@pipedream/salesforce_rest_api 1.14.1 → 2.0.0

package/actions/update-account/update-account.mjs

@@ -1,15 +1,18 @@
 // x-pd-ai: optimized
 import common, { getProps } from "../common/base-create-update.mjs";
 import account from "../../common/sobjects/account.mjs";
+import salesforce from "../../salesforce_rest_api.app.mjs";
 import { docsLink } from "../create-account/create-account.mjs";
 
+/* eslint-disable no-unused-vars */
 const {
-  salesforce, ...props
+  salesforce: _sf, ...props
 } = getProps({
   createOrUpdate: "update",
   objType: account,
   docsLink,
 });
+/* eslint-enable no-unused-vars */
 
 export default {
   ...common,
@@ -20,35 +23,22 @@ export default {
     + " Use **Find Records** on `Account` to get the record ID first."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.3.7",
+  version: "0.4.0",
   annotations: {
-    destructiveHint: true,
+    destructiveHint: false,
     openWorldHint: true,
     readOnlyHint: false,
   },
   type: "action",
   methods: {
     ...common.methods,
-    getObjectType() {
-      return "Account";
-    },
-    getAdvancedProps() {
-      return account.extraProps;
-    },
   },
   props: {
     salesforce,
     accountId: {
-      propDefinition: [
-        salesforce,
-        "recordId",
-        () => ({
-          objType: "Account",
-          nameField: "Name",
-        }),
-      ],
+      type: "string",
       label: "Account ID",
-      description: "The Account to update.",
+      description: "The ID of the Account to update (Salesforce's 15- or 18-character record ID, e.g. `001XX000003DHP0`). Use **SOQL Query** to find the ID.",
     },
     ...props,
   },
@@ -56,14 +46,10 @@ export default {
     /* eslint-disable no-unused-vars */
     const {
       salesforce,
-      getAdvancedProps,
-      getObjectType,
       getAdditionalFields,
       formatDateTimeProps,
       accountId,
-      useAdvancedProps,
       docsInfo,
-      dateInfo,
       additionalFields,
       ...data
     } = this;

package/actions/update-accounts-batch/update-accounts-batch.mjs

@@ -12,7 +12,7 @@ export default {
     + " Poll the job in Salesforce to confirm completion; a successful response means the job was accepted, not that every row loaded."
     + " "
     + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/datafiles_understanding_bulk2_ingest.htm)",
-  version: "0.0.6",
+  version: "0.0.7",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/update-contact/update-contact.mjs

@@ -1,16 +1,18 @@
 // x-pd-ai: optimized
 import common, { getProps } from "../common/base-create-update.mjs";
 import contact from "../../common/sobjects/contact.mjs";
+import salesforce from "../../salesforce_rest_api.app.mjs";
 import { docsLink } from "../create-contact/create-contact.mjs";
 
+/* eslint-disable no-unused-vars */
 const {
-  salesforce, ...props
+  salesforce: _sf, ...props
 } = getProps({
   createOrUpdate: "update",
   objType: contact,
   docsLink,
-  showDateInfo: true,
 });
+/* eslint-enable no-unused-vars */
 
 export default {
   ...common,
@@ -21,35 +23,22 @@ export default {
     + " Use **Find Records** on `Contact` to get the record ID first."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.3.7",
+  version: "0.4.0",
   annotations: {
-    destructiveHint: true,
+    destructiveHint: false,
     openWorldHint: true,
     readOnlyHint: false,
   },
   type: "action",
   methods: {
     ...common.methods,
-    getObjectType() {
-      return "Contact";
-    },
-    getAdvancedProps() {
-      return contact.extraProps;
-    },
   },
   props: {
     salesforce,
     contactId: {
-      propDefinition: [
-        salesforce,
-        "recordId",
-        () => ({
-          objType: "Contact",
-          nameField: "Name",
-        }),
-      ],
+      type: "string",
       label: "Contact ID",
-      description: "The Contact to update.",
+      description: "The ID of the Contact to update (Salesforce's 15- or 18-character record ID, e.g. `003XX000004TmiQ`). Use **SOQL Query** to find the ID.",
     },
     ...props,
   },
@@ -57,16 +46,11 @@ export default {
     /* eslint-disable no-unused-vars */
     const {
       salesforce,
-      getAdvancedProps,
-      getObjectType,
       getAdditionalFields,
       formatDateTimeProps,
       contactId,
-      useAdvancedProps,
       docsInfo,
-      dateInfo,
       additionalFields,
-      Birthdate,
       ...data
     } = this;
     /* eslint-enable no-unused-vars */
@@ -75,9 +59,6 @@ export default {
       id: contactId,
       data: {
         ...data,
-        ...formatDateTimeProps({
-          Birthdate,
-        }),
         ...getAdditionalFields(),
       },
     });

package/actions/update-content-note/update-content-note.mjs

@@ -1,17 +1,20 @@
 // x-pd-ai: optimized
 import common, { getProps } from "../common/base-create-update.mjs";
 import contentNote from "../../common/sobjects/content-note.mjs";
+import salesforce from "../../salesforce_rest_api.app.mjs";
 import { NOTE_INFO_PROP } from "../../common/props-info.mjs";
 
 const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentnote.htm";
 
+/* eslint-disable no-unused-vars */
 const {
-  salesforce, ...props
+  salesforce: _sf, ...props
 } = getProps({
   createOrUpdate: "update",
   objType: contentNote,
   docsLink,
 });
+/* eslint-enable no-unused-vars */
 
 export default {
   ...common,
@@ -24,33 +27,23 @@ export default {
     + "Notes must be enabled in the org first - see [Set Up Notes](https://help.salesforce.com/s/articleView?id=sales.notes_admin_setup.htm&type=5)."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.0.4",
+  version: "1.0.0",
   type: "action",
   annotations: {
-    destructiveHint: true,
+    destructiveHint: false,
     openWorldHint: true,
     readOnlyHint: false,
   },
   methods: {
     ...common.methods,
-    getObjectType() {
-      return "ContentNote";
-    },
   },
   props: {
     salesforce,
     noteInfo: NOTE_INFO_PROP,
     contentNoteId: {
-      propDefinition: [
-        salesforce,
-        "recordId",
-        () => ({
-          objType: "ContentNote",
-          nameField: "Title",
-        }),
-      ],
+      type: "string",
       label: "Content Note ID",
-      description: "The ID of the content note to update.",
+      description: "The ID of the ContentNote to update (Salesforce's 15- or 18-character record ID, e.g. `069XX0000004Grr`). Use **SOQL Query** to find the ID.",
     },
     ...props,
   },
@@ -59,13 +52,9 @@ export default {
     const {
       salesforce,
       contentNoteId,
-      getAdvancedProps,
-      getObjectType,
       getAdditionalFields,
       formatDateTimeProps,
-      useAdvancedProps,
       docsInfo,
-      dateInfo,
       additionalFields,
       noteInfo,
       ...data

package/actions/update-crm-record/update-crm-record.mjs

@@ -3,14 +3,14 @@ import salesforce from "../../salesforce_rest_api.app.mjs";
 
 export default {
   key: "salesforce_rest_api-update-crm-record",
-  name: "Update Record",
+  name: "Update CRM Record",
   description:
     "Update an existing Salesforce record. Only pass fields you want to change — unspecified fields remain unchanged."
     + " Use **Describe Object** for valid field names and picklist values."
     + " Use **SOQL Query** to find the record ID if you only have the name."
     + " "
     + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)",
-  version: "0.0.2",
+  version: "0.0.3",
   type: "action",
   annotations: {
     readOnlyHint: false,

package/actions/update-email-template/update-email-template.mjs

@@ -1,9 +1,5 @@
 // x-pd-ai: optimized
-import {
-  convertFieldsToProps, getAdditionalFields,
-} from "../../common/props-utils.mjs";
 import salesforce from "../../salesforce_rest_api.app.mjs";
-import { additionalFields } from "../common/base-create-update.mjs";
 
 export default {
   key: "salesforce_rest_api-update-email-template",
@@ -13,9 +9,9 @@ export default {
     + " Only the fields you supply change; everything else is left as-is."
     + " "
     + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)",
-  version: "0.0.7",
+  version: "1.0.0",
   annotations: {
-    destructiveHint: true,
+    destructiveHint: false,
     openWorldHint: true,
     readOnlyHint: false,
   },
@@ -23,69 +19,24 @@ export default {
   props: {
     salesforce,
     recordId: {
-      propDefinition: [
-        salesforce,
-        "recordId",
-        () => ({
-          objType: "EmailTemplate",
-        }),
-      ],
-      description: "The email template to update.",
+      type: "string",
+      label: "Record ID",
+      description: "The ID of the EmailTemplate record to update (Salesforce's 15- or 18-character record ID, e.g. `00XXX0000004Cts`). Use **SOQL Query** to find the ID.",
     },
-    fieldsToUpdate: {
-      propDefinition: [
-        salesforce,
-        "fieldsToUpdate",
-        () => ({
-          objType: "EmailTemplate",
-        }),
-      ],
-      reloadProps: true,
+    fields: {
+      type: "object",
+      label: "Fields",
+      description:
+        "Field name -> new value pairs. Example: `{\"Subject\": \"Updated subject line\", \"Body\": \"New body content\"}`. Use **Describe Object** to discover valid field names.",
     },
   },
-  methods: {
-    getAdditionalFields,
-    convertFieldsToProps,
-  },
-  async additionalProps() {
-    const { fieldsToUpdate } = this;
-    const fields = await this.salesforce.getFieldsForObjectType("EmailTemplate");
-
-    const selectedFields = fields.filter(({ name }) => fieldsToUpdate.includes(name));
-    const selectedFieldProps = this.convertFieldsToProps(selectedFields);
-
-    return {
-      docsInfo: {
-        type: "alert",
-        alertType: "info",
-        content: "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_emailtemplate.htm) for information on all available fields.",
-      },
-      ...selectedFieldProps,
-      additionalFields,
-    };
-  },
   async run({ $ }) {
-    /* eslint-disable no-unused-vars */
-    const {
-      salesforce,
-      recordId,
-      fieldsToUpdate,
-      getAdditionalFields: getData,
-      convertFieldsToProps,
-      docsInfo,
-      additionalFields,
-      ...data
-    } = this;
-    /* eslint-enable no-unused-vars */
     const response = await this.salesforce.updateRecord("EmailTemplate", {
       $,
-      id: recordId,
-      data: {
-        ...data,
-        ...getData(),
-      },
+      id: this.recordId,
+      data: this.fields,
     });
-    $.export("$summary", `Successfully updated Email Template record (ID: ${recordId})`);
+    $.export("$summary", `Successfully updated Email Template record (ID: ${this.recordId})`);
     return response;
   },
 };

package/actions/update-note/update-note.mjs

@@ -1,17 +1,20 @@
 // x-pd-ai: optimized
 import common, { getProps } from "../common/base-create-update.mjs";
 import note from "../../common/sobjects/note.mjs";
+import salesforce from "../../salesforce_rest_api.app.mjs";
 import { NOTE_INFO_PROP } from "../../common/props-info.mjs";
 
 const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_note.htm";
 
+/* eslint-disable no-unused-vars */
 const {
-  salesforce, ...props
+  salesforce: _sf, ...props
 } = getProps({
   createOrUpdate: "update",
   objType: note,
   docsLink,
 });
+/* eslint-enable no-unused-vars */
 
 export default {
   ...common,
@@ -22,33 +25,23 @@ export default {
     + " Supplying `Body` replaces the note text outright rather than appending to it."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.0.4",
+  version: "0.1.0",
   type: "action",
   annotations: {
-    destructiveHint: true,
+    destructiveHint: false,
     openWorldHint: true,
     readOnlyHint: false,
   },
   methods: {
     ...common.methods,
-    getObjectType() {
-      return "Note";
-    },
   },
   props: {
     salesforce,
     noteInfo: NOTE_INFO_PROP,
     noteId: {
-      propDefinition: [
-        salesforce,
-        "recordId",
-        () => ({
-          objType: "Note",
-          nameField: "Title",
-        }),
-      ],
+      type: "string",
       label: "Note ID",
-      description: "The ID of the note to update.",
+      description: "The ID of the note to update (Salesforce's 15- or 18-character record ID, e.g. `002XX000001aBcD`). Use **SOQL Query** to find the ID.",
     },
     ...props,
   },
@@ -57,13 +50,9 @@ export default {
     const {
       salesforce,
       noteId,
-      getAdvancedProps,
-      getObjectType,
       getAdditionalFields,
       formatDateTimeProps,
-      useAdvancedProps,
       docsInfo,
-      dateInfo,
       additionalFields,
       noteInfo,
       ...data

package/actions/update-opportunities-batch/update-opportunities-batch.mjs

@@ -12,7 +12,7 @@ export default {
     + " Poll the job in Salesforce to confirm completion; a successful response means the job was accepted, not that every row loaded."
     + " "
     + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/datafiles_understanding_bulk2_ingest.htm)",
-  version: "0.0.6",
+  version: "0.0.7",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/update-opportunity/update-opportunity.mjs

@@ -1,17 +1,19 @@
 // x-pd-ai: optimized
 import common, { getProps } from "../common/base-create-update.mjs";
 import opportunity from "../../common/sobjects/opportunity.mjs";
+import salesforce from "../../salesforce_rest_api.app.mjs";
 import { docsLink } from "../create-opportunity/create-opportunity.mjs";
 
+/* eslint-disable no-unused-vars */
 const {
-  salesforce, ...props
+  salesforce: _sf, ...props
 } = getProps({
   createOrUpdate: "update",
   objType: opportunity,
   docsLink,
   showDateInfo: true,
-  advancedProps: false,
 });
+/* eslint-enable no-unused-vars */
 
 export default {
   ...common,
@@ -22,35 +24,22 @@ export default {
     + " Only the fields you supply change; everything else is left as-is."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.3.7",
+  version: "0.4.0",
   annotations: {
-    destructiveHint: true,
+    destructiveHint: false,
     openWorldHint: true,
     readOnlyHint: false,
   },
   type: "action",
   methods: {
     ...common.methods,
-    getObjectType() {
-      return "Opportunity";
-    },
-    getAdvancedProps() {
-      return opportunity.extraProps;
-    },
   },
   props: {
     salesforce,
     opportunityId: {
-      propDefinition: [
-        salesforce,
-        "recordId",
-        () => ({
-          objType: "Opportunity",
-          nameField: "Name",
-        }),
-      ],
+      type: "string",
       label: "Opportunity ID",
-      description: "The Opportunity to update.",
+      description: "The ID of the Opportunity to update (Salesforce's 15- or 18-character record ID, e.g. `006XX000004TmXY`). Use **SOQL Query** to find the ID.",
     },
     ...props,
   },
@@ -58,12 +47,9 @@ export default {
     /* eslint-disable no-unused-vars */
     const {
       salesforce,
-      getAdvancedProps,
-      getObjectType,
       getAdditionalFields,
       formatDateTimeProps,
       opportunityId,
-      useAdvancedProps,
       docsInfo,
       dateInfo,
       additionalFields,

package/actions/update-record/update-record.mjs

@@ -1,21 +1,16 @@
 // x-pd-ai: optimized
-import {
-  convertFieldsToProps, getAdditionalFields,
-} from "../../common/props-utils.mjs";
 import salesforce from "../../salesforce_rest_api.app.mjs";
-import { additionalFields } from "../common/base-create-update.mjs";
 
 export default {
   key: "salesforce_rest_api-update-record",
   name: "Update Record",
-  description: "Update a Salesforce record of any object type, choosing fields interactively."
-    + " Prefer **Update CRM Record** in agent and API contexts - this action builds its field list dynamically, so the available inputs are not visible until an object type is chosen."
+  description: "Update a Salesforce record of any object type."
     + " Only the fields you supply change; everything else is left as-is."
     + " "
     + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)",
-  version: "0.3.8",
+  version: "1.0.0",
   annotations: {
-    destructiveHint: true,
+    destructiveHint: false,
     openWorldHint: true,
     readOnlyHint: false,
   },
@@ -23,86 +18,35 @@ export default {
   props: {
     salesforce,
     sobjectType: {
-      propDefinition: [
-        salesforce,
-        "objectType",
-      ],
-      description: "The type of object to update a record of.",
-      reloadProps: true,
+      type: "string",
+      label: "Object Type",
+      description:
+        "The Salesforce object API name to update (e.g. `Account`, `Contact`, `Opportunity`). Prop name preserved to avoid breaking existing configs.",
     },
     recordId: {
-      propDefinition: [
-        salesforce,
-        "recordId",
-        (c) => ({
-          objType: c.sobjectType,
-        }),
-      ],
+      type: "string",
+      label: "Record ID",
       description:
-        "The record to update.",
+        "The ID of the record to update (Salesforce's 15- or 18-character record ID, e.g. `001XX000003DHP0` for an Account). Use **SOQL Query** to find the ID if you only have the record name.",
     },
-    fieldsToUpdate: {
-      propDefinition: [
-        salesforce,
-        "fieldsToUpdate",
-        (c) => ({
-          objType: c.sobjectType,
-        }),
-      ],
-      optional: true,
-      reloadProps: true,
+    fields: {
+      type: "object",
+      label: "Fields",
+      description:
+        "Field name -> new value pairs. Only include fields you want to change. Example: `{\"StageName\": \"Closed Won\", \"Amount\": 75000}`. Use **Describe Object** to discover valid field names.",
     },
   },
-  methods: {
-    getAdditionalFields,
-    convertFieldsToProps,
-  },
-  async additionalProps() {
-    const {
-      sobjectType, fieldsToUpdate,
-    } = this;
-    const fields = await this.salesforce.getFieldsForObjectType(sobjectType);
-
-    // Only generate props for manually selected fields if any were selected
-    let selectedFieldProps = {};
-    if (fieldsToUpdate && fieldsToUpdate.length > 0) {
-      const selectedFields = fields.filter(({ name }) => fieldsToUpdate.includes(name));
-      selectedFieldProps = this.convertFieldsToProps(selectedFields);
-    }
-
-    return {
-      docsInfo: {
-        type: "alert",
-        alertType: "info",
-        content: `[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_${sobjectType.toLowerCase()}.htm) for information on all available fields.`,
-      },
-      ...selectedFieldProps,
-      additionalFields,
-    };
-  },
   async run({ $ }) {
-    /* eslint-disable no-unused-vars */
-    const {
-      salesforce,
-      sobjectType,
-      recordId,
-      fieldsToUpdate,
-      getAdditionalFields: getData,
-      convertFieldsToProps,
-      docsInfo,
-      additionalFields,
-      ...data
-    } = this;
-    /* eslint-enable no-unused-vars */
-    const response = await this.salesforce.updateRecord(sobjectType, {
+    await this.salesforce.updateRecord(this.sobjectType, {
       $,
-      id: recordId,
-      data: {
-        ...data,
-        ...getData(),
-      },
+      id: this.recordId,
+      data: this.fields,
     });
-    $.export("$summary", `Successfully updated ${sobjectType} record (ID: ${recordId})`);
-    return response;
+    $.export("$summary", `Successfully updated ${this.sobjectType} record (ID: ${this.recordId})`);
+    return {
+      success: true,
+      objectType: this.sobjectType,
+      recordId: this.recordId,
+    };
   },
 };