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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.

ActivityDescription
Salesforce ContextA 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 RecordsReturns back the record(s) from the specified Salesforce entity matching the specified criteria.
Create RecordCreates a new record with all the details provided inside the specified Salesforce entity
Update RecordUpdates the existing record(s), which matches the specified criteria under the specified Salesforce entity
Delete RecordDeletes the record(s), which matches the specified criteria, under the specified Salesforce entity
Download FileDownload the specified file from the specified Salesforce record.
Upload FileUpload the selected file into the specified Salesforce record.
Update FileUpdate an existing file inside the specified Salesforce record.
Get FilesGets the file objects of all the files associated with the specified Salesforce record.
Get File By NameGets the file object of the specified file, by name, associated with the specified Salesforce record.
Get File VersionsRetrieves all versions of the specified file, associated with the specified Salesforce record.
Delete FileDeletes the specified file from the Salesforce repository.
Download AttachmentDownload the specified attachment from the specified Salesforce record.
Upload AttachmentUpload the selected file as an attachment into the specified Salesforce record.
Get AttachmentsGets the attachment objects of all the attachments associated with the specified Salesforce record.
Get Attachment By NameGets the attachment object of the specified file, by name, associated with the specified Salesforce record.
Delete AttachmentDeletes the specified attachment from the Salesforce repository.
Create NoteCreate a new Salesforce Note and associate it to the specified Salesforce record.
Update NoteUpdate an existing Salesforce Note.
Get NotesGets the note objects of all the Notes associated with the specified Salesforce record.
Get Note By TitleGets the note object of the specified note, by title, associated with the specified Salesforce record.
Delete NoteDeletes 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.