Application Integration using Salesforce Connector

[MikaM]

Hello Apigee Experts! @AlexET, @dchiesa1, @kurtkanaskie, @anilsagar let us know your thoughts on this, thank you!

I have a project in Application Integration using the Salesforce Connector, which is new to me. This is also the first time we will implement this development. How should I approach it if using CDC, where many steps are involved in a single call, such as matchAccounts, updateStagingLead, upsertIndividual, upsertExternalId, and insertLead?

[kurtkanaskie]

Pardon my acronym ignorance - CDC?

Regarding many steps, looks like you have the flow already, just lay that out in psuedo code:

Single call --> App Int Trigger (accountName, leadName, individualName, externalId)
for each account_name in matchAccounts
    updateStagingLead
    upsertIndividual
    upsertExternalId
    insertLead

[MikaM]

Hi @kurtkanaskie Thanks for your response. As for CDC, it stands for Change Data Capture

[MikaM]

Hi @kurtkanaskie I want to ask you again if you have any examples screenshots or pictures of the design canvas. Thanks! 

[anshjain]

Hi @MikaM, first you will need to create a Salesforce trigger if you want to listen to any CDC events. You can refer to this guide to set up the Salesforce trigger -> https://cloud.google.com/application-integration/docs/configure-salesforce-trigger

Once you have the trigger, you can either use an existing Salesforce connection or create a new connection following this guide -> https://cloud.google.com/integration-connectors/docs/connectors/salesforce/configure

Once your connection is active, you will need to use multiple Connector Task in Application Integration for multiple things like matchAccounts, updateStagingLead, upsertIndividual, upsertExternalId. In each connector task you can use the same connection which you created earlier but use a different entity and method. 

Let me know if there are any more questions. I'll be happy to help.

[MikaM]

Hi @anshjain Thank you for your response.

I just want to confirm if the design canvas should look like this, as I actually have 15 steps in one call, and the matchAccounts, updateStagingLead, upsertIndividual, and upsertExternalId are just the first 5 steps. 

[anshjain]

Hi @MikaM , that's right. Each connector task is per entity and operation. So for example, if you want to get an account and update a lead, you will need to create two separate Connector Tasks.

[MikaM]

Thank you! @anshjain I'll try it on my end.