CTX-Salesforce

The module allows users to perform the following functionality:

1. Generate details allowing connection to a Salesforce instance.
2. Create, update, get details of, delete and query Salesforce accounts, cases, opportunities and leads.
3. Get details of and download to a target location any attachments associated with these objects.
4. Send a generic API call to the Force.com sObject Resources REST API v37.0

Table of Contents

1. Dependencies
   • Cortex Version
   • OCIs
   • Files
   • Other
2. Support and Warranty
3. Installation
4. How to use
5. How you can contribute
6. Versioning
7. Licensing

Dependencies

Cortex Version

This version of the CTX-Salesforce module was developed in Cortex version 6.5. Some functionality may not be available on different verions of Cortex.

OCIs

The module requires the following Cortex OCIs:

• PowerShell
• HTTP

Files

The CTX-Salesforce module requires the following files:

• CTX-Salesforce.studiopkg

Other

The CTX-Salesforce module has the following additional requirements which are explained in detail in the Installation section:

Support and Warranty

This module is supplied as a template that you can amend and extend to fit your requirements, as such it is not supported as part of the Cortex Product suite under the Cortex product support agreement.

Installation

Details of the installation can be found in the CTX-Salesforce Deployment Plan.

How to use

A detailed User Guide has been provided with instructions on how to use the flows/subtasks, available here. Configuration of subtask inputs and outputs are detailed in notes on the subtask workspace.

How you can contribute

Unfortunately, we cannot offer pull requests at this time or accept any improvements.

Versioning

CTX-Salesforce has the following versions, starting with the most recent:

Licensing

All functionality within this module is licensed under the Apache 2.0 License.

Copyright 2019 Cortex Limited

Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at

http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.