bizagi digital business platform · the salesforce connector for bizagi is available for download...
TRANSCRIPT
Bizagi DigitalBusiness PlatformUser Guide
2Copyright copy 2002-2017 Bizagi All rights reserved 2
Table of Contents
Part I Configuring and using theSalesforce Connector 3
PartIConfiguring and using theSalesforce Connector
4Copyright copy 2002-2017 Bizagi All rights reserved
Configuring and using the Salesforce Connector
OverviewThe Salesforce connector for Bizagi is available for download at Bizagi Connectors Xchange
Through this connector you will be able to connect your Bizagi processes to a wwwsalesforcecom
account in order to use Salesforce services API
For more information about this connectors capabilities visit Bizagi Connectors Xchange
Before you startIn order to test and use this connector you will need
1 Bizagi Studio previously installed
2 This connector previously installed via the Connectors Xchange as described at
httphelpbizagicombpmsuiteenindexhtmlConnectors_Xchangehtm or through a manual
installation as described at httphelpbizagicombpmsuiteenindexhtmlConnectors_installhtm
3 An account at wwwsalesforcecom and a registered App (httpsdevelopersalesforcecomsignup)
Configuring the connectorIn order to configure the connector (ie its authentication parameters) follow the steps presented at the
Configuration chapter in httphelpbizagicombpmsuiteenindexhtmlConnectors_installhtm
For this configuration consider the following authentication parameters
middot Authentication method Custom
middot Username The e-mail account username
middot Password The password for the accounts username
middot Token The requested security token for external app access
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Note that you will need to grant explicitly that external applications are allowed to use your
Salesforce account as required by Salesforce security policies
You may authorize such access and set up a security token directly at the Personal settings
presented in your Salesforce portal (eg
https[salesforce_server]salesforcecom_uisystemsecurityResetApiTokenEditretURL=2Fui
2Fsetup2FSetup3Fsetupid3DPersonalInfoampsetupid=ResetApiToken )
6Copyright copy 2002-2017 Bizagi All rights reserved
Using the connectorThis connector features several methods of Salesforce Enterprise API that manages the CRUD for any
type of CRM object
To learn overall howwhere to configure the use of a connector refer to
httphelpbizagicombpmsuiteenindexhtmlConnectors_Studiohtm
When using the connector ensure you consider the following details for each of the available methods
Run CRUD operationAllows you to perform CRUD (Create Retrieve Update and Delete) operations for records in
Salesforce
To configure its inputs consider the following according to the operation to be performed
CreateCreates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use create
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
RetrieveRetrieves a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use retrieve
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middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id id of the Salesforce object
UpdateUpdates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use update
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
DeleteDeletes a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use delete
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id The id of the target Salesforce object
UpsertUpsert a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use upsert
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
middot extIdFieldexternal Id of the target object
To execute upsert operations you will need a Salesforce Object with a External Id
1 Log in in your developer account
2 Find the Setup tab on the top left of your screen
3 Click on the Object Manager tab on the top right of your screen
4 Select any Object
5 Go to Fields amp Relationships
6 Click on New and be sure to check the External ID input on Step 2
8Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the res parameter of the newly
created object as managed by Salesforce
9Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create AccountCreate an account directly in Salesforce by providing the basic information of that account
To configure its inputs consider
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name (Mandatory) Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
10Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
11Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create ContactCreate a contact directly in Salesforce by providing the basic information of that contact
To configure its inputs consider
middot FirstName (Mandatory) The first name of the contact
middot LastName (Mandatory) The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
12Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
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To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
2Copyright copy 2002-2017 Bizagi All rights reserved 2
Table of Contents
Part I Configuring and using theSalesforce Connector 3
PartIConfiguring and using theSalesforce Connector
4Copyright copy 2002-2017 Bizagi All rights reserved
Configuring and using the Salesforce Connector
OverviewThe Salesforce connector for Bizagi is available for download at Bizagi Connectors Xchange
Through this connector you will be able to connect your Bizagi processes to a wwwsalesforcecom
account in order to use Salesforce services API
For more information about this connectors capabilities visit Bizagi Connectors Xchange
Before you startIn order to test and use this connector you will need
1 Bizagi Studio previously installed
2 This connector previously installed via the Connectors Xchange as described at
httphelpbizagicombpmsuiteenindexhtmlConnectors_Xchangehtm or through a manual
installation as described at httphelpbizagicombpmsuiteenindexhtmlConnectors_installhtm
3 An account at wwwsalesforcecom and a registered App (httpsdevelopersalesforcecomsignup)
Configuring the connectorIn order to configure the connector (ie its authentication parameters) follow the steps presented at the
Configuration chapter in httphelpbizagicombpmsuiteenindexhtmlConnectors_installhtm
For this configuration consider the following authentication parameters
middot Authentication method Custom
middot Username The e-mail account username
middot Password The password for the accounts username
middot Token The requested security token for external app access
5Copyright copy 2002-2017 Bizagi All rights reserved
Note that you will need to grant explicitly that external applications are allowed to use your
Salesforce account as required by Salesforce security policies
You may authorize such access and set up a security token directly at the Personal settings
presented in your Salesforce portal (eg
https[salesforce_server]salesforcecom_uisystemsecurityResetApiTokenEditretURL=2Fui
2Fsetup2FSetup3Fsetupid3DPersonalInfoampsetupid=ResetApiToken )
6Copyright copy 2002-2017 Bizagi All rights reserved
Using the connectorThis connector features several methods of Salesforce Enterprise API that manages the CRUD for any
type of CRM object
To learn overall howwhere to configure the use of a connector refer to
httphelpbizagicombpmsuiteenindexhtmlConnectors_Studiohtm
When using the connector ensure you consider the following details for each of the available methods
Run CRUD operationAllows you to perform CRUD (Create Retrieve Update and Delete) operations for records in
Salesforce
To configure its inputs consider the following according to the operation to be performed
CreateCreates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use create
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
RetrieveRetrieves a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use retrieve
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middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id id of the Salesforce object
UpdateUpdates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use update
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
DeleteDeletes a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use delete
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id The id of the target Salesforce object
UpsertUpsert a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use upsert
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
middot extIdFieldexternal Id of the target object
To execute upsert operations you will need a Salesforce Object with a External Id
1 Log in in your developer account
2 Find the Setup tab on the top left of your screen
3 Click on the Object Manager tab on the top right of your screen
4 Select any Object
5 Go to Fields amp Relationships
6 Click on New and be sure to check the External ID input on Step 2
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To configure its outputs when getting started and testing you may map the res parameter of the newly
created object as managed by Salesforce
9Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create AccountCreate an account directly in Salesforce by providing the basic information of that account
To configure its inputs consider
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name (Mandatory) Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
10Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
11Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create ContactCreate a contact directly in Salesforce by providing the basic information of that contact
To configure its inputs consider
middot FirstName (Mandatory) The first name of the contact
middot LastName (Mandatory) The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
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To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
PartIConfiguring and using theSalesforce Connector
4Copyright copy 2002-2017 Bizagi All rights reserved
Configuring and using the Salesforce Connector
OverviewThe Salesforce connector for Bizagi is available for download at Bizagi Connectors Xchange
Through this connector you will be able to connect your Bizagi processes to a wwwsalesforcecom
account in order to use Salesforce services API
For more information about this connectors capabilities visit Bizagi Connectors Xchange
Before you startIn order to test and use this connector you will need
1 Bizagi Studio previously installed
2 This connector previously installed via the Connectors Xchange as described at
httphelpbizagicombpmsuiteenindexhtmlConnectors_Xchangehtm or through a manual
installation as described at httphelpbizagicombpmsuiteenindexhtmlConnectors_installhtm
3 An account at wwwsalesforcecom and a registered App (httpsdevelopersalesforcecomsignup)
Configuring the connectorIn order to configure the connector (ie its authentication parameters) follow the steps presented at the
Configuration chapter in httphelpbizagicombpmsuiteenindexhtmlConnectors_installhtm
For this configuration consider the following authentication parameters
middot Authentication method Custom
middot Username The e-mail account username
middot Password The password for the accounts username
middot Token The requested security token for external app access
5Copyright copy 2002-2017 Bizagi All rights reserved
Note that you will need to grant explicitly that external applications are allowed to use your
Salesforce account as required by Salesforce security policies
You may authorize such access and set up a security token directly at the Personal settings
presented in your Salesforce portal (eg
https[salesforce_server]salesforcecom_uisystemsecurityResetApiTokenEditretURL=2Fui
2Fsetup2FSetup3Fsetupid3DPersonalInfoampsetupid=ResetApiToken )
6Copyright copy 2002-2017 Bizagi All rights reserved
Using the connectorThis connector features several methods of Salesforce Enterprise API that manages the CRUD for any
type of CRM object
To learn overall howwhere to configure the use of a connector refer to
httphelpbizagicombpmsuiteenindexhtmlConnectors_Studiohtm
When using the connector ensure you consider the following details for each of the available methods
Run CRUD operationAllows you to perform CRUD (Create Retrieve Update and Delete) operations for records in
Salesforce
To configure its inputs consider the following according to the operation to be performed
CreateCreates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use create
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
RetrieveRetrieves a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use retrieve
7Copyright copy 2002-2017 Bizagi All rights reserved
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id id of the Salesforce object
UpdateUpdates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use update
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
DeleteDeletes a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use delete
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id The id of the target Salesforce object
UpsertUpsert a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use upsert
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
middot extIdFieldexternal Id of the target object
To execute upsert operations you will need a Salesforce Object with a External Id
1 Log in in your developer account
2 Find the Setup tab on the top left of your screen
3 Click on the Object Manager tab on the top right of your screen
4 Select any Object
5 Go to Fields amp Relationships
6 Click on New and be sure to check the External ID input on Step 2
8Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the res parameter of the newly
created object as managed by Salesforce
9Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create AccountCreate an account directly in Salesforce by providing the basic information of that account
To configure its inputs consider
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name (Mandatory) Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
10Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
11Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create ContactCreate a contact directly in Salesforce by providing the basic information of that contact
To configure its inputs consider
middot FirstName (Mandatory) The first name of the contact
middot LastName (Mandatory) The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
12Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
4Copyright copy 2002-2017 Bizagi All rights reserved
Configuring and using the Salesforce Connector
OverviewThe Salesforce connector for Bizagi is available for download at Bizagi Connectors Xchange
Through this connector you will be able to connect your Bizagi processes to a wwwsalesforcecom
account in order to use Salesforce services API
For more information about this connectors capabilities visit Bizagi Connectors Xchange
Before you startIn order to test and use this connector you will need
1 Bizagi Studio previously installed
2 This connector previously installed via the Connectors Xchange as described at
httphelpbizagicombpmsuiteenindexhtmlConnectors_Xchangehtm or through a manual
installation as described at httphelpbizagicombpmsuiteenindexhtmlConnectors_installhtm
3 An account at wwwsalesforcecom and a registered App (httpsdevelopersalesforcecomsignup)
Configuring the connectorIn order to configure the connector (ie its authentication parameters) follow the steps presented at the
Configuration chapter in httphelpbizagicombpmsuiteenindexhtmlConnectors_installhtm
For this configuration consider the following authentication parameters
middot Authentication method Custom
middot Username The e-mail account username
middot Password The password for the accounts username
middot Token The requested security token for external app access
5Copyright copy 2002-2017 Bizagi All rights reserved
Note that you will need to grant explicitly that external applications are allowed to use your
Salesforce account as required by Salesforce security policies
You may authorize such access and set up a security token directly at the Personal settings
presented in your Salesforce portal (eg
https[salesforce_server]salesforcecom_uisystemsecurityResetApiTokenEditretURL=2Fui
2Fsetup2FSetup3Fsetupid3DPersonalInfoampsetupid=ResetApiToken )
6Copyright copy 2002-2017 Bizagi All rights reserved
Using the connectorThis connector features several methods of Salesforce Enterprise API that manages the CRUD for any
type of CRM object
To learn overall howwhere to configure the use of a connector refer to
httphelpbizagicombpmsuiteenindexhtmlConnectors_Studiohtm
When using the connector ensure you consider the following details for each of the available methods
Run CRUD operationAllows you to perform CRUD (Create Retrieve Update and Delete) operations for records in
Salesforce
To configure its inputs consider the following according to the operation to be performed
CreateCreates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use create
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
RetrieveRetrieves a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use retrieve
7Copyright copy 2002-2017 Bizagi All rights reserved
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id id of the Salesforce object
UpdateUpdates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use update
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
DeleteDeletes a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use delete
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id The id of the target Salesforce object
UpsertUpsert a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use upsert
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
middot extIdFieldexternal Id of the target object
To execute upsert operations you will need a Salesforce Object with a External Id
1 Log in in your developer account
2 Find the Setup tab on the top left of your screen
3 Click on the Object Manager tab on the top right of your screen
4 Select any Object
5 Go to Fields amp Relationships
6 Click on New and be sure to check the External ID input on Step 2
8Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the res parameter of the newly
created object as managed by Salesforce
9Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create AccountCreate an account directly in Salesforce by providing the basic information of that account
To configure its inputs consider
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name (Mandatory) Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
10Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
11Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create ContactCreate a contact directly in Salesforce by providing the basic information of that contact
To configure its inputs consider
middot FirstName (Mandatory) The first name of the contact
middot LastName (Mandatory) The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
12Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
5Copyright copy 2002-2017 Bizagi All rights reserved
Note that you will need to grant explicitly that external applications are allowed to use your
Salesforce account as required by Salesforce security policies
You may authorize such access and set up a security token directly at the Personal settings
presented in your Salesforce portal (eg
https[salesforce_server]salesforcecom_uisystemsecurityResetApiTokenEditretURL=2Fui
2Fsetup2FSetup3Fsetupid3DPersonalInfoampsetupid=ResetApiToken )
6Copyright copy 2002-2017 Bizagi All rights reserved
Using the connectorThis connector features several methods of Salesforce Enterprise API that manages the CRUD for any
type of CRM object
To learn overall howwhere to configure the use of a connector refer to
httphelpbizagicombpmsuiteenindexhtmlConnectors_Studiohtm
When using the connector ensure you consider the following details for each of the available methods
Run CRUD operationAllows you to perform CRUD (Create Retrieve Update and Delete) operations for records in
Salesforce
To configure its inputs consider the following according to the operation to be performed
CreateCreates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use create
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
RetrieveRetrieves a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use retrieve
7Copyright copy 2002-2017 Bizagi All rights reserved
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id id of the Salesforce object
UpdateUpdates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use update
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
DeleteDeletes a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use delete
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id The id of the target Salesforce object
UpsertUpsert a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use upsert
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
middot extIdFieldexternal Id of the target object
To execute upsert operations you will need a Salesforce Object with a External Id
1 Log in in your developer account
2 Find the Setup tab on the top left of your screen
3 Click on the Object Manager tab on the top right of your screen
4 Select any Object
5 Go to Fields amp Relationships
6 Click on New and be sure to check the External ID input on Step 2
8Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the res parameter of the newly
created object as managed by Salesforce
9Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create AccountCreate an account directly in Salesforce by providing the basic information of that account
To configure its inputs consider
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name (Mandatory) Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
10Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
11Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create ContactCreate a contact directly in Salesforce by providing the basic information of that contact
To configure its inputs consider
middot FirstName (Mandatory) The first name of the contact
middot LastName (Mandatory) The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
12Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
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To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
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To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
6Copyright copy 2002-2017 Bizagi All rights reserved
Using the connectorThis connector features several methods of Salesforce Enterprise API that manages the CRUD for any
type of CRM object
To learn overall howwhere to configure the use of a connector refer to
httphelpbizagicombpmsuiteenindexhtmlConnectors_Studiohtm
When using the connector ensure you consider the following details for each of the available methods
Run CRUD operationAllows you to perform CRUD (Create Retrieve Update and Delete) operations for records in
Salesforce
To configure its inputs consider the following according to the operation to be performed
CreateCreates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use create
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
RetrieveRetrieves a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use retrieve
7Copyright copy 2002-2017 Bizagi All rights reserved
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id id of the Salesforce object
UpdateUpdates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use update
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
DeleteDeletes a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use delete
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id The id of the target Salesforce object
UpsertUpsert a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use upsert
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
middot extIdFieldexternal Id of the target object
To execute upsert operations you will need a Salesforce Object with a External Id
1 Log in in your developer account
2 Find the Setup tab on the top left of your screen
3 Click on the Object Manager tab on the top right of your screen
4 Select any Object
5 Go to Fields amp Relationships
6 Click on New and be sure to check the External ID input on Step 2
8Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the res parameter of the newly
created object as managed by Salesforce
9Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create AccountCreate an account directly in Salesforce by providing the basic information of that account
To configure its inputs consider
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name (Mandatory) Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
10Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
11Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create ContactCreate a contact directly in Salesforce by providing the basic information of that contact
To configure its inputs consider
middot FirstName (Mandatory) The first name of the contact
middot LastName (Mandatory) The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
12Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
7Copyright copy 2002-2017 Bizagi All rights reserved
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id id of the Salesforce object
UpdateUpdates a Salesforce object by providing its basic information
middot statementType operation to be executed In this case use update
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
DeleteDeletes a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use delete
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot Id The id of the target Salesforce object
UpsertUpsert a Salesforce object by providing its id and object name
middot statementType operation to be executed In this case use upsert
middot objName name of the Salesforce object eg Contact Opportunity Event Lead among
others
middot record JSON with the information of the Salesforce object
middot extIdFieldexternal Id of the target object
To execute upsert operations you will need a Salesforce Object with a External Id
1 Log in in your developer account
2 Find the Setup tab on the top left of your screen
3 Click on the Object Manager tab on the top right of your screen
4 Select any Object
5 Go to Fields amp Relationships
6 Click on New and be sure to check the External ID input on Step 2
8Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the res parameter of the newly
created object as managed by Salesforce
9Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create AccountCreate an account directly in Salesforce by providing the basic information of that account
To configure its inputs consider
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name (Mandatory) Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
10Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
11Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create ContactCreate a contact directly in Salesforce by providing the basic information of that contact
To configure its inputs consider
middot FirstName (Mandatory) The first name of the contact
middot LastName (Mandatory) The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
12Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
8Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the res parameter of the newly
created object as managed by Salesforce
9Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create AccountCreate an account directly in Salesforce by providing the basic information of that account
To configure its inputs consider
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name (Mandatory) Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
10Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
11Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create ContactCreate a contact directly in Salesforce by providing the basic information of that contact
To configure its inputs consider
middot FirstName (Mandatory) The first name of the contact
middot LastName (Mandatory) The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
12Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
9Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create AccountCreate an account directly in Salesforce by providing the basic information of that account
To configure its inputs consider
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name (Mandatory) Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
10Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
11Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create ContactCreate a contact directly in Salesforce by providing the basic information of that contact
To configure its inputs consider
middot FirstName (Mandatory) The first name of the contact
middot LastName (Mandatory) The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
12Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
10Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
11Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create ContactCreate a contact directly in Salesforce by providing the basic information of that contact
To configure its inputs consider
middot FirstName (Mandatory) The first name of the contact
middot LastName (Mandatory) The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
12Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
11Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create ContactCreate a contact directly in Salesforce by providing the basic information of that contact
To configure its inputs consider
middot FirstName (Mandatory) The first name of the contact
middot LastName (Mandatory) The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
12Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
12Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
13Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create leadCreate a lead directly in Salesforce by providing the basic information of that lead
To configure its inputs consider
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
14Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
15Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get AccountGet the information of an Account stored in Salesforce by providing the identifier of that account
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
16Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
17Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get ContactGet the information of a Contact stored in Salesforce by providing the identifier of that contact
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
18Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
19Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get LeadGet the information of a Lead stored in Salesforce by providing the identifier of that lead
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
20Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the lead
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
21Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot FirstName The first name of the lead
middot LastName The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update AccountChange the information of an account directly in Salesforce by providing the identifier of that account
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
22Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
middot AnnualRevenue Estimated annual revenue of the account
middot Description description of the account
middot Industry Industry associated with the account
middot Name Name of the account
middot BillingStreet Billing address of the account
middot BillingCity Billing city of the account
middot BillingState Billing state of the account
middot BillingPostalCode Billing postal code of the account
middot BillingCountry Billing country of the account
middot Phone Phone number of the account
Further information such as Fax Number of employees Shipping address and others are useful but
optional as determined by Salesforce
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
23Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
24Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update ContactChange the information of a contact directly in Salesforce by providing the identifier of that contact
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
middot FirstName The first name of the contact
middot LastName The last name of the contact
middot Phone The phone number of the contact
middot Email The e-mail address of the contact
Further information such as Salutation Title Mobile phone and others are useful but optional as
determined by Salesforce
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
25Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
26Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update LeadChange the information of a lead directly in Salesforce by providing the identifier of that lead
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
middot FirstName (Mandatory) The first name of the lead
middot LastName (Mandatory) The last name of the lead
middot Phone Phone number of the lead
middot AnnualRevenue Annual revenue for the company of the lead
middot Company (Mandatory) The name of the company where the lead works
middot Street Address of the lead
middot City City of the lead
middot State State of the lead
middot PostalCode Postal code of the lead
middot Country Country of the lead
middot Email The e-mail address of the lead
middot Title Title for the lead
Further information such as Website Mobile phone and others are useful but optional as determined
by Salesforce
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
27Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
28Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete AccountDelete the information of an account by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Account
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
29Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
30Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete ContactDelete the information of a contact by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Contact
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
31Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
32Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete LeadDelete the information of a lead by providing its identifier
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Lead
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
33Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
34Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create OpportunityCreate an opportunity directly in Salesforce by providing the basic information of that opportunity
To configure its inputs consider
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name (Mandatory) Name of the opportunity
middot CloseDate (Mandatory) Date when the opportunity is expected to close
middot StageName (Mandatory) Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
35Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
36Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update OpportunityChange the information of an Opportunity directly in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
Further information such as Fiscal Quarter Forecast Category and others are useful but optional as
determined by Salesforce
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
37Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
38Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get OpportunityGet the information of an Opportunity stored in Salesforce by providing the identifier of that
opportunity
To configure its inputs consider
middot id (Mandatory) The unique identifier of the opportunity
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
39Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this opportunity
middot Amount Amount of the opportunity
middot Description Description of the opportunity
middot Name Name of the opportunity
middot IsWon indicates whether the opportunity was won or not
middot CloseDate Date when the opportunity is expected to close
middot StageName Stage of the opportunity
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
40Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete OpportunityDelete the information of an opportunity by providing its identifier
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
41Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Opportunity
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
42Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CaseCreate a case directly in Salesforce by providing the basic information of that case
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
43Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case is being created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
44Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
45Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CaseChange the information of a Case directly in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
middot Origin Source of the case suggested values Email Phone and Web
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
Further information such as Priority Type and others are useful but optional as determined by
Salesforce
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
46Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
47Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CaseGet the information of a Case stored in Salesforce by providing the identifier of that case
To configure its inputs consider
middot id (Mandatory) The unique identifier of the case
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
48Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot Origin Source of the case
middot Reason The reason why this case was created
middot Description Description of the case
middot Status Status of the case
middot Subject Subject of the case
middot SuppliedCompany Company name of the case
middot SuppliedEmail Email of the case
middot SuppliedName Name of the case
middot SuppliedPhone Phone number of the case
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
49Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CaseDelete the information of a case by providing its identifier
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
50Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Case
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
51Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create CampaignCreate a campaign directly in Salesforce by providing the basic information of that campaign
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
52Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
53Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
54Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update CampaignChange the information of a Campaign directly in Salesforce by providing the identifier of that
campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
Further information such as Expected Revenue Number of contacts and others are useful but optional
as determined by Salesforce
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
55Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
56Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get CampaignGet the information of a Campaign stored in Salesforce by providing the identifier of that campaign
To configure its inputs consider
middot id (Mandatory) The unique identifier of the campaign
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
57Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot IsActive Indicates whether the campaign is active or not
middot ActualCost Actual cost of the campaign
middot BudgetedCost Budgeted cost of the campaign
middot Name Name of the campaign
middot Description Description of the campaign
middot EndDate Ending date for the campaign
middot StartDate Starting date for the campaign
middot Status Status of the campaign
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
58Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete CampaignDelete the information of a campaign by providing its identifier
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
59Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Campaign
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
60Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create EventCreate an event directly in Salesforce by providing the basic information of that event
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
61Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
62Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
63Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update EventChange the information of an Event directly in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
Further information such as End Datetime Location and others are useful but optional as determined
by Salesforce
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
64Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
65Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get EventGet the information of an Event stored in Salesforce by providing the identifier of that event
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
66Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this event
middot IsAllDayEvent Defines whether the event is an all day event or not
middot ActivityDate Date for the event
middot Description Description of the event
middot IsPrivate Defines whether the event is private or not
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
67Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete EventDelete the information of an event by providing its identifier
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
68Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Event
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
69Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Create TaskCreate a task directly in Salesforce by providing the basic information of that task
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
70Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
71Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the unique Id of the newly
created object as managed by Salesforce
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
72Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Update TaskChange the information of a Task directly in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
Further information such as Subject Recurrence Interval and others are useful but optional as
determined by Salesforce
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
73Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
74Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Get TaskGet the information of a Task stored in Salesforce by providing the identifier of that task
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
75Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map
middot AccountId Identifier of the account associated with this task
middot Description Description of the task
middot ActivityDate Date for the task
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
76Copyright copy 2002-2017 Bizagi All rights reserved
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
Delete TaskDelete the information of a task by providing its identifier
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
77Copyright copy 2002-2017 Bizagi All rights reserved
To configure its inputs consider
middot id (Mandatory) The unique identifier of the Task
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
78Copyright copy 2002-2017 Bizagi All rights reserved
To configure its outputs when getting started and testing you may map the success parameter of the
output
For more information about this methods use refer to the REST API official documentation at
httpsdevelopersalesforcecomdocsatlasen-usapimetaapi
- Configuring and using the Salesforce Connector
-
- Configuring and using the Salesforce Connector
-