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Salesforce Integration User Guide

Introduction​

This guide provides comprehensive instructions for integrating Salesforce with StreamSpace Dataflow, enabling automated workflow management and data synchronization.

1. Accessing StreamSpace Dataflow​

Dashboard Overview​

  • Access the StreamSpace Dataflow dashboard
  • View existing workflows including 'Customer Care'
  • Locate the "Add workflow" button in the top right corner

Dashboard with Add Workflow Button

2. Creating New Workflow​

Initial Setup​

  • Click "Add workflow" to access blank canvas
  • Note the clean interface ready for configuration
  • Observe the toolbar and available options

lank Canvas Screen

3. Adding First Node​

Webhook Configuration​

  • Click "Add first step" or the "+" button
  • Access right-side menu for node selection
  • Search for and select "Webhook"

Node Selection Menu

Webhook Settings​

  • Configure webhook with auto-generated URL
  • Select HTTP method (GET/POST/PUT)
  • Set security parameters if required
  • Configure authentication options

Webhook Configuration Screen

4. Salesforce Integration​

Adding Salesforce Node​

  • Click "+" after webhook node
  • Search for "Salesforce"
  • Select Salesforce from search results

Salesforce Node Selection

Core Salesforce Capabilities​

The integration enables management of:

  • Contacts: Full contact lifecycle management
  • Cases: Support case handling
  • Tasks: Task creation and tracking
  • Custom Objects: Custom object operations

Core Salesforce Capabilities

Trigger Events​

Automated responses to:

  • Contact creation/updates
  • Case modifications
  • Task status changes
  • Custom object updates/creation

Salesforce Actions and Triggers

5. Salesforce Query Configuration​

When accessing Salesforce configuration:

Salesforce Query Configuration

5.1. Account Setup:​

  • Select existing Salesforce account from dropdown OR
  • Configure new account:
    • Enter OAuth Redirect URL
    • Provide Client ID
    • Input Client Secret
    • Select Environment Type

Account Setup

5.2 Query Setup:​

  • Select operation type
  • Enter custom query parameters
  • Configure search criteria

Query Configuration Screen

6. Response Configuration​

Setting Up Response Node​

  • Add "Respond to Webhook" node
  • Select "First Incoming Item" from dropdown
  • Configure response parameters

Flow Settings Menu

7. Flow Configuration​

Accessing Flow Settings​

  • Navigate to Settings menu
  • Select Flow option
  • View existing flows list

Flow Settings Menu

Visual Flow Editor​

  • Start Message initiates the flow
  • API Condition manages integrations
  • Additional nodes create complete workflow
  • Connected pathways show data flow

Visual Flow Editor

API Configuration​

  • Click settings gear on API Condition node
  • Configure:
    • Select dataflow
    • Enter workflow UUID
    • Choose method
    • Define data slots

API Configuration Panel

8. Testing and Deployment​

Workflow Testing​

  • Use "Test workflow" button
  • Verify all connections
  • Validate data flow
  • Check trigger responses

Activation Process​

  1. Review configuration
  2. Test comprehensive workflow
  3. Monitor initial operations
  4. Activate for production use

9. Best Practices​

Security Guidelines​

  • Implement proper authentication
  • Secure webhook endpoints
  • Regular security reviews
  • Monitor access logs

Performance Optimization​

  • Optimize query structures
  • Monitor response times
  • Regular maintenance checks
  • Validate data handling

10. Troubleshooting​

Common Issues​

  • Connection failures
  • Authentication errors
  • Data synchronization issues
  • Trigger response problems

Resolution Steps​

  1. Verify credentials
  2. Check network connectivity
  3. Validate data formats
  4. Review system logs

Support Resources​

  • Technical documentation access
  • API reference guides
  • Support contact information
  • Knowledge base resources

Maintenance​

  • Regular monitoring requirements
  • Performance optimization tips
  • Security update procedures
  • Feature enhancement tracking