Salesforce Cooperation Process
It accesses various objects stored in Salesforce. By specifying the access method, you can either search and retrieve data, insert configuration data records or update configuration data records with configuration queries. It can be used in Workflows such as Register/Retrieve clients or Register/Retrieve negotiations. It is also possible to return the retrieved data to the initiated workflow by specifying the access method to Return the Result.
Operator (Number of Swimlane: 2)
- Auto-processing
- System Admin
Business Flow (Complexity of Workflow: #19)
- 17 1. Input
- The person in charge sets up access to Salesforce APIs.
- 6 2. Recovery
- When an error occurs in collaborative processing, the person in charge adjusts the access settings (specified query, etc.) and performs recovery.
- 2 x1. Title set
- The system sets the Title with the Process ID and the access destination elements of the initiating workflow.
- 5 x2. URL generate
- In the case of updating data, the system generates an access URL that includes the object ID of the Salesforce stored data.
- 4 x3. Error log set
- The system generates an error log by appending the error responses (including errors after recovery adjustment).
- 7 x4. Error response deletion
- The system removes the error response before the recovery adjustment.
Workflow Diagram (click to open)
Business Process Variables (#of Data Item: 13)
- Access Method q_access
14 *
- GET: Search and retrieve
POST-R: Append records and return the result
POST-NR: Append records (Not return the result)
PATCH-R: Update records and return the result
PATCH-NR: Update records (Not return the result)
- App ID to Return q_apliIdForReturn
0
- App ID of the initiating workflow App.
Specify when returning the result (GET/POST-R/PATCH-R)
- Process ID to Return to q_processInstanceIdForReturn
8
- ProcessID of the initiating workflow App.
Specify when returning the result (GET/POST-R/PATCH-R)
- Node ID to Return to q_nodeIdForReturn
10
- Node ID of the Catching Message Intermediate Event in the initiating workflow App.
Specify when returning the result (GET/POST-R/PATCH-R)
- API key to Return with q_APIKeyForReturn
12
- API key of the Catching Message Intermediate Event in the initiating workflow App.
Specify when returning the result (GET/POST-R/PATCH-R)
- Access URL q_url
1
- URL for accessing Salesforce to specify when retrieving record (GET)
- Access URL for Updating q_urlForUpdate
9
- [Auto-generated] URL + Object ID for accessing Salesforce to specify when updating record (PATCH)
- Object ID q_objectId
2
- Salesforce Object ID for accessing Salesforce to specify when updating record (PATCH)
e.g. 8002w000000LU77AAG
- Query q_query
7
- Salesforce Object Query Language (SOQL) to specify when updating record (GET)
e.g. SELECT Id,Status,Account.Name,Account.Id FROM Contract WHERE Status = ‘Available’
- Request Body (JSON) q_requestBody
3
- JSON to specify for appending (POST-R/POST-NR) or updating (PATCH-R/PATCH-NR)
- Response (success) q_response
5
- The response returned from Salesforce APIs.
- Response (error) q_errorResponse
6
- The error response returned from Salesforce APIs.
- Logs of Response (error) q_log_errorResponse
11
- Log that the error responses are appended at the recovery adjustment.
Field Name, num, Initial Value
Download
salesforce-cooperation-20210824-229-en.qar
Only available for Professional edition.
Notes
- You need to associate the Swimlane settings according to your organizational structure upon import
- Immediately after importing, a settings error will occur
- Make the necessary settings in edit mode
- Set up integration with Salesforce
- Get the Consumer Key and Consumer Secret after setting the new connection application in the Salesforce settings Lightning Experience Application Manager in advance
- Set OAuth2 settings in the HTTP Authorization settings in the [App] menu
See also
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