Integration Steps

 Last updated: January 23, 2018     


Add Salesforce Activity History

Adds activity history in Salesforce based on the workflow actions.

  • Step Name: Text field (required); set a name for the step. Must be unique.
  • Step Description: Text field; allows you to enter an optional description to provide more detail about the step.
  • Salesforce Object ID: Text field/expression builder; the reference ID for the Salesforce object you want this workflow to update.
  • Activity History Subject: Text field/expression builder; enter a subject for the activity history record. You can type one in the field or build an expression to generate it. This step updates its corresponding Salesforce activity field.
  • Activity History Description: Text field/expression builder; enter a description for the activity history record. You can type one in the field or build an expression to generate it. This step updates its corresponding Salesforce activity field.

Add Salesforce Task

Adds a Salesforce task based on the workflow activities.

  • Step Name: Text field (required); set a name for the step. Must be unique.
  • Step Description: Text field; allows you to enter an optional description to provide more detail about the step.
  • Salesforce Object ID: Text field/expression builder; the reference ID for the Salesforce object you want this workflow to update.
  • Salesforce Object Owner ID: Text field/expression builder; enter the user ID of the Salesforce object owner.
  • Salesforce Object Contact ID: Text field/expression builder; enter the user ID of the Salesforce object contact.
  • Activity History Subject: Text field/expression builder; enter a subject for the activity history record. You can type one in the field or build an expression to generate it. This step updates its corresponding Salesforce activity field.
  • Activity History Description: Text field/expression builder; enter a description for the activity history record. You can type one in the field or build an expression to generate it. This step updates its corresponding Salesforce activity field.
  • Task Due Date: Text field/expression builder; enter a due date for when this task must be completed.
  • Status: Dropdown menu; task status.

Create New Salesforce Object

Create an object in Salesforce using data from SpringCM.

  • Step Name: Text field (required); set a name for the step. Must be unique.
  • Step Description: Text field; allows you to enter an optional description to provide more detail about the step.
  • Salesforce Object Type: Provide Salesforce object type (for example: Opportunity) to be created in Salesforce.
  • Salesforce Fields: Enter Salesforce field name and value to be updated on newly created object. Can create multiple.
  • Output: Select variable to store object ID of the newly created object.

Excel ETL

Use Excel file as ETL source.

  • Step Name: Text field (required); set a name for the step. Must be unique.
  • Step Description: Text field; Step description is displayed below the step in the workflow designer and in the process monitor. It is used to describe a step in a meaningful way to be helpful in workflow administration and troubleshooting. Optional field
  • Document(s): Required picklist field; used in order to find an Excel document to load/process. Three options are available in order to load the document:
    • set an absolute path in SpringCM
    • set a document store in the variable
    • select a specific document in SpringCM
  • Configuration Document or Configuration Variable: picklist; required to identify where the workflow will look for the ETL configuration instructions .xml file. Can be either a specific document stored in SpringCM or a document that was previously saved into the variable.
  • Document/Variable: picklist; after a previous selection is made this field dynamically allows to select a document or a variable.
  • Output: picklist; in order to save an output of what was found in a Document based on the Configuration Document/Variable, set a new variable or select an existing variable to have access to this data later in the workflow.

Find EOS Parent Folder

Find EOS parent folder of either an EOS document or EOS folder.

  • Step Name: Text field (required); set a name for the step. Must be unique.
  • Step Description (optional): Text field; allows you to enter an optional description to provide more detail about the step.
  • Select a document or a folder?: Radio buttons; designate if search is for a document or folder
  • Document/Folder: Chooser window; select EOS document or folder which has an EOS parent folder
  • EOS Object Type (Optional): Text field; identify Salesforce object type
  • Variable: Typeahead text field/chooser window; select XML variable to save found EOS folder
  • Outputs:
    • Found - the line/output that is followed if an EOS parent folder was found
    • Not Found - the line/output that is followed if an EOS parent folder was not found

Http Client

Use this step to make outbound http/REST calls.

  • Step Name: Text field (required); set a name for the step. Must be unique.
  • Step Description (optional): Text field; allows you to enter an optional description to provide more detail about the step.
  • Content (optional): Text field; enter outbound content.
  • Encoding: Dropdown; select outbound content encoding
  • Protocol Version: Text field; enter protocol version.
  • Method: the http method that will be used (ex. GET).
  • Endpoint URL: Text field; enter outbound URL.
  • Header(s) (optional): Enter header names and values.
  • Output
  • Encoding: Dropdown; select type of response encoding
  • Response Variable: Typeahead text field/chooser window; select variable to store inbound response content
  • Response Status Code: Typeahead text field/chooser window; select variable to store response status code
  • Response Header(s) (optional): Checkbox; decide whether to store the inbound response headers. If storing them, choose new or existing Xml Variable.
  • Outputs:
    • Success - the line/output that is followed if the step runs without error, the http request is made
    • Failure - the line/output that is followed if the step fails, the http request is not made
    • Response Failure - the line/output if the http request is successfully made but the response fails

Invoke Web Service

Makes an API call to the web service.

  • Step Name: Text field (required); set a name for the step. Must be unique.
  • Step Description (optional): Text field; allows you to enter an optional description to provide more detail about the step.
  • Web Service: Chooser window; provide web service information. Press Add button to add new web service.
  • Retry on Failure: Checkbox; if checked will retry on failure.
  • Store web service output data in a variable: Checkbox; decide whether to store the web service output data. If storing, choose new or existing XML variable.
  • Outputs:
    • Success - the line/output that is followed if the step runs without error, the web service request is made
    • Webservice Execution Failed
    • Failure - the line/output that is followed if the step fails, the web service request is not made
    • Timed Out - the line/output if the web service request timed out

Set Workflow Output

Passes child workflow output to parent workflow.

  • Workflow Output: Text Field; Output to be passed back to parent workflow when step is reached. Can also be written as an expression.

Update Salesforce

Update Salesforce object field values.

  • Step Name: Text field (required); set a name for the step. Must be unique.
  • Step Description: Text field; allows you to enter an optional description to provide more detail about the step.
  • Object Type: Choose a Salesforce object type.
  • Search Field: Provide field to use as a search parameter for the Salesforce object (e.g., ID).
  • Search Value: Provide the value for search field above.
  • Update Field: Enter Salesforce field to be updated on the identified Salesforce object.
  • Update Value: Enter the value for the Salesforce field above. Can enter multiple fields and values to be updated on the Salesforce object.