Introduction

Webex Connect offers a pre-built integration node for Salesforce to make it easier for you to get, insert, update, and delete contacts or get contacts from your Salesforce account within a Webex Connect flow.

You can also get/insert a case or update an existing case in your Salesforce account using this node.

Version Supported

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This integration is based on Salesforce API v43.0.

Pre-requisites

To get Salesforce nodes enabled:

• This node needs to be enabled for your Webex Connect tenant and is not available by default. Please contact your account manager in case you wish to enable it for your account.
• Tenant would need a Salesforce account.
• This integration is available only in the cloud version of Webex Connect.
• Callback URLs for all your pre-built integrations, custom integration configurations, that use OAuth 2.0 authorization with ‘Auth Code’ Grant Type will be updated with Webex Connect branded URLs. This doesn’t impact functioning of any of your existing integration configurations until the Refresh Token for that integration expires or until you decide to reauthorize. In either of these two cases, you would need to start using the new Callback URL provided on Webex Connect UI in the third-party application you have integrated with. Another example of this is OAuth 2.0 based authentication for Gmail when using SMTP for Outbound Email channel configuration which is currently available only for Webex Connect tenants used for Webex Contact Center Integration.
  Please make sure your applications, firewalls, etc. do not restrict access to these new Callback URLs in case you have an internal policy/practice to add these URLs to the allow/accept.
• Know your Salesforce Org. Instance – Salesforce Org. instance ID is used in the API to connect with Salesforce. Each Salesforce org. has a unique instance, and the same can be obtained from Salesforce.
  • For Classic: Click on Setup | Under Administer | Company Profile| Company Information
  • For Lightning: Click on Gear Icon|Setup|Company Settings|Company information
    Some examples-
    Example 1- if your domain is https://na91.salesforce.com then your Salesforce Org. instance should be na91
    Example 2 – if your domain is https://acme.my.salesforce.com then your Salesforce Org. instance should be acme.my
    More information on the Salesforce Org. An instance can be found here.

Node Configuration

Drag-and-drop the node onto the visual flow builder and double-click the node to configure it.

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Note

Please note that the latest version of the Salesforce CRM node that you should use is v1.1 which uses UTF-8 encoding and v1.0 does not use UTF-8 encoding.

1. Select the required Method Name from the drop-down list box. Examples include methods such as Get Contact, Insert Contact, Update Contact, Delete Contact, Insert Case, etc. The following methods are supported currently:

   • Get Contact- Allows to retrieve a contact with the unique identification number of the contact.
   • Insert Contact- Allows to add a new contact using the customer’s personal details such as first name, last name, address, phone number, etc.
   • Update Contact- Allows modifying the contact with a specific unique identification number of the contact.
   • Delete Contact- Allows to delete a specific contact by contact ID.
   • Insert Case- Allows to add a case with customer’s contact details.
   • Update Case- Allows to modify the case by the Cased ID.
   • Get Case - Allows to get the case record with the customer's contact details.

2. You can select an existing authorization in case you've used this node in the past and have saved authorization credentials.

3. If you select the option to add a new authorization, you will be asked to provide a name for this authorization to be able to reuse it later on. You need to provide the following details at this step:

• 'Consumer ID' and 'Consumer Secret' for completing the authorization.
  • Authorization URL (E.g., https://login.salesforce.com/services/oauth2/authorize or https://<mydomain_url or site_url>.salesforce.com/services/oauth2/authorize in case you are using SSO)
• Access Token URL (E.g., https://<login/mydomain_url or site_url>.salesforce.com/services/oauth2/token)
• Refresh Token URL (E.g., https://<login/mydomain_url or site_url>.salesforce.com/services/oauth2/token)

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Salesforce App Configuration and Callback URL

Please note that the Callback URL that's displayed on the Add Authorization screen when you add a new authorization needs to be configured in your Salesforce application as a pre-requisite. You would need to create a connected app in Salesforce for the integration.

Here's the link to Salesforce documentation that covers the details of Connected App creation and permissions configuration.

You would need to mention the scope as 'Full Access' with 'Perform requests at any time (refresh_token) option.

4. Once the authorization has been completed, add the request parameters for the selected method and click save. You can pass the available Input Variables or Custom Variables as request parameters. E.g., in case of 'Get Contact' method, you need to provide the Salesforce Org Instance (i.e., server that your Salesforce organization is hosted on. It can be found under Set-up/Company Information section in your Salesforce org), the field name and value using which you want to search the contact. Please note that only indexed fields can be used for searching the contacts within Salesforce.

5. You can see the data that this node generates under the Output Variables section. These variables are available for use in subsequent nodes. E.g., Get Contact method returns various fields associated with the searched contact in your Salesforce account.

6. You can see the list of possible node outcomes for this node under 'Node Outcomes' section. Examples include, 'No Content found', 'Multiple records', 'OnTimeout', etc.

Methods and Outcomes

Here’s a brief description of various methods, and corresponding output variables and node outcomes associated with each of the methods.

Method Name - Get Contact

Method Name - Insert Contact

Method Name - Update Contact

Method Name - Delete Contact

Method Name - Insert Case

Method Name - Update Case

Method Name- Get Case