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Nappai Documentation

Salesforce Data Access

This component allows you to access and retrieve data from your Salesforce database using simple queries. You can then use this data in other parts of your Nappai automation.

Relationship with Salesforce

This component connects directly to your Salesforce database using your Salesforce credentials. It uses special Salesforce commands (called SOQL queries) to get the exact data you need.

Inputs

  • Query to execute: This is where you write the query to get your Salesforce data. Think of it like asking a specific question to your Salesforce database. You’ll need to use the Salesforce Query Language (SOQL) to write your query. (We’ll provide examples later).
  • Credential: This is where you select the Salesforce account credentials Nappai should use to access your Salesforce data. You’ll need to set this up once, and then you can reuse it for multiple queries.

Outputs

  • Data: This output contains the data retrieved from Salesforce based on your query. This data can then be used by other components in your Nappai workflow, such as those that create reports, send emails, or update other systems.
  • Tool: This output creates a reusable tool for your workflow. This tool can be used to repeatedly run the same Salesforce query without having to re-enter the query each time.

Usage Example

Let’s say you want to get a list of all your Salesforce contacts in a specific region. You would:

  1. Enter your query: In the “Query to execute” input field, you would write a SOQL query like this (replace ‘California’ with your desired region): SELECT Name, Email FROM Contact WHERE Region = 'California'
  2. Select your credentials: Choose the correct Salesforce credentials from the “Credential” input.
  3. Run the component: Nappai will execute the query and the “Data” output will contain a list of contacts from California. You can then use this list in other parts of your workflow.

Templates

This component can be used in any Nappai workflow where you need to access Salesforce data. It’s particularly useful in workflows that involve reporting, data analysis, or integrating Salesforce data with other systems.

  • Google Sheet Writer: After retrieving data from Salesforce, you can use this component to write the data to a Google Sheet for further analysis or reporting.
  • SendGrid: Use this component to send emails based on the data retrieved from Salesforce. For example, you could send personalized emails to new contacts.
  • Other Nappai Components: Many other Nappai components can work with the “Data” output from this component to build complex automation workflows.

Tips and Best Practices

  • Test your SOQL queries: Before using them in your Nappai workflow, test your SOQL queries directly in Salesforce to ensure they return the expected results.
  • Keep queries efficient: Avoid overly complex queries, as they can slow down your workflow.
  • Handle errors: Consider adding error handling to your workflow to manage situations where the Salesforce query might fail.

Security Considerations

  • Secure your Salesforce credentials: Never share your Salesforce credentials with anyone. Nappai uses secure methods to store and manage your credentials.
  • Limit access: Only grant access to the necessary Salesforce data to avoid unauthorized access. Use specific SOQL queries to retrieve only the data you need.