Log a Call (Salesforce) Data Flow Template
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This is made up of two that allow app builders to keep track of calls by logging them as a task in Salesforce. This is achieved by connecting with the integration and then passing data to this Data Flow to create a record in Salesforce and save the call details in it as a task.
This Data Flow contains three parts:
The Start pane keeps track of the inputs required by the Data Flow.
Sample Inputs:
agent_id Variable of type Text
subject Variable of type Text
description Variable of type Text
Datasource: Salesforce
Operation: Create record (Create a new record in Salesforce)
Object Type: Task (Task)
Object Body:
Name ID (Whold)
contact_id
Subject (Subject)
subject
Status (Status)
Completed (Completed)
Due Date Only (ActivityDate)
Call Type (CallType)
Outbound (Outbound)
Assigned To ID (OwnerId)
agent_id
Task Subtype (TaskSubtype)
Call (Call)
Description (Description)
description
Transform Expression: task_id_results.results.id - Airscrit expression to retrieve the task id
Output Format: Variable
Type: List of Text
Run Results: task_id output Variable of type List of Text that is automatically created to hold the results of this Operation.
The End step is where variables from the Data Flow can be used as an output.
task_id Variable of type Text
Allow app builders to log a call in a Salesforce record.
In , Data Flow templates can be found with pre-populated sample data. However, to meet the requirements of their , app builders should perform the necessary adjustments, such as adding other Data Ops.
Bear in mind that in order to use Salesforce as a datasource, credentials must be set in > to connect the corresponding account.
contact_id of type
call_datetime Variable of type
Airkit expression using the function to format DateTime
Run Results: sf_task_result output Variable of type that is automatically created to hold the results of this Operation.