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Handler · Version 1

Salesforce Object Update Salesforce

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About

Updates a generic Salesforce object given a type, an id, and a JSON body. The first thing that the handler does is obtain an access token using the inputted info values, which is used to authenticate the rest of the calls that are made. The object type, id, and JSON body are then used to build a REST call that will be sent to Salesforce to update the object if it can be found. If an error is encountered it will be caught and re-raised, but if successful this handler will return empty results.

Finding Salesforce Objects and Fields

  • The SOAP API Documentation is the best way at this point to find the Salesforce standard objects and fields
  • Going to Setup > Customize (under Build) > {Object Name} > Fields gets you a list of Field Labels/Names (this view should also show custom fields)
  • Lastly, doing an API retrieve of an already existing object of the type you want to create should show all of the fields available on the object (can use salesforceobjectretrieve to achieve this)

Where to find the Client ID, Client Secret, Security Token

  1. Go to Setup, which is in the dropdown menu under your name in the upper righthand corner.
  2. On the left sidebar, your Security Token can be found under Personal Setup > My Personal Information > Reset My Security Token.
  3. To get the Client ID and Client Secret, Navigate back to Setup and go to Manage Apps.
  4. Create a new Connected App, and fill in the basic information for the app.
  5. Check the Enable OAuth Settings checkbox and put https://auth for your callback url.
  6. Under selected OAuth scopes, add Access and manage your data (api) to your selected scopes and save.
  7. Your Client ID and Client Secret will be found on the app information page that you were redirected to upon saving.
Configurations
Name Description Sample
username The username/email used to log into Salesforce.
password The password used to log into Salesforce. *********
security_token A security token that is appended onto the end of the password. Can be obtained from Salesforce by going to 'Reset my Security Token' under personal settings.
client_id The client id of the application. Found under Manage Apps in setup.
client_secret The client secret of the application. Found under Manage Apps in setup.
enable_debug_logging Enable debug logging if the value is set to 'Yes'. No
Parameters
Name Description Sample
Type The type of object to update (ie. Account, Case, Opportunity, etc). Opportunity
Id The Id of the Salesforce object that will be updated. 60H00000jtPC1QAM
JSON Body A JSON object containing the fields and values that should be updated in the existing object. {"Name": "Updated Name","Close Date": "2017-09-15"}
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