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Salesforce

Using custom fields in Salesforce

Note that custom fields have a new ending with __c (two underscores). Make sure to include this when e.g. using a filter on custom fields.

Use the Block Describe object to get all the metadata of an object, including the fields, or use the block List fields from object to retrieve just a list of all fields (including custom fields):

The Describe Object block in use.

The List Fields From Object block and Describe Object block, both linked to Salesforce.

Using SOQL queries in Salesforce

You can use the block Custom query to run any SOQL query in Salesforce. This is useful to e.g. retrieve any type of object from Salesforce.

The Custom Query block in use.

An example of a Custom Query block taking data from Salesforce.

Upsert queries with external ID

To perform an upsert statement based on an object's external ID, make sure that within Salesforce the object's custom field corresponding to this external ID is configured as an external ID. To add a new custom field to a Salesforce object that can act as an external ID, go to Setup > Platform Tools > Objects and Fields > Object Manager. Select the object type (for example Contact) for which you want to create the new field. Go to Fields & Relationships > New. Choose Text as datatype and make sure the External ID checkbox in Step 2. Enter the details is selected.

The New Custom Field form.

The New Custom Field form, step 2. The Field Label, Length, and Field Name fields are filled in, and External ID is checked.

To retrieve the external ID field's name (which you'll need to enter in the endpoint in the automation editor) go back to Fields & Relationships and select the newly added field. The API Name is the value required in the automation editor for external_id_name field.

The new external id's page.

The new external id's page. The API Name field is highlighted.

Salesforce license requirements for API access

Qlik Application Automation for OEM uses the Salesforce REST API to access Salesforce. API access is included in following Salesforce editions:

  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition

API access is not included in following versions:

  • Professional Edition: API access can be purchased from Salesforce
  • Essential Edition

More info: Salesforce editions with API access

You can sign up for a Developer edition free trial here: Salesforce Developers

To find your current edition, in Salesforce go to Setup > Company information.

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