Create a Salesforce Output

To create a Salesforce Output, you must first create a Salesforce Connection

Create an Output to Salesforce in Hero Platform_

  1. Open Hero Platform_.
  2. Open Integration from the navigation menu and select Outputs.

  3. Click Create New Output.

  4. Give the Output a name and select a Salesforce Connection.
  5. Configure the Salesforce Output data.

    • Select the operation to perform:
      • Create/Update - Add data to Salesforce.
      • Delete - Remove data from Salesforce.
    • Select the type of object to write from the drop-down list.
    • Selected the radio button to fetch fields automatically.
      • If YES is selected, fields are automatically displayed below.
      • If NO is selected, manually enter the fields and assign each field a data type.
    • From the Salesforce object mapping table:
      • Confirm or change field names.
      • Confirm or change field data types.
      • Remove or confirm the arrangement of fields.
      • Add additional field names and their data types. (Optional)
    • Click OK to save the Output.

A Flow with a Salesforce Output can be run in the FORGIVING execution mode. In forgiving mode, records that are not found can be skipped without causing the Flow to fail.

The following Salesforce errors/exceptions cannot be skipped with the forgiving execution mode and will cause a Flow to fail:

  • ReauthRequired
    When the token or the session expires or when the session is not valid for use with the API.
  • InactiveUser
    When the user is invalid or inactive.
  • InactiveOrganization
    When the organization is inactive.
  • RestApiDisabled
    When the REST API is not enabled.
  • BadOAuthToken
    When the API reports the OAuth token to be invalid.
  • UnknownError
    If the error does not fit into any of the previous categories