Complete a Task (Salesforce) Data Flow Template Complete a Task (Salesforce) Data Flow Template

Complete a Task (Salesforce) Data Flow Template

Daiana Gallardo Daiana Gallardo

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Overview 

This Data Flow template is made up of two Data Operations that allow app builders to mark a task record as completed in Salesforce. This is achieved by connecting with the Salesforce integration, passing the task_id and marking the task as completed

In Connection Builder, Data Flow templates can be found with pre-populated sample data. However, to meet the requirements of their Journey, 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 Configuration Builder > Integrations to connect the corresponding account.

Complete a Task Operations

This Data Flow contains four parts:

Inputs

The Start pane keeps track of the inputs required by the Data Flow. 

Salesforce Data Operation

  • Datasource: Salesforce
  • Operation: Update record
  • Object Type: Task (Task)
  • Id: task_id
  • Update Body
    • Status: Completed
    • Description: “Appointment Completed.”
  • Run Results: completeResult output Variable of type Any that is automatically created to hold the results of this Operation.

Transform Data Operation

  • Transform Expression: completeResults.success -  Airscript expression to check whether the task was successfully completed or not.
  • Output Format: Variable
  • Type: Boolean
  • Run Results: result_status output Variable of type Boolean that is automatically created to hold the results of this Operation. 

Output

The End step is where variables from the Data Flow can be used as an output..

  • Sample Return Value: result_status of type Boolean

Use Cases

  • Allow app builders to mark a task as completed in Salesforce.