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
Name | Reference | Type | Required | Default | Options | Description |
---|---|---|---|---|---|---|
Domain URL | SALESFORCE_DOMAIN | Alphanumeric | ✅ | - | - | The domain used to access your Salesforce instance. |
Access Token | SALESFORCE_ACCESS_TOKEN | Password | ➖ | - | - | Token provided by Salesforce to securely authenticate and access their API. |
Consumer Key | SALESFORCE_CONSUMER_KEY | Alphanumeric | ➖ | - | - | Unique key to identify and authenticate your application's integration. |
Consumer Secret | SALESFORCE_CONSUMER_SECRET | Password | ➖ | - | - | Secret key used in tandem with the consumer key to authenticate your application. |
Username | SALESFORCE_USERNAME | Alphanumeric | ➖ | - | - | Your Salesforce account's username. |
Password | SALESFORCE_PASSWORD | Password | ➖ | - | - | Your Salesforce account's password. |
Security Token | SALESFORCE_SECURITY_TOKEN | Password | ➖ | - | - | Additional security token provided by Salesforce to enhance protection. |
Output Filename | SALESFORCE_FILENAME | Alphanumeric | ✅ | output.csv | - | The desired name/path for the resulting CSV file. |
Desired Field Names | SALESFORCE_FIELD_NAMES | Alphanumeric | ✅ | - | - | List of field names from the Salesforce object you want to export. |
Object Type | SALESFORCE_OBJECT_TYPE | Alphanumeric | ✅ | - | - | 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
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