Tags Salesforce Service

Salesforce Service

Configuring Salesforce Analytics (Smart farming app)

This is how we will set up Salesforce Analytics for the smart farming IoT app. Log in to Salesforce Analytics. ...

Creating a list of products in Salesforce

Here is how we can create a list of products in Salesforce: Log in to Salesforce and navigate to the Sales Console. ...

Using Salesforce for authentication

As part of the Salesforce Service, we provide various authentication approaches to match the specific needs for your application. How app users authenticate with Salesforce As...

Quick start – Salesforce integration

Here is a quick look at the Boomi Flow Salesforce service - Service URL, features, configuration, actions, and types. Service URL https://salesforce.manywho.com/plugins/api/salesforce/1 Features Identity ...

Finding the Salesforce authentication URL

The Salesforce authentication URL is the URL you use to access Salesforce. This URL is different based on the Salesforce environment you are using. For Salesforce...

Popping tabs with a flow in Salesforce

Salesforce pages are displayed as primary tabs and subtabs in the Salesforce console. The primary tab is where the main work happens - for...

Tutorial: Embedding a flow in a console tab

Boomi Flow apps work seamlessly with Salesforce. You can embed a flow in a console tab, where clicking a tab launches a flow. The...

Finding the Salesforce base URL

You can find the Salesforce base URL (also called Chatter base URL or instance URL) in the address bar of your browser, once you are...

Tutorial: Using flows as Salesforce records

You can use flows as records in Salesforce. Boomi Flow integrates seamlessly with Salesforce, letting your users/agents launch a Boomi Flow Visualforce page when they...

Tutorial: Passing data from Salesforce to a flow

In order to pass data to a flow, you need to do a couple of things - Set up your flow to receive the information, and set up...

Tutorial: Using flows as console components

You can embed flows as components in the Salesforce Service Console for any object (e.g. Contact, Account, Case, etc). This allows your agents to...

Changing authentication to ‘SuperUser’

If you change the value storing the authentication strategy of the Salesforce service configuration in your tenant to 'SuperUser', your Salesforce flows will not require any additional login to...

Finding the Consumer Key and Secret

You will need the Consumer Key and Consumer Secret while configuring your Salesforce integration for the Boomi Flow client. Here is how you can find...

Finding the ManyWhoFlow Visualforce page

Salesforce lists your ManyWhoFlow Visualforce page under the Visualforce Pages section, which is listed under the Develop menu in the Build section. Required: Salesforce...

Tutorial: Passing a Record ID to a flow

Salesforce objects have a field of type ID named Id, and containing a unique identifier for each record in the object. The ID is similar to a...

Setting up the Service Console

The Service Console in Salesforce is an app that provides a comprehensive view of each customer, and where that customer is in your support process....

Setting up the Salesforce player

You can run your flows from Salesforce. To do that, you need to add a custom player, and select it when running the flow....

Hard coding the Flow ID in Visualforce

Sometimes, you may need to hard code your Flow ID in Salesforce (for example, to embed a flow in a Chatter action). Do not make...

Cloning the ManyWho Visualforce page

It is recommended that you clone your ManyWho page, rename it, and then make any edits you may have to the new page, while...

Tutorial: Embedding a flow in a Chatter action

You can add your flow as a custom Chatter action in Salesforce, by cloning and editing the ManyWhoFlow Visualforce page to create a new page,...

Running a flow from the Visualforce page

Boomi Flow works seamlessly with Salesforce. You can build a flow using the Boomi Flow Drawing Tool, and run it as an app inside...

Tutorial: Salesforce Lead manager app

You can use Boomi Flow to build an app that lets you add records to Salesforce Lead records. Boomi Flow massively reduces the need to code, and...

Salesforce Service 1.8.0

June 02, 2016 Fixed: Fixed the Service treating decimal values as strings in filters – View Commit.

Salesforce Service 1.12.1

August 04, 2016 Fixes: Had to improve the logic for situations where the .Name reference is used rather than the standard __r.{FieldName} convention.

Salesforce Service 1.12.0

August 01, 2016 Fixes: Modified the Salesforce Object Query Language (SOQL) property matching to be smarter with the metadata, so we can fully execute ad hoc queries.