Salesforce
Salesforce.com is a cloud-based customer relationship management (CRM) software used to manage customer data, sales processes, marketing campaigns, and customer service activities
Salesforce.com is a cloud-based customer relationship management (CRM) software used to manage customer data, sales processes, marketing campaigns, and customer service activities
Category: Customer Support. Adds 3 actions to a care flow.
What to configure
Set these once, on the extension in Awell Studio. An action fails at run time if a required setting is missing.
| Setting | Required | Notes |
|---|---|---|
| API version | No | Defaults to v61.0 |
| Client ID | Yes | — |
| Client secret | Yes | — Stored as a secret. |
| Password | No | The password of the user that the connected app is imitating. A password is only needed when using the Password grant, leave blank to use client credentials grant Stored as a secret. |
| Domain name | Yes | The subdomain of your Salesforce tenant (e.g. "awell" or "awell.sandbox") |
| Username | No | The username of the user that the connected app is imitating. A username is only needed when using the Password grant, leave blank to use client credentials grant. |
Actions
Salesforce adds these 3 actions to a care flow. Add one to a step, then fill in its inputs.
Create lead
Creates a new lead object in Salesforce
| Input | Type | Required | Description |
|---|---|---|---|
| Data | json | Yes | Information used to create the Lead |
| Care Flow ID Field | string | No | The field name in Salesforce that contains the Care Flow ID. If left blank, the Care Flow ID will not be included in the update. |
Returns:
| Data point | Type |
|---|---|
createdLeadId | string |
Get lead
Retrieve a Lead from Salesforce
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| Lead ID | string | Yes | — |
Returns:
| Data point | Type |
|---|---|
leadData | json |
Update lead
Updates an existing lead object in Salesforce
This action can be previewed in Studio before you publish, and retries automatically on a transient failure.
| Input | Type | Required | Description |
|---|---|---|---|
| Lead ID | string | Yes | The object ID of the Lead in Salesforce to update |
| Data | json | Yes | Information used to update the Lead |
Setup and notes
Salesforce
SFDC is a cloud-based customer relationship management (CRM) software used to manage customer data, sales processes, marketing campaigns, and customer service activities
Extension settings
For this extension to work, you will need to provide the below settings:
- Salesforce subdomain (
https://<SUBDOMAIN>.my.salesforce.com/services/oauth2/token) - Client ID
- Client secret
- Username*
- Password*
Username and password are optional. When specified, the Password grant will be used to authenticate with the Salesforce API. When left blank, the Client Credentials grant will be used.
Create a Lead
A lead is a standard Salesforce object (sObject). You can use this action to create a Lead object.
Update a lead
Updates a Lead record based on the specified data and provided Lead record ID. Field values provided replace the existing values in the Lead record (PATCH).
Changelog
Salesforce changelog
Where this page comes from
The settings, actions, inputs, outputs and webhooks above are generated from the
extension's own code, at @awell-health/awell-extensions v2.1.159. They match what the
platform actually does rather than a description of it.
Field-level detail also appears in Awell Studio when you configure the action. Something wrong or missing? Email support@awellhealth.com.