Working with Salesforce Objects
Overview
Interacting with Salesforce objects is a core functionality when integrating Salesforce with Kognitos. This section covers how to fetch data, create and modify Salesforce objects, and delete them when necessary.
Fetching Data using custom SQL queries
To fetch data from Salesforce using custom SQL queries:
fetch the records from salesforce where
the query is "SELECT Id, Email FROM Contact"
Fetching Data using Direct Queries
To fetch data from Salesforce using direct queries:
get salesforce's leads whose annual revenue is less than 1000000000
Creating and Modifying Salesforce Objects
Adding New Records
To add a new record to Salesforce, you need to specify the type of object you're creating and provide the necessary field values. Example:
the opportunity is
the name is "New Deal"
the close date is "2023-12-31"
the stage is "Prospecting"
add the opportunity in salesforce
This creates a new opportunity named "New Deal" with a close date and stage specified.
Updating Existing Records
To update an existing Salesforce object, you must identify the object by its ID and specify the fields you want to update. Example:
the opportunity's ID is "006xx000001Sv6aAAC"
change the opportunity's stage to "Closed Won" in salesforce
This updates the stage of the specified opportunity to "Closed Won".
Deleting Salesforce Objects
Single Deletion
To delete a specific Salesforce object, you need to specify the object and its ID.
Example:
the salesobject's ID is "006xx000001Sv6aAAC"
delete the salesobject
This command deletes the sales object with the specified ID.
Creating a new lead in Salesforce
To create a new lead in Salesforce:
Create a lead in salesforce with
the lead status is "New"
the last name is "Hackmann Test"
the company is the lead company
the email is the lead email
the lead source is "Other Campaigns"
Last updated
Was this helpful?