
    deviceBrand: {
      type: "string",
      label: "Device Brand",
      description: "The brand of the device the user is using.",
      optional: true,
    },
    deviceManufacturer: {
      type: "string",
      label: "Device Manufacturer",
      description: "The manufacturer of the device the user is using.",
      optional: true,
    },
    deviceModel: {
      type: "string",
      label: "Device Model",
      description: "The model of the device the user is using.",
      optional: true,
    },
    carrier: {
      type: "string",
      label: "Carrier",
      description: "The carrier the user is using.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The country of the user.",
      optional: true,
    },
    region: {
      type: "string",
      label: "Region",
      description: "The region of the user.",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The city of the user.",
      optional: true,
    },
    dma: {
      type: "string",
      label: "DMA",
      description: "The designated market area of the user.",
      optional: true,
    },
    language: {
      type: "string",
      label: "Language",
      description: "The language set by the user.",
      optional: true,
    },
    price: {
      type: "string",
      label: "Price",
      description: "The price of the product.",
      optional: true,
    },
    quantity: {
      type: "integer",
      label: "Quantity",
      description: "The quantity of the product.",
      optional: true,
    },
    revenue: {
      type: "string",
      label: "Revenue",
      description: "The revenue from the product.",
      optional: true,
    },
    productId: {
      type: "string",
      label: "Product ID",
      description: "The ID of the product.",
      optional: true,
    },
    revenueType: {
      type: "string",
      label: "Revenue Type",
      description: "The type of revenue.",
      optional: true,
    },
    locationLat: {
      type: "string",
      label: "Location Latitude",
      description: "The latitude of the user's location.",
      optional: true,
    },
    locationLng: {
      type: "string",
      label: "Location Longitude",
      description: "The longitude of the user's location.",
      optional: true,
    },
    ip: {
      type: "string",
      label: "IP",
      description: "The IP address of the user.",
      optional: true,
    },
    idfa: {
      type: "string",
      label: "IDFA",
      description: "Identifier for Advertisers.",
      optional: true,
    },
    idfv: {
      type: "string",
      label: "IDFV",
      description: "Identifier for Vendors.",
      optional: true,
    },
    adid: {
      type: "string",
      label: "ADID",
      description: "Google Play Advertising ID.",
      optional: true,
    },
    androidId: {
      type: "string",
      label: "Android ID",
      description: "Android ID.",
      optional: true,
    },
    eventId: {
      type: "integer",
      label: "Event ID",
      description: "A unique identifier for the event.",
      optional: true,
    },
    sessionId: {
      type: "integer",
      label: "Session ID",
      description: "A unique identifier for the session.",
      optional: true,
    },
    insertId: {
      type: "string",
      label: "Insert ID",
      description: "A unique identifier for the event that is used for deduplication.",
      optional: true,
    },
    plan: {
      type: "object",
      label: "Plan",
      description: "Dictionary of key-value pairs that represent the plan.",
      optional: true,
      default: {
        branch: "",
        source: "",
        version: "",
      },
    },
  },
  async run({ $ }) {
    const eventData = {
      user_id: this.userId,
      device_id: this.deviceId,
      event_type: this.eventType,
      time: this.time,
      event_properties: this.eventProperties,
      user_properties: this.userProperties,
      groups: this.groups,
      group_properties: this.groupProperties,
      $skip_user_properties_sync: this.skipUserPropertiesSync,
      app_version: this.appVersion,
      platform: this.platform,
      os_name: this.osName,
      os_version: this.osVersion,
      device_brand: this.deviceBrand,
      device_manufacturer: this.deviceManufacturer,
      device_model: this.deviceModel,
      carrier: this.carrier,
      country: this.country,
      region: this.region,
      city: this.city,
      dma: this.dma,
      language: this.language,
      price: this.price,
      quantity: this.quantity,
      revenue: this.revenue,
      productId: this.productId,
      revenueType: this.revenueType,
      location_lat: this.locationLat,
      location_lng: this.locationLng,
      ip: this.ip,
      idfa: this.idfa,
      idfv: this.idfv,
      adid: this.adid,
      android_id: this.androidId,
      event_id: this.eventId,
      session_id: this.sessionId,
      insert_id: this.insertId,
      plan: this.plan,
    };

    const response = await this.app.sendEventData({
      $,
      data: {
        events: [
          eventData,
        ],
      },
    });

    $.export("$summary", "Successfully sent new event data");
    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.

LabelPropTypeDescription
AmplitudeappappThis component uses the Amplitude app.
User IDuserIdstring

A unique identifier for a user.

Device IDdeviceIdstring

A unique identifier for a device.

Event TypeeventTypestring

The type of event being sent.

Timetimeinteger

The time the event occurred in milliseconds since epoch.

Event PropertieseventPropertiesobject

A dictionary of key-value pairs that represent additional data to be sent along with the event.

User PropertiesuserPropertiesobject

A dictionary of key-value pairs that represent additional data tied to the user.

Groupsgroupsobject

Dictionary of key-value pairs that represent groups to associate with the user.

Group PropertiesgroupPropertiesobject

Dictionary of key-value pairs that represent additional data tied to the groups.

Skip User Properties SyncskipUserPropertiesSyncboolean

If true, user property operations in the same event are not applied to the user.

App VersionappVersionstring

The version of the application.

Platformplatformstring

The platform the user is on.

OS NameosNamestring

The name of the operating system the user is using.

OS VersionosVersionstring

The version of the operating system the user is using.

Device BranddeviceBrandstring

The brand of the device the user is using.

Device ManufacturerdeviceManufacturerstring

The manufacturer of the device the user is using.

Device ModeldeviceModelstring

The model of the device the user is using.

Carriercarrierstring

The carrier the user is using.

Countrycountrystring

The country of the user.

Regionregionstring

The region of the user.

Citycitystring

The city of the user.

DMAdmastring

The designated market area of the user.

Languagelanguagestring

The language set by the user.

Pricepricestring

The price of the product.

Quantityquantityinteger

The quantity of the product.

Revenuerevenuestring

The revenue from the product.

Product IDproductIdstring

The ID of the product.

Revenue TyperevenueTypestring

The type of revenue.

Location LatitudelocationLatstring

The latitude of the user's location.

Location LongitudelocationLngstring

The longitude of the user's location.

IPipstring

The IP address of the user.

IDFAidfastring

Identifier for Advertisers.

IDFVidfvstring

Identifier for Vendors.

ADIDadidstring

Google Play Advertising ID.

Android IDandroidIdstring

Android ID.

Event IDeventIdinteger

A unique identifier for the event.

Session IDsessionIdinteger

A unique identifier for the session.

Insert IDinsertIdstring

A unique identifier for the event that is used for deduplication.

Planplanobject

Dictionary of key-value pairs that represent the plan.

Action Authentication

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

To retrieve your API keys,

  • Navigate to your Amplitude account and sign in
  • In the Amplitude Analytics web app, click Settings in the lower left navigation.
  • Click Projects, then find your target project.
  • On the General tab, copy your API key and secret key.

Please select your region; for EU data residency, the project must be set up inside Amplitude EU.

About Amplitude

Build better products by turning your user data into meaningful insights, using Amplitude's digital analytics platform and experimentation tools.

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