Update Dataset with V7 Darwin 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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Update Dataset with the V7 Darwin API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and V7 Darwin 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
4. Optional- Select one or more Fields to Obtain
Configure the Update Dataset action
1. Connect your V7 Darwin account
2. Select a Dataset ID
3. Configure Annotators Can Create Tags
4. Configure Annotators Can Instantiate Workflows
5. Configure Anyone Can Double Assign
6. Configure Instructions
7. Configure Name
8. Configure Public
9. Configure Reviewers Can Annotate
10. Select a Work Prioritization
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:0.2.0

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: "0.2.0",
  props: {
    ...common.props,
    fieldsToObtain: {
      propDefinition: [
        common.props.salesforce,
        "fieldsToObtain",
        (c) => ({
          objType: c.objectType,
        }),
      ],
      optional: true,
      description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.",
    },
  },
  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 ?? id}`;
      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 ?? id}`;
      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;

      let columns = this.fieldsToObtain;
      if (!columns?.length) {
        const { fields } = await getObjectTypeDescription(objectType);
        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 Obtain	`fieldsToObtain`	`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#

Update Dataset on V7 Darwin

Description:Update a dataset with the specified ID. [See the documentation](https://docs.v7labs.com/reference/update-dataset)

Version:0.0.1

Key:v7_darwin-update-dataset

View on GitHub

Action Code#

import app from "../../v7_darwin.app.mjs";

export default {
  key: "v7_darwin-update-dataset",
  name: "Update Dataset",
  description: "Update a dataset with the specified ID. [See the documentation](https://docs.v7labs.com/reference/update-dataset)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    id: {
      propDefinition: [
        app,
        "id",
      ],
    },
    annotatorsCanCreateTags: {
      propDefinition: [
        app,
        "annotatorsCanCreateTags",
      ],
    },
    annotatorsCanInstantiateWorkflows: {
      propDefinition: [
        app,
        "annotatorsCanInstantiateWorkflows",
      ],
    },
    anyoneCanDoubleAssign: {
      propDefinition: [
        app,
        "anyoneCanDoubleAssign",
      ],
    },
    instructions: {
      propDefinition: [
        app,
        "instructions",
      ],
    },
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    public: {
      propDefinition: [
        app,
        "public",
      ],
    },
    reviewersCanAnnotate: {
      propDefinition: [
        app,
        "reviewersCanAnnotate",
      ],
    },
    workPrioritization: {
      propDefinition: [
        app,
        "workPrioritization",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.app.updateDataset({
      $,
      id: this.id,
      data: {
        annotators_can_create_tags: this.annotatorsCanCreateTags,
        annotators_can_instantiate_workflows: this.annotatorsCanInstantiateWorkflows,
        anyone_can_double_assign: this.anyoneCanDoubleAssign,
        instructions: this.instructions,
        name: this.name,
        public: this.public,
        reviewers_can_annotate: this.reviewersCanAnnotate,
        work_prioritization: this.workPrioritization,
      },
    });

    $.export("$summary", `Successfully updated Dataset with ID: '${this.id}'`);

    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
V7 Darwin	`app`	`app`	This component uses the V7 Darwin app.
Dataset ID	`id`	`string`	Select a value from the drop down menu.
Annotators Can Create Tags	`annotatorsCanCreateTags`	`boolean`	Flag to specify whether annotators are allowed to create tags for the specified dataset
Annotators Can Instantiate Workflows	`annotatorsCanInstantiateWorkflows`	`boolean`	Flag to specify whether annotators can get assigned items in 'new' status
Anyone Can Double Assign	`anyoneCanDoubleAssign`	`boolean`	Flag to specify whether users can be assigned to different stages in the same workflow
Instructions	`instructions`	`string`	Dataset instructions for annotators
Name	`name`	`string`	The name of the new dataset
Public	`public`	`boolean`	Flag to specify whether the dataset should be publicly accessible
Reviewers Can Annotate	`reviewersCanAnnotate`	`boolean`	Flag to specify whether reviewers are allowed to create annotations in review stages
Work Prioritization	`workPrioritization`	`string`	Select a value from the drop down menu:`priority:ascpriority:descinserted_at:ascinserted_at:asc`

Action Authentication#

V7 Darwin uses API keys for authentication. When you connect your V7 Darwin account, Pipedream securely stores the keys so you can easily authenticate to V7 Darwin APIs in both code and no-code steps.