Salesforce modules
In an ۶Ƶ Workfront Fusion scenario, you can automate workflows that use Salesforce, as well as connect it to to multiple third-party applications and services.
For a video introduction to the Salesforce connector, see:
If you need instructions on creating a scenario, see Create a scenario in ۶Ƶ Workfront Fusion.
For information about modules, see Modules in ۶Ƶ Workfront Fusion.
- Not all editions of Salesforce have API access. For details, see the information about Salesforce editions with API access on the Salesforce Community site.
- For information on specific errors returned from the Salesforce API, see the Salesforce API docs. You can also check the status of the Salesforce API for any possible service outages.
Access requirements
You must have the following access to use the functionality in this article:
To find out what plan, license type, or access you have, contact your Workfront administrator.
For information on ۶Ƶ Workfront Fusion licenses, see ۶Ƶ Workfront Fusion licenses.
Prerequisites
To use Salesforce modules, you must have a Salesforce account.
Salesforce API information
The Salesforce connector uses the following:
About searching for Salesforce objects
When searching for objects, you can either enter individual search words or create a more complex query using wild cards and operators:
- Use the asterisk wild card (*) as a substitute for zero or more characters. For example, a search for Ca* finds items that start with Ca
- Use a question mark wild card (?) as a substitute for a single character. For example, a search for Jo?n finds items with the term John or Joan but not Jon
- Use the quotation marks operator (" ") to find an exact phrase match. For example: “Monday meeting”
For more information about search possibilities, see the Salesforce developer documentation about SOQL and SOSL.
Salesforce modules and their fields
Triggers
Watch for Records
This trigger module executes a scenario when a record in an object is created or updated. The module returns all standard fields associated with the record or records, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Watch Outbound Messages
This trigger module executes a scenario when someone sends a message. The module returns all standard fields associated with the record or records, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
This module requires some extra setup:
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Go to the Salesforce setup page.
To access the setup page, locate and click the button labeled “Setup” in the upper-right hand corner of the Salesforce account. From the Salesforce setup page, locate the “Quick Find / Search” bar on the left hand side. Search for “Workflow Rules.”
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Click Workflow Rules.
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On the the Workflow Rules page that appears, click New Rule and select the object type the rule will apply to (such as “Opportunity” if you are monitoring updates to Opportunity records).
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Click Next.
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Set a rule name, evaluation criteria, and rule criteria, then click Save and Next.
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Click Done.
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From the newly created Workflow rule, click Edit…
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From the Add Workflow Action drop-down list, select New Outbound Message.
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Specify name, description, Endpoint URL, and fields you want to include in the new outbound message, then click Save.
The Endpoint URL field contains the URL provided on the Salesforce Outbound Message in Workfront Fusion.
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Configure a scenario beginning with the Outbound Message event.
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Click the </> icon in the bottom right and copy the provided URL.
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Return to the Workflow Rules page, locate the newly created rule, then click Activate.
When you are configuring this module, the following fields display.
Watch a field
This trigger module starts a scenario when a field is updated in Salesforce.
Actions
Create a Record
This action module creates a new record in an object.
The module allows you to select which of the object’s fields are available in the module. This reduces the number of fields you must scroll through when setting up the module.
The module returns the ID of the record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Read a Record
This action module reads data from a single object in Salesforce.
You specify the ID of the record.
The module returns the ID of the record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Delete a Record
This action module deletes an existing record in an object.
You specify the ID of the record.
The module returns the ID of the record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Custom API Call
This action module lets you make a custom authenticated call to the Salesforce API. This way, you can create a data flow automation that can’t be accomplished by the other Salesforce modules.
The module returns the following:
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Status Code (number): This indicates the success or failure of your HTTP request. These are standard codes that you can look up on the internet.
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Headers (object): A more detailed context for the response/status code that doesn’t relate to the output body. Not all headers that appear in a response header are response headers, so some might not be useful to you.
The response headers depend on the HTTP request you chose when configuring the module.
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Body (object): Depending on the HTTP request you chose when configuring the module, you may receive some data back. That data, such as the data from a GET request, is contained in this object.
When you are configuring this module, the following fields display.
Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods in ۶Ƶ Workfront Fusion.
Enter a path relative to <Instance URL>/services/data/v46.0/.
For the list of available endpoints, refer to the .
{"Content-type":"application/json"}. Workfront Fusion adds the authorization headers for you.{"name":"something-urgent"}Add the body content for the API call in the form of a standard JSON object.
Note:
When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.
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URL:
query -
Method: GET
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Query String:
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Key:
q -
Value:
SELECT Id, Name, CreatedDate, LastModifiedDate FROM User LIMIT 10
Upload Attachment/Document
This action module uploads a file and attaches it to a record you specify, or uploads a document.
The module returns the ID of the attachment or document and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Download Attachment/Document
This action module downloads a document or attachment from a record.
You specify the ID of the record and the type of download you want.
The module returns the ID of the attachment or document and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Update a Record
This action module edits a record in an object.
The module allows you to select which of the object’s fields are available in the module. This reduces the number of fields you must scroll through when setting up the module.
The module returns the ID of the record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Searches
Search with Query
This search module looks for records in an object in Salesforce that match the search query you specify. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Search
This action module retrieves all records meeting a given criteria.