Overview
IntelliBuddies enables you to automate Salesforce processes. You can connect to your Salesforce Application using Salesforce Context activity, which will then allow you to perform all kinds of CRUD operations on Salesforce Entities. Here is the list of activities supported by IntelliBuddies to automate your Salesforce processes.
| Activity | Description |
|---|---|
| Salesforce Context | A container activity to bundle all Salesforce related operations to be performed as part of the process. It connects to the Salesforce using the specified Salesforce Connected App registration and user credentials. |
| Get Records | Returns back the record(s) from the specified Salesforce entity matching the specified criteria. |
| Create Record | Creates a new record with all the details provided inside the specified Salesforce entity |
| Update Record | Updates the existing record(s), which matches the specified criteria under the specified Salesforce entity |
| Delete Record | Deletes the record(s), which matches the specified criteria, under the specified Salesforce entity |
| Download File | Download the specified file from the specified Salesforce record. |
| Upload File | Upload the selected file into the specified Salesforce record. |
| Update File | Update an existing file inside the specified Salesforce record. |
| Get Files | Gets the file objects of all the files associated with the specified Salesforce record. |
| Get File By Name | Gets the file object of the specified file, by name, associated with the specified Salesforce record. |
| Get File Versions | Retrieves all versions of the specified file, associated with the specified Salesforce record. |
| Delete File | Deletes the specified file from the Salesforce repository. |
| Download Attachment | Download the specified attachment from the specified Salesforce record. |
| Upload Attachment | Upload the selected file as an attachment into the specified Salesforce record. |
| Get Attachments | Gets the attachment objects of all the attachments associated with the specified Salesforce record. |
| Get Attachment By Name | Gets the attachment object of the specified file, by name, associated with the specified Salesforce record. |
| Delete Attachment | Deletes the specified attachment from the Salesforce repository. |
| Create Note Attachment | Create a new Salesforce Note and associate it to the specified Salesforce record. |
| Update Note Attachment | Update an existing Salesforce Note. |
| Get Note Attachments | Gets Notes attached to the specified record inside Salesforce. |
| Get Note Attachments By Title | Gets the note object of the specified note, by title, associated with the specified Salesforce record. |
| Delete Note Attachment | Deletes the specified note from the specified Salesforce record. |
| Create Note | Create a new Salesforce Note and associate it to the specified Salesforce record. |
| Update Note | Update an existing Salesforce Note. |
| Get Notes By Record Id | Gets Notes attached to the specified record inside Salesforce. |
| Get Notes By Title | Gets the note object of the specified note, by title, associated with the specified Salesforce record. |
| Link Note To Record | Links the specified Note to the specified Salesforce record using their Id. |
| Delete Note | Deletes the specified note from the specified Salesforce record. |
Prerequisites
For IntelliBuddies to work with your Salesforce Application, you will have to provide a Salesforce Account along with a Salesforce Connected App. You can obtain these by contacting your Salesforce Administrator.
Note: You can find more information on obtaining Salesforce Connected App from here: Creating Salesforce Connected App
Salesforce Entities
IntelliBuddies allows you to work with all the standard and custom Entities available as part of your Salesforce Application. Salesforce Context activity allows you to select the entities you would want to work with as part of the current process. On selection of Entities, IntelliBuddies will create a Salesforce Entities Stub under the Namespace IntelliBuddies.Salesforce.Entities thereby allowing easy access to Salesforce Entities with its corresponding Object Model.