- \n
- <\/i><\/span><\/span> Auto-processing<\/strong> <\/li>\n\n\n\n
- <\/i><\/span><\/span> System Admin<\/strong> <\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Business Flow (Complexity of Workflow: #19)<\/div>\n\n\n\n- \n
- 1. Input <\/strong>\n
- \n
- The person in charge sets up access to Salesforce APIs.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- 2. Recovery<\/strong>\n
- \n
- When an error occurs in collaborative processing, the person in charge adjusts the access settings (specified query, etc.) and performs recovery.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- x1. Title set<\/strong>\n
- \n
- The system sets the Title with the Case ID and the access destination elements of the initiating workflow.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- x2. URL generate<\/strong>\n
- \n
- In the case of updating data, the system generates an access URL that includes the object ID of the Salesforce stored data.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- x3. Error log set<\/strong>\n
- \n
- The system generates an error log by appending the error responses (including errors after recovery adjustment).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- x4. Error response deletion<\/strong>\n
- \n
- The system removes the error response before the recovery adjustment.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<\/span>Workflow Diagram (click to open)<\/div>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/salesforce-cooperation-20210831-en-1.png?resize=1024%2C422&ssl=1\")
<\/figure>\n\n\n\n- \n
- BPMN Icons\n
- \n
- Start Event<\/li>\n\n\n\n
- End Event<\/li>\n\n\n\n
- Join Gateway<\/li>\n\n\n\n
- XOR Gateway<\/a><\/li>\n\n\n\n
- Human Task<\/a><\/li>\n\n\n\n
- Update Data<\/a><\/li>\n\n\n\n
- Message Start Event (HTTP)<\/a><\/li>\n\n\n\n
- Throwing Message Intermediate Event (HTTP)<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Business App Variables (#of Data Item: 13)<\/div>\n- \n
- <\/i><\/span> Access Method<\/strong> q_access<\/span>
14<\/code> *<\/span>\n- \n
- GET: Search and retrieve
\nPOST-R: Append records and return the result
\nPOST-NR: Append records (Not return the result)
\nPATCH-R: Update records and return the result
\nPATCH-NR: Update records (Not return the result)<\/li>\n<\/ul>\n<\/li>\n - <\/i><\/span> App ID to Return<\/strong> q_apliIdForReturn<\/span>
0<\/code>\n- \n
- App ID of the initiating workflow App.
\nSpecify when returning the result (GET\/POST-R\/PATCH-R)<\/li>\n<\/ul>\n<\/li>\n - <\/i><\/span> Case ID to Return to<\/strong> q_processInstanceIdForReturn<\/span>
8<\/code>\n- \n
- CaseID of the initiating workflow App.
\nSpecify when returning the result (GET\/POST-R\/PATCH-R)<\/li>\n<\/ul>\n<\/li>\n - <\/i><\/span> Node ID to Return to<\/strong> q_nodeIdForReturn<\/span>
10<\/code>\n- \n
- Node ID of the Catching Message Intermediate Event in the initiating workflow App.
\nSpecify when returning the result (GET\/POST-R\/PATCH-R)<\/li>\n<\/ul>\n<\/li>\n - <\/i><\/span> API key to Return with<\/strong> q_APIKeyForReturn<\/span>
12<\/code>\n- \n
- API key of the Catching Message Intermediate Event in the initiating workflow App.
\nSpecify when returning the result (GET\/POST-R\/PATCH-R)<\/li>\n<\/ul>\n<\/li>\n - <\/i><\/span> Access URL<\/strong> q_url<\/span>
1<\/code>\n- \n
- URL for accessing Salesforce to specify when retrieving record (GET)<\/li>\n<\/ul>\n<\/li>\n
- <\/i><\/span> Access URL for Updating<\/strong> q_urlForUpdate<\/span>
9<\/code>\n- \n
- [Auto-generated] URL + Object ID for accessing Salesforce to specify when updating record (PATCH)<\/li>\n<\/ul>\n<\/li>\n
- <\/i><\/span> Object ID<\/strong> q_objectId<\/span>
2<\/code>\n- \n
- Salesforce Object ID for accessing Salesforce to specify when updating record (PATCH)
\ne.g. 8002w000000LU77AAG<\/li>\n<\/ul>\n<\/li>\n - <\/i><\/span> Query<\/strong> q_query<\/span>
7<\/code>\n- \n
- Salesforce Object Query Language (SOQL) to specify when updating record (GET)
\ne.g. SELECT Id,Status,Account.Name,Account.Id FROM Contract WHERE Status = \u2018Available\u2019<\/li>\n<\/ul>\n<\/li>\n - <\/i><\/span> Request Body (JSON)<\/strong> q_requestBody<\/span>
3<\/code>\n- \n
- JSON to specify for appending (POST-R\/POST-NR) or updating (PATCH-R\/PATCH-NR)<\/li>\n<\/ul>\n<\/li>\n
- <\/i><\/span> Response (success)<\/strong> q_response<\/span>
5<\/code>\n- \n
- The response returned from Salesforce APIs.<\/li>\n<\/ul>\n<\/li>\n
- <\/i><\/span> Response (error)<\/strong> q_errorResponse<\/span>
6<\/code>\n- \n
- The error response returned from Salesforce APIs.<\/li>\n<\/ul>\n<\/li>\n
- <\/i><\/span> Logs of Response (error)<\/strong> q_log_errorResponse<\/span>
11<\/code>\n- \n
- Log that the error responses are appended at the recovery adjustment.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
<\/i> Field Name<\/span>,
num<\/code>, Initial Value<\/span><\/p>\n\n\n\n<\/i> Download<\/h3>\n\n\n\n
- \n
- Salesforce_Cooperation_App.qar<\/a> (Latest)<\/li>\n\n\n\n
- salesforce-cooperation-20210824-229-en.qar<\/a><\/li>\n<\/ul>\n\n\n\n
<\/i> Only available for Professional<\/strong><\/span> edition.<\/p>\n\n\n
<\/div>\n\n\n\n<\/i> Notes<\/h3>\n\n\n\n
- \n
- You need to associate the Swimlane settings according to your organizational structure upon import<\/li>\n\n\n\n
- Immediately after importing, a settings error will occur\n
- \n
- Make the necessary settings in edit mode<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Set up integration with Salesforce\n
- \n
- Get the Consumer Key and Consumer Secret after setting the new connection application in the Salesforce settings Lightning Experience Application Manager in advance<\/li>\n\n\n\n
- Set OAuth2 settings in the HTTP Authorization settings in the [App] menu\n
- \n
- Authorization Endpoint URL: https:\/\/***.salesforce.com\/services\/oauth2\/authorize<\/a><\/li>\n\n\n\n
- Token Endpoint URL: https:\/\/***.salesforce.com\/services\/oauth2\/token<\/a><\/li>\n\n\n\n
- Client ID: Consumer Key (Obtained in the Salesforce settings)<\/li>\n\n\n\n
- Consumer Secret: Consumer Secret (Obtained in the Salesforce settings)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
<\/i> See also<\/h3>\n\n\n\n
- \n
- Settings Required When Importing an Archive<\/a><\/li>\n\n\n\n
- Manual: M221: Auto Start Triggered by HTTP Request<\/a><\/li>\n\n\n\n
- Manual: M317: Controlling Access by OAuth2 Authorization and Basic Authentication from External<\/a><\/li>\n\n\n\n
- Tutorial: How to Set OAuth2 When Utilizing REST API<\/a><\/li>\n\n\n\n
- Blog: <\/span>How to Use Customer Data in Salesforce as Options<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
It accesses various objects stored in Salesforce. Either of search by query\/append records\/update record is done by specifying an access method. It can be initiated by Register\/Retrieve clients or Register\/Retrieve negotiations workflows. It is possible to return the retrieved data to the initiated workflow by specifying the access method to Return the Result.<\/p>\n","protected":false},"author":8,"featured_media":161844,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_uag_custom_page_level_css":"","advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[156],"tags":[506,345,409],"faq_section":[],"class_list":["post-112377","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","tag-cloud-control","tag-salesforce","tag-salesforce-api"],"jetpack_publicize_connections":[],"uagb_featured_image_src":{"full":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?fit=1200%2C675&ssl=1",1200,675,false],"thumbnail":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=440%2C440&ssl=1",440,440,true],"medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?fit=560%2C315&ssl=1",560,315,true],"medium_large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?fit=768%2C432&ssl=1",768,432,true],"large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?fit=1024%2C576&ssl=1",1024,576,true],"1536x1536":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?fit=1200%2C675&ssl=1",1200,675,true],"2048x2048":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?fit=1200%2C675&ssl=1",1200,675,true],"newspack-article-block-landscape-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=1200%2C675&ssl=1",1200,675,true],"newspack-article-block-portrait-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=900%2C675&ssl=1",900,675,true],"newspack-article-block-square-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=1200%2C675&ssl=1",1200,675,true],"newspack-article-block-landscape-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=800%2C600&ssl=1",800,600,true],"newspack-article-block-portrait-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=600%2C675&ssl=1",600,675,true],"newspack-article-block-square-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=800%2C675&ssl=1",800,675,true],"newspack-article-block-landscape-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=600%2C450&ssl=1",600,450,true],"newspack-article-block-portrait-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=450%2C600&ssl=1",450,600,true],"newspack-article-block-square-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=600%2C600&ssl=1",600,600,true],"newspack-article-block-landscape-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=400%2C300&ssl=1",400,300,true],"newspack-article-block-portrait-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=300%2C400&ssl=1",300,400,true],"newspack-article-block-square-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=400%2C400&ssl=1",400,400,true],"newspack-article-block-landscape-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=200%2C150&ssl=1",200,150,true],"newspack-article-block-portrait-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=150%2C200&ssl=1",150,200,true],"newspack-article-block-square-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?resize=200%2C200&ssl=1",200,200,true],"newspack-article-block-uncropped":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?fit=1200%2C675&ssl=1",1200,675,true]},"uagb_author_info":{"display_name":"furuzo","author_link":"https:\/\/support.questetra.com\/en\/author\/furuzo\/"},"uagb_comment_info":2,"uagb_excerpt":"It accesses various objects stored in Salesforce. Either of search by query\/append records\/update record is done by specifying an access method. It can be initiated by Register\/Retrieve clients or Register\/Retrieve negotiations workflows. It is possible to return the retrieved data to the initiated workflow by specifying the access method to Return the Result.","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9DiIh-tex","jetpack-related-posts":[{"id":70597,"url":"https:\/\/support.questetra.com\/en\/developer-blog\/choices-salesforce\/","url_meta":{"origin":112377,"position":0},"title":"How to Use Customer Data in Salesforce as Options","author":"HatanakaAkihiro","date":"2018-08-16","format":false,"excerpt":"How to check details of selected customer data on Salesforce.","rel":"","context":"In "Questetra Developers Blog"","block_context":{"text":"Questetra Developers Blog","link":"https:\/\/support.questetra.com\/en\/category\/developer-blog\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2018\/08\/salesforce-choices-1200x675-1.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2018\/08\/salesforce-choices-1200x675-1.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2018\/08\/salesforce-choices-1200x675-1.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2018\/08\/salesforce-choices-1200x675-1.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2018\/08\/salesforce-choices-1200x675-1.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":166268,"url":"https:\/\/support.questetra.com\/en\/templates\/auto-update-customer-master-20211031\/","url_meta":{"origin":112377,"position":1},"title":"Automatic Update Salesforce Customer Master","author":"furuzo","date":"2024-09-24","format":false,"excerpt":"This workflow automatically imports Salesforce Account objects into the Account Choice Master. It starts automatically every day at 7:00 AM. Salesforce Account objects are added, changed, and deleted through various workflows and direct input from Salesforce. As of 7:00 AM every day, the latest Account information is used as choice\u2026","rel":"","context":"In "Workflow Apps"","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/eyecatch-eyecatch-auto-update-customer-master-20211031-en2.png?fit=960%2C540&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/eyecatch-eyecatch-auto-update-customer-master-20211031-en2.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/eyecatch-eyecatch-auto-update-customer-master-20211031-en2.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/eyecatch-eyecatch-auto-update-customer-master-20211031-en2.png?fit=960%2C540&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":67436,"url":"https:\/\/support.questetra.com\/en\/addons\/salesforce-ordercreate\/","url_meta":{"origin":112377,"position":2},"title":"Salesforce: Create Order","author":"Hirotaka NISHI","date":"2017-10-02","format":false,"excerpt":"Download Salesforce-orderCreate.xmlSince Rhino (deprecated) is specified as the script engine, a setting error will occur even if you install this in a workflow AppTo use this Add-on, you need to change the script engine and modify the script accordinglyPlease refer to Notice Concerning Deprecation of Rhino for the method for\u2026","rel":"","context":"In "Add-ons"","block_context":{"text":"Add-ons","link":"https:\/\/support.questetra.com\/en\/category\/addons\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2017\/10\/salesforce-create-order-header.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2017\/10\/salesforce-create-order-header.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2017\/10\/salesforce-create-order-header.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2017\/10\/salesforce-create-order-header.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2017\/10\/salesforce-create-order-header.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":67430,"url":"https:\/\/support.questetra.com\/en\/addons\/salesforce-getaccounts\/","url_meta":{"origin":112377,"position":3},"title":"Batch Acquisition of Salesforce Customer Data","author":"Hirotaka NISHI","date":"2016-10-17","format":false,"excerpt":"Download Salesforce-getAccounts.xmlSince Rhino (deprecated) is specified as the script engine, a setting error will occur even if you install this in a workflow AppTo use this Add-on, you need to change the script engine and modify the script accordinglyPlease refer to Notice Concerning Deprecation of Rhino for the method for\u2026","rel":"","context":"In "Add-ons"","block_context":{"text":"Add-ons","link":"https:\/\/support.questetra.com\/en\/category\/addons\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2016\/10\/salesforce-batch-acquisition-header.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2016\/10\/salesforce-batch-acquisition-header.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2016\/10\/salesforce-batch-acquisition-header.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2016\/10\/salesforce-batch-acquisition-header.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2016\/10\/salesforce-batch-acquisition-header.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":70426,"url":"https:\/\/support.questetra.com\/en\/developer-blog\/sso-saml-salesforce\/","url_meta":{"origin":112377,"position":4},"title":"Single Sign-on with Salesforce via SAML 2.0","author":"HatanakaAkihiro","date":"2018-07-31","format":false,"excerpt":"In Questetra BPM Suite, it is possible to configure Single Sign-on using SAML 2.0. Although Salesforce can act as either of ID Provider and Service Provider for SAML, we will configure Single Sign-on using Salesforce as ID Provider and Questetra BPM Suite as Service Provider.","rel":"","context":"In "Questetra Developers Blog"","block_context":{"text":"Questetra Developers Blog","link":"https:\/\/support.questetra.com\/en\/category\/developer-blog\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2018\/07\/SAML-salesorce-1200x675-1.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2018\/07\/SAML-salesorce-1200x675-1.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2018\/07\/SAML-salesorce-1200x675-1.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2018\/07\/SAML-salesorce-1200x675-1.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2018\/07\/SAML-salesorce-1200x675-1.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":163986,"url":"https:\/\/support.questetra.com\/en\/templates\/update-insert-salesforce-customer-object-20211102\/","url_meta":{"origin":112377,"position":5},"title":"Add\/Update Salesforce Account Object","author":"furuzo","date":"2024-07-30","format":false,"excerpt":"This workflow is for adding and updating a Salesforce trading partner record. In the case of a new registration, the supplier record is added to the supplier object. If the registration information is changed, the supplier record is updated. It is assumed that this workflow is automatically started when a\u2026","rel":"","context":"In "Workflow Apps"","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/07\/eyecatch-update-insert-salesforce-customer-object-20211102-en.png?fit=960%2C540&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/07\/eyecatch-update-insert-salesforce-customer-object-20211102-en.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/07\/eyecatch-update-insert-salesforce-customer-object-20211102-en.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/07\/eyecatch-update-insert-salesforce-customer-object-20211102-en.png?fit=960%2C540&ssl=1&resize=700%2C400 2x"},"classes":[]}],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/09\/eye-catch-salesforce-cooperation-20210831-en-1.png?fit=1200%2C675&ssl=1","_links":{"self":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/112377","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/comments?post=112377"}],"version-history":[{"count":19,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/112377\/revisions"}],"predecessor-version":[{"id":185416,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/112377\/revisions\/185416"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/media\/161844"}],"wp:attachment":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/media?parent=112377"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/categories?post=112377"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/tags?post=112377"},{"taxonomy":"faq_section","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/faq_section?post=112377"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Manual: M221: Auto Start Triggered by HTTP Request<\/a><\/li>\n\n\n\n
- Token Endpoint URL: https:\/\/***.salesforce.com\/services\/oauth2\/token<\/a><\/li>\n\n\n\n
- Authorization Endpoint URL: https:\/\/***.salesforce.com\/services\/oauth2\/authorize<\/a><\/li>\n\n\n\n
- salesforce-cooperation-20210824-229-en.qar<\/a><\/li>\n<\/ul>\n\n\n\n
- Salesforce_Cooperation_App.qar<\/a> (Latest)<\/li>\n\n\n\n
- Log that the error responses are appended at the recovery adjustment.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
- Salesforce Object Query Language (SOQL) to specify when updating record (GET)
- Salesforce Object ID for accessing Salesforce to specify when updating record (PATCH)
- API key of the Catching Message Intermediate Event in the initiating workflow App.
- Node ID of the Catching Message Intermediate Event in the initiating workflow App.
- CaseID of the initiating workflow App.
- App ID of the initiating workflow App.
- GET: Search and retrieve
- Human Task<\/a><\/li>\n\n\n\n
- BPMN Icons\n
- The system removes the error response before the recovery adjustment.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
- <\/i><\/span><\/span> System Admin<\/strong> <\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n