← Salesforce + SFTP (password-based auth) integrations

Upload File (Password Auth) with SFTP (password-based auth) 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 File (Password Auth) with the SFTP (password-based auth) API
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Getting Started

This integration creates a workflow with a Salesforce trigger and SFTP (password-based auth) 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 File (Password Auth) action
    1. Connect your SFTP (password-based auth) account
    2. Optional- Select a File
    3. Optional- Configure Data
    4. Configure Remote Path
  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 file or string in UTF-8 format to the SFTP server. [See the documentation](https://github.com/theophilusx/ssh2-sftp-client#org99d1b64)
Version:0.2.0
Key:sftp_password_based_auth-upload-file

SFTP (password-based auth) Overview

SFTP on Pipedream enables secure file management on remote servers directly from your workflows. Utilize this app to automate file uploads, downloads, and synchronization tasks between your systems and SFTP servers. Implement robust data pipelines or deploy content to web servers without manual intervention, all while maintaining a high level of security with password-based authentication.

Action Code

import utils from "../../common/utils.mjs";
import component from "../../../sftp/actions/upload-file/upload-file.mjs";

export default {
  ...component,
  props: utils.buildAppProps({
    component,
  }),
  key: "sftp_password_based_auth-upload-file",
  name: "Upload File (Password Auth)",
  description: "Uploads a file or string in UTF-8 format to the SFTP server. [See the documentation](https://github.com/theophilusx/ssh2-sftp-client#org99d1b64)",
  version: "0.2.0",
  type: "action",
};

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
SFTP (password-based auth)appappThis component uses the SFTP (password-based auth) app.
FilefilestringSelect a value from the drop down menu.
Datadatastring

Upload a string in UTF-8 format to the remote server.

Remote PathremotePathstring

The path on the sftp server for store the data. e.g. ./uploads/my-file.txt

Action Authentication

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

Below, enter the hostname of the SFTP server you'd like to connect to, your username, and the password you'd like to use to connect.

This app only supports password-based authentication, not authentication via private key. If you need to use a private key to connect to a host, please use the SFTP (key-based auth) app, instead.

About SFTP (password-based auth)

Interact with an SFTP (SSH File Transfer Protocol) Server using a username and password for auth

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