Salesforce Connector Tips

  • Fields To Null: The configurations have a checkbox called Can Clear Fields by Updating Field Value to Null. If checked, all the fields in a request that have a Null value will be added to the fieldsToNull field and sent to Salesforce.

    Using this feature, you can decide which fields to set to Null without being forced to use the fieldsToNull field.

  • Upsert:

    • Unless you configure the External ID Field Name for the sObject to which you are trying to Upsert, every use of the upsert will fail. 

    • The Upsert operation does not work with the sObject priceBookentry2

  • Query: Even though you can see the fields of an SObject and their corresponding types via DataSense, the Query operation returns all fields as String.

    If you want to use the actual type of the field, you must convert that field to the desired type using a Transform (or Transform Message) component.

    In this example, although CreatedDate field appears as dateTime, the query returns a String representing the date.

    In order to actually use the field as a dateTime, you can configure it using Transform Message, like in the example.

  • Inserting values into a Salesforce drop-down: Be aware that inserting dependent values into an existing drop-down list field in Salesforce does not always work. Test to confirm functionality.

  • Evaluating Values in Salesforce drop-down: If you are evaluating against a value in an existing drop-down list field in Salesforce, be sure to use the exact value in the dropdown. For example, if you use the value "US" to evaluate against the contents of a drop-down list that contains the value "USA", the evaluation will work, but you end up with two values in the dropdown: one for US and one for USA.

  • Currency:

    • Currency values cannot exceed 18 characters in length.

    • When working with multiple currencies, be aware of which currency your sObject uses so that you avoid inaccurate entries. The default currency matches the location at the organization level.

  • Limits on API Calls: You need to know the rate limiting policy that applies to your account so that you do not exceed the number of allotted API calls per day.

  • Opportunity sObject: When extracting data from an Opportunity, be aware that a "quarter" is not relative to a calendar year. A "quarter" in this context is relative to the financial year of the organization. 

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