← Salesforce + Affinda integrations

Upload Document for Parsing with Affinda API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API
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Upload Document for Parsing with the Affinda API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Affinda 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 Deleted Record (Instant, of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Upload Document for Parsing action
    1. Connect your Affinda account
    2. Select a Organization
    3. Select a Workspace
    4. Select a Collection
    5. Configure URL
    6. Optional- Configure Wait
    7. Optional- Configure Identifier
    8. Optional- Configure File Name
    9. Optional- Configure Expiry Time
    10. Optional- Configure Language
    11. Optional- Configure Reject Duplicates
    12. Optional- Configure Region Bias
    13. Optional- Configure Low Priority
  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 deleted. [See the documentation](https://sforce.co/3msDDEE)
Version:0.1.0
Key:salesforce_rest_api-record-deleted-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 Deleted Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-deleted-instant",
  description: "Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)",
  version: "0.1.0",
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { Old: oldObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = oldObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "deleted";
    },
    async processTimerEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateTimerMeta(item);
        this.$emit(item, 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
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:Uploads a document for parsing. [See docs here](https://docs.affinda.com/reference/createdocument)
Version:0.0.1
Key:affinda-upload-document-from-url

Affinda Overview

The Affinda API offers a suite of powerful tools for document analysis and extraction, enabling you to automate the processing of resumes, invoices, bank statements, and other documents. By parsing detailed information from documents, Affinda can transform unstructured data into structured, actionable insights. With Pipedream, you can integrate Affinda's capabilities into serverless workflows, connecting to hundreds of apps to automate tasks like candidate screening, financial data aggregation, or content management.

Action Code

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

export default {
  key: "affinda-upload-document-from-url",
  name: "Upload Document for Parsing",
  description: "Uploads a document for parsing. [See docs here](https://docs.affinda.com/reference/createdocument)",
  version: "0.0.1",
  type: "action",
  props: {
    affinda,
    organization: {
      propDefinition: [
        affinda,
        "organization",
      ],
    },
    workspace: {
      propDefinition: [
        affinda,
        "workspace",
        (c) => ({
          organization: c.organization,
        }),
      ],
    },
    collection: {
      propDefinition: [
        affinda,
        "collection",
        (c) => ({
          workspace: c.workspace,
        }),
      ],
    },
    url: {
      type: "string",
      label: "URL",
      description: "URL to download the document.",
    },
    wait: {
      type: "boolean",
      label: "Wait",
      description: "If `true`, will return a response only after processing has completed. If `false`, will return an empty data object which can be polled at the GET endpoint until processing is complete. Defaults to `true`.",
      optional: true,
    },
    identifier: {
      type: "string",
      label: "Identifier",
      description: "Specify a custom identifier for the document.",
      optional: true,
    },
    fileName: {
      type: "string",
      label: "File Name",
      description: "Optional filename of the file",
      optional: true,
    },
    expiryTime: {
      type: "string",
      label: "Expiry Time",
      description: "The date/time in ISO-8601 format when the document will be automatically deleted. Defaults to no expiry.",
      optional: true,
    },
    language: {
      type: "string",
      label: "Language",
      description: "Language code in ISO 639-1 format. Must specify zh-cn or zh-tw for Chinese.",
      optional: true,
    },
    rejectDuplicates: {
      type: "boolean",
      label: "Reject Duplicates",
      description: "If `true`, parsing will fail when the uploaded document is duplicate of an existing document, no credits will be consumed. If `false`, will parse the document normally whether its a duplicate or not. If not provided, will fallback to the workspace settings.",
      optional: true,
    },
    regionBias: {
      type: "object",
      label: "Region Bias",
      description: "A JSON representation of the RegionBias object. Example: `{\"country\": \"vn\"}`",
      optional: true,
    },
    lowPriority: {
      type: "boolean",
      label: "Low Priority",
      description: "Explicitly mark this document as low priority.",
      optional: true,
    },
  },
  async run({ $ }) {
    if (typeof this.regionBias === "string") {
      this.regionBias = JSON.parse(this.regionBias);
    }

    const response = await this.affinda.uploadDocument({
      $,
      data: {
        url: this.url,
        collection: this.collection,
        workspace: this.workspace,
        wait: this.wait,
        identifier: this.identifier,
        fileName: this.fileName,
        expiryTime: this.expiryTime,
        language: this.language,
        rejectDuplicates: this.rejectDuplicates,
        regionBias: this.regionBias,
        lowPriority: this.lowPriority,
      },
    });
    $.export("$summary", "Document uploaded successfully");
    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
AffindaaffindaappThis component uses the Affinda app.
OrganizationorganizationstringSelect a value from the drop down menu.
WorkspaceworkspacestringSelect a value from the drop down menu.
CollectioncollectionstringSelect a value from the drop down menu.
URLurlstring

URL to download the document.

Waitwaitboolean

If true, will return a response only after processing has completed. If false, will return an empty data object which can be polled at the GET endpoint until processing is complete. Defaults to true.

Identifieridentifierstring

Specify a custom identifier for the document.

File NamefileNamestring

Optional filename of the file

Expiry TimeexpiryTimestring

The date/time in ISO-8601 format when the document will be automatically deleted. Defaults to no expiry.

Languagelanguagestring

Language code in ISO 639-1 format. Must specify zh-cn or zh-tw for Chinese.

Reject DuplicatesrejectDuplicatesboolean

If true, parsing will fail when the uploaded document is duplicate of an existing document, no credits will be consumed. If false, will parse the document normally whether its a duplicate or not. If not provided, will fallback to the workspace settings.

Region BiasregionBiasobject

A JSON representation of the RegionBias object. Example: {"country": "vn"}

Low PrioritylowPriorityboolean

Explicitly mark this document as low priority.

Action Authentication

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

Generate and copy your API key from Account Settings.

About Affinda

Use AI to do your document processing, and free your team to do the real work

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