Example

This example demonstrates how to use this Action Agent to create new Account records in Salesforce.
Refer to configuration to understand all configuration options of this Agent.
Step 1: Add the Agent
Drag the Salesforce Action Agent onto the canvas. Link the input endpoint to the account data and the output endpoint to the printer. Rename the Agent and save the Data Stream.
Step 2: Configure General
Select the Agent and click Configure. In this case, keep the default Collection.
Step 3: Configure Authentication
Enter the Authentication details of Salesforce and OAuth details of the Salesforce Connected App.
Step 4: Configure Object
Set the object to be created. In this case, select Account.
Apply the changes and save the Data Stream.
Step 5: Configure Mapping
Select the Salesforce Agent's input arrow and click Configure.
Map the parent Agent outputs to the Account Object columns. Use the Auto Map function if the parent output's name same as the Object's column name. 
Apply the changes and save the Data Stream.
Step 6: Results
Publish the Data Stream.
Let's look at the Live Data View. Observe that output is printed if the new Account has been successfully created.
Files
File
Link
Security Key
Data Stream
Salesforce Action Agent Example.xuc
C0mp|ex123
Sample Data
Salesforce Account Data Example.csv
​
See the Import, Export, and Clone - XMPro article for steps to import a Data Stream.

File	Link	Security Key
Data Stream	Salesforce Action Agent Example.xuc	C0mp\|ex123
Sample Data	Salesforce Account Data Example.csv

Last modified 1yr ago