Enable the Salesforce App
Apps
in Cobalt and search for Salesforce and enable the app by clicking on the Go Live
button in the top right corner.Settings
and provide the Client ID and Client Secret of your Salesforce OAuth app and click on Save
.Create a Linked Account
Param | Required | Type | Description |
---|---|---|---|
linked_account_id | Mandatory | String | Unique customer identifier |
name | Optional | String | Name of the customer |
Generate Session Token for your Linked Account
Open Hosted Portal Auth Flow
Authenticate Using Hosted Portal
Workflows
and create a new workflow by clicking on +Add Workflow
button and name it as Sync Opportunities
.
Data Import from Salesforce
Add Trigger in Start Node
Start Node
, select your native app option and click on + Create New Event
.Add Salesforce Node
Nodes
option in the top right and drag the Salesforce Node from Native Apps section to the workflow builder. Connect this node with Start Node.Fetch Opportunities from Salesforce using Action
Get Entity with SOQL
action.SOQL query
field and click on Save
.Add Custom Code node
Mapping Opportunity fields
+ Map Fields
under Input Parameters, add key name as deals
and in value we will provide the response received through Salesforce node which will be restructured.In Value
, select Nodes tab under Insert Variable and click on +
of the Salesforce Node.API Proxy in Workflow
Developer
> API Proxies
and click on New Action
. Configure an API endpoint, where you want to receive the response.If you want to test, go to webhook.site and copy Your unique URL
and configure this as a POST Request and Save
.Use API Proxy in Workflow
Save
.Workflows
and create a new workflow by clicking on +Add Workflow
button and name it as Create New Contact
.
Push Data to Salesforce
Add Trigger in Start Node
Start Node
, select your native app option and click on + Create New Event
.Add Salesforce Node
Nodes
option in the top right and drag the Salesforce Node from Native Apps section to the workflow builder. Connect this node with Start Node.Add Action in node
Create Contact
action.
To provide the data in all the fields from your Event payload, just click on a field and from the Event tab under Insert Variable, select the fields from the body that you sent as payload.Update records workflow
Add Salesforce Webhook as trigger
Contact Created
event.Send New Contact data to your system
Save
.Create Config for Linked Account
Application Slug
and linked_account_id
as mandatory fields for it. You can request in the following way:Enable Workflow
Third Step