Working with Records

Overview

The following operations allow you to work with Records. A Record is an instance of a particular sObject. Click an operation name to see details on how to use it.

For a sample proxy service that illustrates how to work with records, see Sample configuration.

Operation	Description
create	Creates a record in Salesforce.
createMultipleRecords	Creates multiple sObject(s) in Salesforce.
createNestedRecords	Create nested records for sObjects.
update	Updates a record in Salesforce.
delete	Deletes a record from Salesforce.
recentlyViewedItem	Retrieves the recently viewed item in Salesforce.
retrieveFieldValues	Retrieves specific field values for a specific sObject.
upsert	Creates or updates (upserts) a record using external ID.

Operation details

This section provides further details on the operations related to Records.

Creating a record for a specific sObject

To create a record, use salesforcerest.create and specify the following properties.

create

<salesforcerest.create>
    <sObjectName>{$ctx:sObjectName}</sObjectName>
    <fieldAndValue>{$ctx:fieldAndValue}</fieldAndValue>
</salesforcerest.create>

Properties

sObjectName: The type of object for which you will create a record.

FieldAndValue: The .json format property used to create the record. Include all mandatory fields according to the requirements for the specified sobject. For example, if you are creating a record for the Account sObject, "name" is a mandatory parameter, and you might want to include the optional description, so the fieldAndValue property would look like this:
Sample fieldAndValue property
```
{
	"name":"wso2",
	"description":"This account belongs to WSO2"
}
```

Sample request

Following is a sample REST request that can be handled by the create operation.

Sample request for create operation

{
  "accessToken":"00D280000017q6q!AQoAQOeXcp7zKo3gUdy6r064_LsJ5bYYrUn_qAZG9TtKFLPfUMRxiato.E162_2XAtCTZLFQTbNk2Rz6Zm_juSakFE_aaBPp",
  "apiUrl":"https://ap2.salesforce.com",
  "clientId": "3MVG9ZL0ppGP5UrBrnsanGUZRgHqc8gTV4t_6tfuef8Zz4LhFPipmlooU6GBszpplbTzVXXWjqkGHubhRip1s",
  "refreshToken": "5Aep861TSESvWeug_xvFHRBTTbf_YrTWgEyjBJo7Xr34yOQ7GCFUN5DnNPxzDIoGoWi4evqOl_lT1B9nE5dAtSb",
  "clientSecret": "9104967092887676680",
  "hostName": "https://login.salesforce.com",
  "intervalTime" : "100000",
  "apiVersion": "v32.0",
  "sObjectName":"Account",
  "registryPath": "connectors/SalesforceRest",
  "fieldAndValue": {
    "name": "wso2",
    "description":"This Account belongs to WSO2"
  }
}

Creating multiple records

To create multiple records of the same sObject type, use salesforcerest.createMultipleRecords and specify the following properties.

createMultipleRecords

<salesforcerest.createMultipleRecords>
    <sObjectName>{$ctx:sObjectName}</sObjectName>
    <fieldAndValue>{$ctx:fieldAndValue}</fieldAndValue>
</salesforcerest.createMultipleRecords>

Properties

sObjectName: The object type for which you are creating records.

fieldAndValue: The .json format property, which specifies each record as an entry within the records array. Include all mandatory fields according to the requirements for the specified sobject. For example, if you are creating records for the Account sObject, "name" is a mandatory parameter, and you might want to include additional optional values for each record, so the fieldAndValue property might look like this:
Sample fieldAndValue property
```
{
  "records": [
    {
      "attributes": {"type": "Account", "referenceId": "ref1"},
      "name": "wso2",
      "phone": "1111111",
      "website": "www.salesforce1.com"
    },
    {
      "attributes": {"type": "Account", "referenceId": "ref2"},
      "name": "slwso2",
      "phone": "22222222",
      "website": "www.salesforce2.com"
    }]
}
```

Sample request

Following is a sample REST request that can be handled by the createMultipleRecords operation.

Sample request for createMultipleRecords operation

{
  "accessToken":"00D280000017q6q!AQoAQOeXcp7zKo3gUdy6r064_LsJ5bYYrUn_qAZG9TtKFLPfUMRxiato.E162_2XAtCTZLFQTbNk2Rz6Zm_juSakFE_aaBPp",
  "apiUrl":"https://ap2.salesforce.com",
  "clientId": "3MVG9ZL0ppGP5UrBrnsanGUZRgHqc8gTV4t_6tfuef8Zz4LhFPipmlooU6GBszpplbTzVXXWjqkGHubhRip1s",
  "refreshToken": "5Aep861TSESvWeug_xvFHRBTTbf_YrTWgEyjBJo7Xr34yOQ7GCFUN5DnNPxzDIoGoWi4evqOl_lT1B9nE5dAtSb",
  "clientSecret": "9104967092887676680",
  "hostName": "https://login.salesforce.com",
  "apiVersion": "v32.0",
  "intervalTime" : "100000",
  "sObjectName":"Account",
  "registryPath": "connectors/SalesforceRest",
  "fieldAndValue": {
  "records": [
    {
      "attributes": {"type": "Account", "referenceId": "ref1"},
      "name": "wso2",
      "phone": "1111111",
      "website": "www.salesforce1.com"
    },
    {
      "attributes": {"type": "Account", "referenceId": "ref2"},
      "name": "slwso2",
      "phone": "22222222",
      "website": "www.salesforce2.com"
    }]
}
}

Creating nested records

To create nested records for a specific sObject, use salesforcerest.createNestedRecords and specify the following properties.

createNestedRecords

<salesforcerest.createNestedRecords>
    <sObjectName>{$ctx:sObjectName}</sobject>
    <fieldAndValue>{$ctx:fieldAndValue}</fieldAndValue>
</salesforcerest.createNestedRecords>

Properties

sObjectName: The object type of the top-level records you are creating.

fieldAndValue: The .json format property, which defines the records. Include all mandatory fields according to the requirements for the specified sobject. For example, if you want to create two new accounts and their child records, the fieldAndValue property might look like this:

Sample fieldAndValue property

{
  "records" :[{
    "attributes" : {"type" : "Account", "referenceId" : "ref1"},
    "name" : "SampleAccount1",
    "phone" : "1234567890",
    "website" : "www.salesforce.com",
    "numberOfEmployees" : "100",
    "type" : "Analyst",
    "industry" : "Banking",
    "Contacts" : {
      "records" : [{
        "attributes" : {"type" : "Contact", "referenceId" : "ref2"},
        "lastname" : "Smith",
        "Title" : "President",
        "email" : "sample@salesforce.com"
      },{
        "attributes" : {"type" : "Contact", "referenceId" : "ref3"},
        "lastname" : "Evans",
        "title" : "Vice President",
        "email" : "sample@salesforce.com"
      }]
    }
  },{
    "attributes" : {"type" : "Account", "referenceId" : "ref4"},
    "name" : "SampleAccount2",
    "phone" : "1234567890",
    "website" : "www.salesforce.com",
    "numberOfEmployees" : "52000",
    "type" : "Analyst",
    "industry" : "Banking",
    "childAccounts" : {
      "records" : [{
        "attributes" : {"type" : "Account", "referenceId" : "ref5"},
        "name" : "SampleChildAccount1",
        "phone" : "1234567890",
        "website" : "www.salesforce.com",
        "numberOfEmployees" : "100",
        "type" : "Analyst",
        "industry" : "Banking"
      }]
    },
    "Contacts" : {
      "records" : [{
        "attributes" : {"type" : "Contact", "referenceId" : "ref6"},
        "lastname" : "Jones",
        "title" : "President",
        "email" : "sample@salesforce.com"
      }]
    }
  }]
}

Sample request

Following is a sample REST request that can be handled by the createNestedRecords operation.

Sample request for createNestedRecords operation

{
  "accessToken":"00D280000017q6q!AQoAQOeXcp7zKo3gUdy6r064_LsJ5bYYrUn_qAZG9TtKFLPfUMRxiato.E162_2XAtCTZLFQTbNk2Rz6Zm_juSakFE_aaBPp",
  "apiUrl":"https://ap2.salesforce.com",
  "clientId": "3MVG9ZL0ppGP5UrBrnsanGUZRgHqc8gTV4t_6tfuef8Zz4LhFPipmlooU6GBszpplbTzVXXWjqkGHubhRip1s",
  "refreshToken": "5Aep861TSESvWeug_xvFHRBTTbf_YrTWgEyjBJo7Xr34yOQ7GCFUN5DnNPxzDIoGoWi4evqOl_lT1B9nE5dAtSb",
  "clientSecret": "9104967092887676680",
  "hostName": "https://login.salesforce.com",
  "intervalTime" : "100000",
  "apiVersion": "v32.0",
  "sObjectName":"Account",
  "registryPath": "connectors/SalesforceRest",
  "fieldAndValue": 
	{
  "records" :[{
    "attributes" : {"type" : "Account", "referenceId" : "ref1"},
    "name" : "SampleAccount1",
    "phone" : "1234567890",
    "website" : "www.salesforce.com",
    "numberOfEmployees" : "100",
    "type" : "Analyst",
    "industry" : "Banking",
    "Contacts" : {
      "records" : [{
        "attributes" : {"type" : "Contact", "referenceId" : "ref2"},
        "lastname" : "Smith",
        "Title" : "President",
        "email" : "sample@salesforce.com"
      },{
        "attributes" : {"type" : "Account", "referenceId" : "ref3"},
        "lastname" : "Evans",
        "title" : "Vice President",
        "email" : "sample@salesforce.com"
      }]
    }
  },{
    "attributes" : {"type" : "Account", "referenceId" : "ref4"},
    "name" : "SampleAccount2",
    "phone" : "1234567890",
    "website" : "www.salesforce.com",
    "numberOfEmployees" : "52000",
    "type" : "Analyst",
    "industry" : "Banking",
    "childAccounts" : {
      "records" : [{
        "attributes" : {"type" : "Account", "referenceId" : "ref5"},
        "name" : "SampleChildAccount1",
        "phone" : "1234567890",
        "website" : "www.salesforce.com",
        "numberOfEmployees" : "100",
        "type" : "Analyst",
        "industry" : "Banking"
      }]
    },
    "Contacts" : {
      "records" : [{
        "attributes" : {"type" : "Contact", "referenceId" : "ref6"},
        "lastname" : "Jones",
        "title" : "President",
        "email" : "sample@salesforce.com"
      }]
    }
  }]
}
}

Updating a record

To update a record, use salesforcerest.update and specify the following properties.

update

<salesforcerest.update>
    <sObjectName>{$ctx:sObjectName}</sObjectName>
    <fieldAndValue>{$ctx:fieldAndValue}</fieldAndValue>
    <Id>{$ctx:Id}</Id>
</salesforcerest.update>

Properties

sObjectName: The object type of the record.

fieldAndValue: The json format property with the new definition for the record.
Id: The ID of the record you are updating.

Sample request

Following is a sample REST request that can be handled by the update operation.

Sample request for update operation

{
  "accessToken":"00D280000017q6q!AQoAQOeXcp7zKo3gUdy6r064_LsJ5bYYrUn_qAZG9TtKFLPfUMRxiato.E162_2XAtCTZLFQTbNk2Rz6Zm_juSakFE_aaBPp",
  "apiUrl":"https://ap2.salesforce.com",
  "clientId": "3MVG9ZL0ppGP5UrBrnsanGUZRgHqc8gTV4t_6tfuef8Zz4LhFPipmlooU6GBszpplbTzVXXWjqkGHubhRip1s",
  "refreshToken": "5Aep861TSESvWeug_xvFHRBTTbf_YrTWgEyjBJo7Xr34yOQ7GCFUN5DnNPxzDIoGoWi4evqOl_lT1B9nE5dAtSb",
  "clientSecret": "9104967092887676680",
  "hostName": "https://login.salesforce.com",
  "intervalTime" : "100000",
  "apiVersion": "v32.0",
  "sObjectName":"Account",
  "Id":"00128000002OOhD",
  "registryPath": "connectors/SalesforceRest",
  "fieldAndValue": {
    "name": "wso2",
    "description":"This Account belongs to WSO2"
  }
}

Deleting a record

To delete a record, use salesforcerest.delete and specify the following properties.

delete

<salesforcerest.delete>
    <sObjectName>{$ctx:sObjectName}</sObjectName>
    <idToDelete>{$ctx:idToDelete}</idToDelete>
</salesforcerest.delete>

Properties

sObjectName: The object type of the record.

idToDelete: The ID of the record you want to delete.

Sample request

Following is a sample REST request that can be handled by the delete operation.

Sample request for delete operation

{
  "accessToken":"00D280000017q6q!AQoAQOeXcp7zKo3gUdy6r064_LsJ5bYYrUn_qAZG9TtKFLPfUMRxiato.E162_2XAtCTZLFQTbNk2Rz6Zm_juSakFE_aaBPp",
  "apiUrl":"https://ap2.salesforce.com",
  "clientId": "3MVG9ZL0ppGP5UrBrnsanGUZRgHqc8gTV4t_6tfuef8Zz4LhFPipmlooU6GBszpplbTzVXXWjqkGHubhRip1s",
  "refreshToken": "5Aep861TSESvWeug_xvFHRBTTbf_YrTWgEyjBJo7Xr34yOQ7GCFUN5DnNPxzDIoGoWi4evqOl_lT1B9nE5dAtSb",
  "clientSecret": "9104967092887676680",
  "hostName": "https://login.salesforce.com",
  "intervalTime" : "100000",
  "apiVersion": "v32.0",
  "sObjectName":"Account",
  "idToDelete":"00128000002OOhD",
  "registryPath": "connectors/SalesforceRest"
 }

Retrieving the recently viewed items

To retrieve the recently viewed items, use salesforcerest.recentlyViewedItem and specify the following properties.

recentlyViewedItem

<salesforcerest.recentlyViewedItem>
    <limit>{$ctx:limit}</limit>
</salesforcerest.recentlyViewedItem>

Properties

limit: The maximum number of records to be returned.

Sample request

Following is a sample REST request that can be handled by the recentlyViewedItem operation.

Sample request for recentlyViewedItem operation

{
  "accessToken":"00D280000017q6q!AQoAQOeXcp7zKo3gUdy6r064_LsJ5bYYrUn_qAZG9TtKFLPfUMRxiato.E162_2XAtCTZLFQTbNk2Rz6Zm_juSakFE_aaBPp",
  "apiUrl":"https://ap2.salesforce.com",
  "clientId": "3MVG9ZL0ppGP5UrBrnsanGUZRgHqc8gTV4t_6tfuef8Zz4LhFPipmlooU6GBszpplbTzVXXWjqkGHubhRip1s",
  "refreshToken": "5Aep861TSESvWeug_xvFHRBTTbf_YrTWgEyjBJo7Xr34yOQ7GCFUN5DnNPxzDIoGoWi4evqOl_lT1B9nE5dAtSb",
  "clientSecret": "9104967092887676680",
  "hostName": "https://login.salesforce.com",
  "intervalTime" : "100000",
  "apiVersion": "v32.0",
  "limit":"5",
  "registryPath": "connectors/SalesforceRest"
 }

Retrieving specific field values

To retrieve specific field values for a specific sObject, use salesforcerest.retrieveFieldValues and specify the following properties.

retrieveFieldValues

<salesforcerest.retrieveFieldValues>
    <sObjectName>{$ctx:sObjectName}</sObjectName>
    <rowId>{$ctx:rowId}</rowId>
    <fields>{$ctx:fields}</fields>
</salesforcerest.retrieveFieldValues>

Properties

sObjectName: The object type of the record.

rowId: The ID of the record whose values you want to retrieve.
fields: A comma-separated list of fields whose values you want to retrieve.

Sample request

Following is a sample REST request that can be handled by the retrieveFieldValues operation.

Sample request for retrieveFieldValues operation

{
  "accessToken":"00D280000017q6q!AQoAQOeXcp7zKo3gUdy6r064_LsJ5bYYrUn_qAZG9TtKFLPfUMRxiato.E162_2XAtCTZLFQTbNk2Rz6Zm_juSakFE_aaBPp",
  "apiUrl":"https://ap2.salesforce.com", 
  "clientId": "3MVG9ZL0ppGP5UrBrnsanGUZRgHqc8gTV4t_6tfuef8Zz4LhFPipmlooU6GBszpplbTzVXXWjqkGHubhRip1s",
  "refreshToken": "5Aep861TSESvWeug_xvFHRBTTbf_YrTWgEyjBJo7Xr34yOQ7GCFUN5DnNPxzDIoGoWi4evqOl_lT1B9nE5dAtSb",
  "clientSecret": "9104967092887676680",
  "hostName": "https://login.salesforce.com",
  "intervalTime" : "100000",
  "apiVersion": "v32.0",
  "sObjectName": "Account",
  "rowId":"00128000005YjDnAAK",
  "fields":"AccountNumber,BillingPostalCode",
  "registryPath": "connectors/SalesforceRest"
 }

Upserting a record using an external ID

To create or update (upsert) a record using an external ID, use salesforcerest.upsert and specify the following properties. This method is used to create records or update existing records based on the value of a specified external ID field.

If the specified value doesn't exist, a new record is created.
If a record does exist with that value, the field values specified in the request body are updated.

upsert

<salesforcerest.upsert>
	<sObjectName>{$ctx:sObjectName}</sObjectName>
	<externalIDField>{$ctx:externalIDField}</externalIDField>
	<Id>{$ctx:Id}</Id>
	<fieldAndValue>{$ctx:fieldAndValue}</fieldAndValue>
</salesforcerest.upsert>

Properties

sObjectName: The object type of the record.

externalIDField: The external Id Field of the subject.
Id: The value of the customExtIdField.
fieldAndValue: The json format property/payload used to create the record.

Sample request

Following is a sample REST request that can be handled by the upsert operation.

Sample Request for upsert operation

{
  "accessToken":"00D280000017q6q!AQoAQMMZWoN9MQZcXLW475YYoIdJFUICTjbGh67jEfAeV7Q57Ac2Ov.0ZuM_2Zx6SnrOmwpml8Qf.XclstTQiXtCYSGRBcEv",
  "apiUrl":"https://ap2.salesforce.com",
  "clientId": "3MVG9ZL0ppGP5UrBrnsanGUZRgHqc8gTV4t_6tfuef8Zz4LhFPipmlooU6GBszpplbTzVXXWjqkGHubhRip1s",
  "refreshToken": "5Aep861TSESvWeug_ztpnAk6BGQxRdovMLhHso81iyYKO6hTm68KfebpK7UYtEzF0ku8JCz7CNto8b3YMRmZrhy",
  "clientSecret": "9104967092887676680",
  "hostName": "https://login.salesforce.com",
  "apiVersion": "v32.0",
  "sObjectName":"Account",
  "registryPath": "connectors/Salesforcerest",
  "intervalTime" : "2400000",
  "externalIDField":"sample__c",
  "Id":"15222",
  "fieldAndValue": 
  {
      "Name":"hhhhhhhhhhhhhhaaaaaa"
  }
 }

Sample configuration

Following is a sample proxy service that illustrates how to connect to Salesforce with the init operation and use the create operation. The sample request for this proxy can be found in the create sample request.

Sample Proxy

<proxy xmlns="http://ws.apache.org/ns/synapse" name="create"
       statistics="disable" trace="disable" transports="https http">
    <target>
        <inSequence>
            <property name="accessToken" expression="json-eval($.accessToken)"/>
            <property name="apiUrl" expression="json-eval($.apiUrl)"/>
            <property name="fieldAndValue" expression="json-eval($.fieldAndValue)"/>
            <property name="sObjectName" expression="json-eval($.sObjectName)"/>
            <property name="clientId" expression="json-eval($.clientId)"/>
            <property name="refreshToken" expression="json-eval($.refreshToken)"/>
            <property name="clientSecret" expression="json-eval($.clientSecret)"/>
            <property name="hostName" expression="json-eval($.hostName)"/>
            <property name="apiVersion" expression="json-eval($.apiVersion)"/>
            <property name="registryPath" expression="json-eval($.registryPath)"/>
 			<property name="intervalTime" expression="json-eval($.intervalTime)"/>
            <salesforcerest.init>
                <accessToken>{$ctx:accessToken}</accessToken>
                <apiUrl>{$ctx:apiUrl}</apiUrl>
                <apiVersion>{$ctx:apiVersion}</apiVersion>
                <hostName>{$ctx:hostName}</hostName>
                <clientSecret>{$ctx:clientSecret}</clientSecret>
                <clientId>{$ctx:clientId}</clientId>
                <refreshToken>{$ctx:refreshToken}</refreshToken>
                <registryPath>{$ctx:registryPath}</registryPath>
				<intervalTime>{$ctx:intervalTime}</intervalTime>
            </salesforcerest.init>
            <log category="INFO" level="full" separator=","/>
            <salesforcerest.create>
                <fieldAndValue>{$ctx:fieldAndValue}</fieldAndValue>
                <sObjectName>{$ctx:sObjectName}</sObjectName>
            </salesforcerest.create>
            <send/>
        </inSequence>
    </target>
    <description/>
</proxy>

WSO2 ESB Connectors Documentation

Working with Records

Overview

Operation details

Creating a record for a specific sObject

Properties

Sample request

Related Salesforce REST documentation

Creating multiple records

Properties

Sample request

Related Salesforce REST documentation

Creating nested records

Properties

Sample request

Related Salesforce REST documentation

Updating a record

Properties

Sample request

Related Salesforce REST documentation

Deleting a record

Properties

Sample request

Related Salesforce REST documentation

Retrieving the recently viewed items

Properties

Sample request

Related Salesforce REST documentation

Retrieving specific field values

Properties

Sample request

Related Salesforce REST documentation

Upserting a record using an external ID

Properties

Sample request

Related Salesforce REST documentation

Sample configuration