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Salesforce - Download Data to Workflows

Overview

Before using the blueprint, gather the following: **Salesforce Credentials:** Including the access token, consumer key, consumer secret, username, password, security token, and domain. CSV File Parameters: Desired filename for the resulting CSV. List of field names you want to export. The Salesforce object type you're exporting from (e.g., Account, Contact). **Workflow:** The blueprint first establishes a connection with Salesforce using the provided credentials. It then requests the data from the specified Salesforce object and fields. The extracted data is saved into a CSV file, which will be named as per your input and given a ".csv" extension if not already present. Error Handling: Should there be any issues with authentication or data extraction, the blueprint will provide clear feedback, ensuring you're always informed.

Variables

NameReferenceTypeRequiredDefaultOptionsDescription
Domain URLSALESFORCE_DOMAINAlphanumeric--The domain used to access your Salesforce instance.
Access TokenSALESFORCE_ACCESS_TOKENPassword--Token provided by Salesforce to securely authenticate and access their API.
Consumer KeySALESFORCE_CONSUMER_KEYAlphanumeric--Unique key to identify and authenticate your application's integration.
Consumer SecretSALESFORCE_CONSUMER_SECRETPassword--Secret key used in tandem with the consumer key to authenticate your application.
UsernameSALESFORCE_USERNAMEAlphanumeric--Your Salesforce account's username.
PasswordSALESFORCE_PASSWORDPassword--Your Salesforce account's password.
Security TokenSALESFORCE_SECURITY_TOKENPassword--Additional security token provided by Salesforce to enhance protection.
Output FilenameSALESFORCE_FILENAMEAlphanumericoutput.csv-The desired name/path for the resulting CSV file.
Desired Field NamesSALESFORCE_FIELD_NAMESAlphanumeric--List of field names from the Salesforce object you want to export.
Object TypeSALESFORCE_OBJECT_TYPEAlphanumeric--The specific Salesforce object type (e.g., Account, Customer) you want to export data from. This name must match Salesforce's API Name from their object manager view.

YAML

Below is the YAML template

YAML

source:
  template: Salesforce - Download Data to Workflows
  inputs:
    SALESFORCE_DOMAIN:
    SALESFORCE_ACCESS_TOKEN:
    SALESFORCE_CONSUMER_KEY:
    SALESFORCE_CONSUMER_SECRET:
    SALESFORCE_USERNAME:
    SALESFORCE_PASSWORD:
    SALESFORCE_SECURITY_TOKEN:
    SALESFORCE_FILENAME: output.csv
    SALESFORCE_FIELD_NAMES:
    SALESFORCE_OBJECT_TYPE:
  type: TEMPLATE
guardrails:
  retry_count: 1
  retry_wait: 0h0m0s
  runtime_cutoff: 1h0m0s
  exclude_exit_code_ranges:
    - 102
    - 103
    - 201
    - 202
    - 206

      
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