Configuration

This section explains each of the properties in the configuration blade.

General

PropertyDescription

Collection

This associates the Agent to a specific Collection (default to that of the current Data Stream).

Refer to Collections and Stream Hosts to understand more about Collections.

Salesforce Login Details

PropertyDescription

Use Variables?

Tick to use saved variables for authentication properties; or enter the text manually.

Username

The username for the Salesforce login.

Password

The password for the Salesforce login.

Is Sandbox?

Tick to connect to a Salesforce Test Environment; or leave unticked to connect to a Salesforce Production Environment.

Custom API OAuth Setting

PropertyDescription

Consumer Key

The consumer key of the Salesforce Connected App.

Consumer Secret

The consumer secret of the Salesforce Connected App.

Please select an object to be created

PropertyDescription

Object

The name of the required Salesforce object e.g. Accounts, Work Orders.

Before configuring the Action Agent, please ensure that its input endpoint is connected to a parent Agent which will be sending data to it.

Input Mapping

Each parent Agent attribute is mapped against a column in the selected Salesforce object.

Refer to Setup Input Mappings for step-by-step instructions.

Please use Schema Builder in Salesforce to check the available fields within the selected Salesforce object.

Endpoints

NameDescription

Input

This endpoint is used to receive data from the parent Agent.

Output

An event per record created is made available to this endpoint. The output attributes are the same as the Salesforce object selected.

Error

If errors are encountered during the execution of this Agent they will be published on this endpoint.

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