Automatic Update Salesforce Customer Master

Workflow Diagram (click to open)

• BPMN Icons
  • Start Event
  • End Event
  • XOR-Merge Gateway
  • Timer Start Event
  • Human Task
  • Update Data
  • Script Task
  • Update Choices
  • Service Task (Start Child Process)
  • Receive Task (HTTP)

Field Name, num, Initial Value

Download

• Automatic_Update_Salesforce_Customer_Master.qar (Latest)
• auto-update-customer-master-20211031-en.qar
  • auto-update-customer-master-20211031-en.xml.csv (for Importing Data Item Definitions)

This archive contains the BPMN icon, which is only available in the Professional edition.

Notes

• You need to associate the Swimlane settings according to your organizational structure upon import
• The following preparations are required before configuring this workflow.
  • It is necessary to import, configure, and deploy the Salesforce Cooperation Process.
    • Please configure communication with Salesforce and OAuth2.0.
• By making the Salesforce Cooperation Process available, you can set up the “Get Salesforce integration transaction master information” auto step.

Arrangement Tips

• It corresponds to the following data items defined in the Salesforce Account object (standard: Account).
  • Customer name: Standard field: API name
  • Website: Standard item: API name Website
  • Phone number: Standard item: API name Phone
  • Number of employees: Standard item: API name NumberOfEmployees
  • Corporate number: Unique item: API name CorporateNumber__c
• If you want to retrieve other defined data items, you will need to change the settings of the automated steps “Get Salesforce integration transaction master information” and “Parsing the Response”.

var text = engine.findDataByNumber("0");
var result = JSON.parse(text); // JSON Parsing

var ids = "";
var labelsForName = "";
var labelsForAllInfo = "";
for (var i = 0; i < result.records.length; i++) {
	var account = result.records[i];
	ids += account.Id + "\n"; // Get ID
	labelsForName += account.Name + "\n"; // Get Name
	// Get all information
	labelsForAllInfo += account.Name + "|:|" + account.Website + "|:|" + account.Phone + "|:|" + account.NumberOfEmployees + "|:|" + account.CorporateNumber__c +  "\n"; 
}

labelsForAllInfo = (new java.lang.String(labelsForAllInfo)).replaceAll("\\|null\\|","\\|\\|");
labelsForAllInfo = (new java.lang.String(labelsForAllInfo)).replaceAll("\\|undefined\\|","\\|\\|");

engine.setDataByNumber("2", ids);
engine.setDataByNumber("3", labelsForName);
engine.setDataByNumber("6", labelsForAllInfo);

Capture

• Configuration example supplement
  • A12: API key to Return with: Please enter the contents of “API key” in the “Salesforce Transaction Master Receive All Records” event setting of this Workflow App.
  • A1: Access URL: The URL for your Salesforce REST API.
  • A7: Query: The Salesforce SOQL search query.

See also

• Settings Required When Importing an Archive
• Reference: Update Choices