It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Prerequisities

1. Create an account in salesforce.

2. To generate the access id, go to Profile-> Settings-> Personal information.

3. Install the required packages to execute the salesforce Functions. If packages are already installed, ignore this step.

   Below are the steps to install the packages in client machine:

   1. Change the directory to C:\jiffyservice\precompile\connector\requirements.

   2. Execute the following command in the windows command prompt.

      pip install -r salesforce.txt –user

Designing A Task Salesforce Node

1. In the Task Design screen, click on the << icon to expand the Nodes section.

2. Drag and drop the Salesforce node from the Connector Nodes section and connect the node with the Start and End nodes respectively.

3. Double-click on the Salesforce node to display the Attributes pane.

4. The following options are available in the Actions tab:

   1. Salesforce Function: When the user selects the Salesforce Function option, pre-defined salesforce Functions are available in the list box following it. Read about Salesforce Functions to know more.

   2. Custom salesforce Function: JIFFY.ai provides a feature to allow users to create their own custom salesforce Functions as required.

   3. Set Variable: The user can set a variable inside the Salesforce node. The value to be set can either be a constant or another variable. If this variable is set as an output variable in the Properties tab, it can be made available for other nodes as well.

   4. Predefined Function: These are JIFFY.ai provided python functions for the commonly used functions. Read about Predefined Functions to know more.

   5. User defined Function: JIFFY.ai provides a feature to allow users to create custom python functions and use them in the Actions tab. Read about User Defined Functions to know more.

5. Choose the required option in the drop-down and select the required function in the Actions tab.

   Get Record (new_user, pass@123, ABCDCEF, ER-90)

6. Click on the ≡ icon beside the selected function name and specify the required input parameters.

7. Click on the Properties tab and provide the required details.

8. Save the task and then click on the Trial run icon to execute the task.

9. Click on the Salesforce node and then click on the Result icon to view the Result of execution.

10. The record details are fetched from the salesforce account.