# Salesforce

Frends offers seamless integration with [Salesforce](https://www.salesforce.com), enabling you to effortlessly connect and automate data flows between your systems and Salesforce.

Frends has tasks for performing all core Salesforce operations.

By leveraging Frends' task-based approach, you can configure and customize Salesforce integrations according to your specific requirements. Frends offers a wide range of tasks that facilitate integrations to a variety of systems and protocols.

## Setting up the environment

To use the tasks in this package, you need a Salesforce environment. To create one, follow these steps:

1. Register to a Salesforce (for test purposes you can use a Developer Edition trial at [Salesforce](https://developer.salesforce.com/free-trials)).
2. Go to **Setup → Apps → External Client Apps → Settings**.
3. Enable **Allow creation of connected apps**.
4. Click **New Connected App**.
5. Fill in the following:
   * Required fields (*Connected App Name*, *API Name*, *Contact Email*).
   * Enable **OAuth Settings**.
   * Set the **Callback URL** (any valid URL, e.g., <https://www.google.com>).
   * Add **Full access (full)**, **Manage user data via APIs (api)** and **Perform requests at any time (refresh\_token, offline\_access)** to **Selected OAuth Scopes**.
   * Enable **Client Credentials Flow**.
6. Get the **Consumer Key** and **Consumer Secret** by clicking **Manage Consumer Details**.\
   You can retrieve them later by following these steps:
   * Go to **Setup → Apps → App Manager**.
   * Click **View** in the **Action** column next to your app.
   * Click **Manage Consumer Details** (you will need a verification code sent to the email address you provided during registration).
7. Go to **Setup → Identity → OAuth and OpenID Connect Settings**.
8. Enable **OAuth Username-Password Flows**.

*(Additional steps to set up PubSup API access)* 9. Enable events

* Go to Navbar → Platform Tools → Integrations → Change Data Capture
* Select Event (Event) and save changes

10. Get TenantId (OrgID)
    * Go to Navbar → Settings → Company Settings → Company Information
    * Tenant id is under Organization Detail -> Salesforce.com Organization ID
11. Create custom events
    * Go to Navbar → Platform Tools → Integrations → Platform Events
    * Click New Platform Event and set the following:
      * Label: Test Event
      * Plural Label: Test Events.
      * Object Name: Test\_Event (API Name will be "Test\_Event\_\_e").
      * Publish Behavior: Choose Publish After Commit.
    * Add Custom Fields:
    * Save, go to the event and Click New under Custom Fields (e.g., a Text field called Message).
12. Enable event permissions
    * Go to Navbar → Administration → Users → Permission Sets
    * Create new e.g. PubSub\_Test\_Access
    * Go to permission settings and click on Object settings
    * Select your test event and enable Read and Create permissions
    * Go back to permission settings and click Manage Assignments and add test user

***

**PubSub HINT**

To manually add an event, Click on GearIcon → DebugConsole Select Debug → Open Execute Anonymous Window In new windows type:

```
Test_Event__e event = new Test_Event__e(Message__c = 'Hello from UI a bit later!');
EventBus.publish(event);
```

And click Execute

***

To use the task, provide the following data:

* `Input.Domain` → The domain that was created for you after registration.
* `Options.AuthUrl` → By default: <https://login.salesforce.com/services/oauth2/token>
* `Options.ClientId` → Consumer Key from step 6.
* `Options.ClientSecret` → Consumer Secret from step 6.
* `Options.Username` → Your Salesforce username (check it in **Setup → Users → Users**).
* `Options.Password` → Password for your Salesforce user.
* `Options.SecurityToken` → Security token for your Salesforce user. You can get it as follows:
  * Click your profile icon → **Settings**.
  * Go to **My Personal Information → Reset My Security Token**.

    > **WARNING**: This will expire the previous Security Token, hence it may be a destructive operation!
  * The security token will be sent to the email address you provided during registration.

## Use cases

Below you will find typical use cases for Salesforce integrations and how they are implemented in Frends.

### Synchronize data to Salesforce

By using the [`CreateSObject`](https://docs.frends.com/tasks/tasks/salesforce/createsobject) and [`UpdateSObject`](https://docs.frends.com/tasks/tasks/salesforce/updatesobject) tasks we can create an integration that syncs customer data from another CRM system.

<figure><img src="https://2096450325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FevBo49UTUjEN84O2WPl6%2Fuploads%2Fgit-blob-f4f7309dfa5867737da5d266d4e1eb5ff4471afd%2Fsalesforce-sync.svg?alt=media" alt=""><figcaption><p>Sync</p></figcaption></figure>

### Query Salesforce data

By using the [`ExecuteQuery`](https://docs.frends.com/tasks/tasks/salesforce/executequery) task we can create an integration that queries Salesforce for customer data.

<figure><img src="https://2096450325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FevBo49UTUjEN84O2WPl6%2Fuploads%2Fgit-blob-c91a3e3b292e9fd55c0e111e795d22c100de1847%2Fsalesforce-get-customer-data.svg?alt=media" alt=""><figcaption><p>Get customer</p></figcaption></figure>