1. Using the Salesforce Adapter with Oracle Integration Generation 2
  2. Add the Salesforce Adapter Connection to an Integration
  3. Invoke Operations Page

Invoke Operations Page

Enter the Salesforce invoke operation values for your integration.

Select the operation type to perform in the Salesforce.com application:

Query Information

Element Description

If you selected Query Information on the Action page to enter a Salesforce Object Query Language (SOQL) or Salesforce Object Search Language (SOSL) query to send as a request to the Salesforce application, the following options are displayed.

  • Query: Executes a query against specific criteria and returns data matching that criteria. See Retrieve the Name and IDs from Account Records with the queryMore Operation.

    Use the queryMore operation in the following scenarios:

    Deleted and achieved records:

    • Exclude: If you selected the Query operation and Exclude option, a query is executed that returns records that are not deleted from your Salesforce application account.
    • Include: If you selected the Query operation and Include option, a query is executed that returns the same data as the query operation, along with deleted records present in the recycle bin.

  • Retrieve: Retrieves accounts from Salesforce application.

  • Search: Returns records from the Salesforce application. You can specify binding parameters to dynamically provide a search string as input to your search operation.

Enter a Salesforce Object Query Language (SOQL) Statement

 Enter a valid query statement. SOQL statements evaluate to a list of sObjects, a single sObject, or an integer for count method queries. The following examples are provided:
“SELECT Id FROM Contact WHERE Name LIKE 'A%' AND MailingCity = 'California'”
SELECT COUNT() FROM Contact

SOSL statements evaluate to a list of sObjects, where each list contains the search results for a particular sObject type. For example:

“SELECT a.name, a.id, a.accountNumber, c.name from Contact c, c.Account”
Click here for SOQL Query Reference Contains a list of SOQL query samples.
Binding Parameters

Displays any parameters included in the query. For example, orgId is a parameter in the following query: 

SELECT a.name, a.id, a.accountNumber, c.name from Contact c, c.Account a WHERE a.name = "&orgId"

This query displays a binding parameters text box in which to enter a test value for orgId.

Test My Query

Click to validate the query against the Salesforce application. Query results are displayed. If errors occur, you receive results about how to correct the query.

Create, Update Or Delete Information Operation Type

Element Description

If you selected Create, Update Or Delete Information on the Action page, the following option is displayed.

  • Create, Update, Upsert, or Delete Information: Represents the create, update, upsert, or delete operation to perform on Salesforce business objects.

    A use case is provided for the upsert operation. See Insert or Update Records Using the Upsert Operation.

Note: For the Upsert operation, an external ID field must be mapped to a Salesforce API field name. Otherwise, you receive an error, see Error When the Upsert Operation is Performed Without Mapping the External ID Field.

Perform Bulk Data Operations

Element Description
If you selected Perform Bulk Data Operations on the Action page, the following options are displayed.

  • Create

  • Delete

  • FinalBatch

  • Get Batch Results: Requests the response data for the batches of its respective job. It takes the jobId and BatchId as inputs and downloads a file. The file contains the respective batch response data to Oracle Integration, the response file path, and the file name. This information is available to you in the response mappings.

  • Get Status For All Batches: Requests the details of the bulk job primarily for checking job status. Once the job completes, you can fetch the batch results using the Get Batch Results operation. It takes the jobId as input and provides details/status of all batches for the job ID provided.

  • Update

  • Upsert

A use case is provided for this operation. See Process Large Data Sets Asynchronously with Different Bulk Operations.

Perform Core or Utility Operations

Element Description
If you selected Perform Core or Utility Operations on the Action page, the following options are displayed.
  • Convert Lead: Converts a lead into an account, a contact, or an opportunity in Salesforce.com.
  • Get Deleted: Retrieves deleted IDs of the Salesforce record of a selected object for a limited time period (maximum of one month).

  • Get Server Timestamp: Retrieves the server timestamp (Coordinated Universal Time (UTC) time zone). This operation does not take any input data. This operation returns an element named timestamp of type dateTime that contains the server timestamp value.

  • Get Updated: Retrieves IDs of an updated Salesforce record of a selected object for a limited time period (maximum of one month).

  • Get User Info: Retrieves information about the current user being used in the Salesforce connection configuration. This operation does not take any input data. This operation returns user information such as userId, userFullName, userEmail, profileId, roleId, organizationId, and so on.

  • Merge: This operation merges up to three records into one record in Salesforce.com.
  • Process: Related to the approval process in Salesforce.com. An approval process automates how records are approved, rejected, or removed in Salesforce.com.

    With the help of the Salesforce Adapter, you can use two process modes to submit the approval request and process the requests approval action.

    Process mode:
    • ProcessSubmitRequest
    • ProcessWorkitemRequest
  • Undelete: Restores Saleforce.com records from the recycle bin.

  • Send Email: Triggers a single email message request to Salesforce. This operation takes most standard email attributes, templateIds, targetObjectIds, and other attributes as input. This operation responds with the Boolean element Success that defines the status of the message triggered. If the email message is successfully triggered, it responds with true. Otherwise, it responds with false.

    • Send Mass Email: Triggers a mass email message request to Salesforce. This operation takes most standard email attributes, templateIds, multiple targetObjectIds, and other attributes as input. This operation returns the Boolean element Success that defines the status of the message triggered. If the email message is successfully triggered, it responds with true. Otherwise, it responds with false.

Filter By Object Name
Type the initial letters to filter the display of business objects. You can also select a filter type:

  • All: Displays all objects.

  • Custom: Displays objects you created. Custom business objects are appended with “__c” (two underscores).

  • Standard: Displays business objects delivered as part of the Salesforce application.

  • Recommended: Displays the most frequently used objects.

Select Business Objects

Select a single or multiple business objects to include in the operation. If the operation supports multiple objects, you can select up to ten objects for one operation.
Use Default Header If this checkbox is selected, the Headers page is skipped. Default headers based on the operation you selected on the Operations page are applicable.

You can deselect this checkbox if you want to use a header other than the default.