Configuration

This section explains each of the properties in the configuration blade. 
General
Property
Description
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
Property
Description
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
Property
Description
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
Property
Description
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
Name
Description
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.

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

Property	Description
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.

Property	Description
Consumer Key	The consumer key of the Salesforce Connected App.
Consumer Secret	The consumer secret of the Salesforce Connected App.

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

Name	Description
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.

Last modified 1yr ago