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Your use of this download is governed by Stonebranch’s Terms of Use, which are available at https://www.stonebranch.com/integration-hub/Terms-and-Privacy/Terms-of-Use/
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Overview
This Universal Task allows users to create contact and lead objects in Salesforce, as well as execute Salesforce Object Query Language (SOQL) queries.
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Allows advanced automation by enabling creation of Salesforce objects, such as Contact and Leads, from the Universal Controller in combination with event-based triggers.
Uses the Salesforce Object Query Language (SOQL) to search your organization’s Salesforce data for specific information.
SOQL is similar to the SELECT statement in the widely used Structured Query Language (SQL), but is designed specifically for Salesforce data.
With SOQL, users can construct simple but powerful query strings and execute them from within the Universal Controller.
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Software Requirements for Universal Template and Universal Task /wiki/spaces/UC71x/pages/5178050 and /wiki/spaces/UC71x/pages/5180675
Requires Python 3.6 or higher. Tested with the Universal Agent bundled Python distribution.
Python modules required:
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To use this downloadable Universal Template, you first must perform the following steps:
- This Universal Task requires the Resolvable Credentials feature. Check that the Resolvable Credentials Permitted system property has been set to true.
- Copy or Transfer To import the Universal Template file to a directory that can be accessed by the Universal Controller Tomcat user.
In the Universal Controller UI, select Configuration > Universal Templates to display the current list of Universal Templates.
Right-click any column header on the list to display an Action menu.
- Select Import from the menu, enter the directory containing the Universal Template file(s) that you want to import, and click OKinto your Controller, follow the instructions here.
- When the files have been imported successfully, refresh the Universal Templates list; the Universal Template will appear on the list.
Configure Salesforce Universal Task
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This document references the following documents:
NameLocation | Description | ||
|---|---|---|---|
Universal Templates | https:/wiki/docs.stonebranch.com/confluence/display/UC70/Universal+Templatesspaces/UC71x/pages/5178076 | User documentation for creating Universal Templates in the Universal Controller user interface. | Universal Tasks |
https:/wiki/docs.stonebranch.com/confluence/display/UC70/Universal+Tasksspaces/UC71x/pages/5180675 | User documentation for creating Universal Tasks in the Universal Controller user interface. |
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