@pipedream/salesforce_rest_api 1.14.1 → 2.0.1

package/actions/add-contact-to-campaign/add-contact-to-campaign.mjs

@@ -10,7 +10,7 @@ export default {
     + " The contact must already exist - use **Create Contact** if it does not."
     + " "
     + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)",
-  version: "0.1.6",
+  version: "0.1.7",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/add-lead-to-campaign/add-lead-to-campaign.mjs

@@ -10,7 +10,7 @@ export default {
     + " The lead must already exist - use **Create Lead** if it does not."
     + " "
     + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)",
-  version: "0.1.6",
+  version: "0.1.7",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/common/base-create-update.mjs

@@ -6,7 +6,7 @@ export const additionalFields = {
   type: "object",
   label: "Additional Fields",
   description:
-      "Other fields to set for this record. Values will be parsed as JSON where applicable.",
+    "Other fields to set for this record as name -> value pairs. Values are parsed as JSON where applicable. Example: `{\"Industry\": \"Technology\", \"AnnualRevenue\": 1000000}`. Use **Describe Object** to discover valid field names.",
   optional: true,
 };
 
@@ -16,7 +16,6 @@ export function getProps({
   docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_concepts.htm",
   showDocsInfo = true,
   showDateInfo = false,
-  advancedProps = true,
 }) {
   let { initialProps } = objType;
   if (initialProps && createOrUpdate === "update") {
@@ -54,29 +53,12 @@ export function getProps({
       ? "createProps"
       : "updateProps"],
     ...initialProps,
-    ...advancedProps
-      ? {
-        useAdvancedProps: {
-          propDefinition: [
-            salesforce,
-            "useAdvancedProps",
-          ],
-        },
-      }
-      : {
-        ...objType.extraProps,
-      },
+    additionalFields,
   };
 }
 
 export default {
   methods: {
-    getObjectType() {
-      return "";
-    },
-    getAdvancedProps() {
-      return {};
-    },
     getAdditionalFields,
     formatDateTimeProps(props = {}) {
       // https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_valid_date_formats.htm
@@ -101,18 +83,4 @@ export default {
         }));
     },
   },
-  async additionalProps() {
-    const objectType = this.getObjectType();
-    if (!this.useAdvancedProps || !objectType) return {};
-
-    const fields = (await this.salesforce.getFieldsForObjectType(objectType));
-    const fieldNames = fields.map((f) => f.name);
-    const filteredProps = Object.fromEntries(Object.entries(this.getAdvancedProps()).filter(([
-      key,
-    ]) => fieldNames.includes(key) || key[0] === key[0].toLowerCase()));
-    return {
-      ...filteredProps,
-      additionalFields,
-    };
-  },
 };

package/actions/convert-soap-xml-to-json/convert-soap-xml-to-json.mjs

@@ -10,7 +10,7 @@ export default {
     + " Every other Salesforce action already returns JSON, so this is only needed for outbound-message workflows."
     + " "
     + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_om_outboundmessaging.htm)",
-  version: "0.0.11",
+  version: "0.0.12",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-account/create-account.mjs

@@ -13,7 +13,7 @@ export default {
     + " For example, `Name` `Acme Corp` creates a minimal account and returns its new record ID."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.3.7",
+  version: "0.4.0",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,
@@ -22,12 +22,6 @@ export default {
   type: "action",
   methods: {
     ...common.methods,
-    getObjectType() {
-      return "Account";
-    },
-    getAdvancedProps() {
-      return account.extraProps;
-    },
   },
   props: getProps({
     objType: account,
@@ -37,13 +31,9 @@ export default {
     /* eslint-disable no-unused-vars */
     const {
       salesforce,
-      getAdvancedProps,
-      getObjectType,
       getAdditionalFields,
       formatDateTimeProps,
-      useAdvancedProps,
       docsInfo,
-      dateInfo,
       additionalFields,
       ...data
     } = this;

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

@@ -11,7 +11,7 @@ export default {
     + " Input is a CSV file - supply a path under `/tmp` or a URL to download it from, with a header row of Salesforce field API names."
     + " "
     + "[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: false,
     openWorldHint: true,

package/actions/create-attachment/create-attachment.mjs

@@ -5,15 +5,6 @@ import { getFileStream } from "@pipedream/platform";
 
 const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm";
 
-/* eslint-disable no-unused-vars */
-const {
-  useAdvancedProps, ...props
-} = getProps({
-  objType: attachment,
-  docsLink,
-});
-/* eslint-enable no-unused-vars */
-
 export default {
   ...common,
   key: "salesforce_rest_api-create-attachment",
@@ -23,23 +14,26 @@ export default {
     + " For newer orgs prefer Salesforce Files - use **Insert Blob Data** with `ContentVersion` instead."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.5.9",
+  version: "0.6.0",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,
     readOnlyHint: false,
   },
   type: "action",
-  props,
+  props: getProps({
+    objType: attachment,
+    docsLink,
+  }),
   async run({ $ }) {
     /* eslint-disable no-unused-vars */
     const {
       salesforce,
-      getAdvancedProps,
       getAdditionalFields,
       formatDateTimeProps,
       docsInfo,
       filePathOrContent,
+      additionalFields,
       ...data
     } = this;
     /* eslint-enable no-unused-vars */
@@ -59,8 +53,9 @@ export default {
     const response = await salesforce.createRecord("Attachment", {
       $,
       data: {
-        Body: body,
         ...data,
+        ...getAdditionalFields(),
+        Body: body,
       },
     });
     $.export("$summary", `Successfully created attachment "${this.Name}"`);

package/actions/create-campaign/create-campaign.mjs

@@ -13,7 +13,7 @@ export default {
     + " For example, `Name: \"Summer 2026 Webinar\"` creates the campaign and returns its ID."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.3.7",
+  version: "0.3.8",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,
@@ -22,32 +22,20 @@ export default {
   type: "action",
   methods: {
     ...common.methods,
-    getObjectType() {
-      return "Campaign";
-    },
-    getAdvancedProps() {
-      return campaign.extraProps;
-    },
   },
   props: getProps({
     objType: campaign,
     docsLink,
-    showDateInfo: true,
   }),
   async run({ $ }) {
     /* eslint-disable no-unused-vars, max-len */
     const {
       salesforce,
-      getAdvancedProps,
-      getObjectType,
       getAdditionalFields,
       formatDateTimeProps,
-      useAdvancedProps,
       docsInfo,
       dateInfo,
       additionalFields,
-      StartDate,
-      EndDate,
       ...data
     } = this;
     /* eslint-enable no-unused-vars, max-len */
@@ -55,10 +43,6 @@ export default {
       $,
       data: {
         ...data,
-        ...formatDateTimeProps({
-          StartDate,
-          EndDate,
-        }),
         ...getAdditionalFields(),
       },
     });

package/actions/create-case/create-case.mjs

@@ -13,7 +13,7 @@ export default {
     + " After creating, use **Create Case Comment** to add notes or **List Case Feed Items** to read its activity."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.3.7",
+  version: "1.0.0",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,
@@ -22,31 +22,19 @@ export default {
   type: "action",
   methods: {
     ...common.methods,
-    getObjectType() {
-      return "Case";
-    },
-    getAdvancedProps() {
-      return caseObj.extraProps;
-    },
   },
   props: getProps({
     objType: caseObj,
     docsLink,
-    showDateInfo: true,
   }),
   async run({ $ }) {
     /* eslint-disable no-unused-vars */
     const {
       salesforce,
-      getAdvancedProps,
-      getObjectType,
       getAdditionalFields,
       formatDateTimeProps,
-      useAdvancedProps,
       docsInfo,
-      dateInfo,
       additionalFields,
-      SlaStartDate,
       ...data
     } = this;
     /* eslint-enable no-unused-vars */
@@ -54,9 +42,6 @@ export default {
       $,
       data: {
         ...data,
-        ...formatDateTimeProps({
-          SlaStartDate,
-        }),
         ...getAdditionalFields(),
       },
     });

package/actions/create-casecomment/create-casecomment.mjs

@@ -4,15 +4,6 @@ import caseComment from "../../common/sobjects/caseComment.mjs";
 
 const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_casecomment.htm";
 
-/* eslint-disable no-unused-vars */
-const {
-  useAdvancedProps, ...props
-} = getProps({
-  objType: caseComment,
-  docsLink,
-});
-/* eslint-enable no-unused-vars */
-
 export default {
   ...common,
   key: "salesforce_rest_api-create-casecomment",
@@ -22,28 +13,37 @@ export default {
     + " Comments are visible in the case feed - **List Case Feed Items** shows them as `CaseCommentPost` entries."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.3.7",
+  version: "0.3.8",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,
     readOnlyHint: false,
   },
   type: "action",
-  props,
+  methods: {
+    ...common.methods,
+  },
+  props: getProps({
+    objType: caseComment,
+    docsLink,
+  }),
   async run({ $ }) {
     /* eslint-disable no-unused-vars */
     const {
       salesforce,
-      getAdvancedProps,
       getAdditionalFields,
       formatDateTimeProps,
       docsInfo,
+      additionalFields,
       ...data
     } = this;
     /* eslint-enable no-unused-vars */
     const response = await salesforce.createRecord("CaseComment", {
       $,
-      data,
+      data: {
+        ...data,
+        ...getAdditionalFields(),
+      },
     });
     $.export("$summary", `Successfully created case comment for ${this.ParentId}`);
     return response;

package/actions/create-contact/create-contact.mjs

@@ -13,7 +13,7 @@ export default {
     + " Use **Describe Object** on `Contact` to discover which fields your org requires."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.3.7",
+  version: "0.3.8",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,
@@ -22,31 +22,19 @@ export default {
   type: "action",
   methods: {
     ...common.methods,
-    getObjectType() {
-      return "Contact";
-    },
-    getAdvancedProps() {
-      return contact.extraProps;
-    },
   },
   props: getProps({
     objType: contact,
     docsLink,
-    showDateInfo: true,
   }),
   async run({ $ }) {
     /* eslint-disable no-unused-vars */
     const {
       salesforce,
-      getAdvancedProps,
-      getObjectType,
       getAdditionalFields,
       formatDateTimeProps,
-      useAdvancedProps,
       docsInfo,
-      dateInfo,
       additionalFields,
-      Birthdate,
       ...data
     } = this;
     /* eslint-enable no-unused-vars */
@@ -54,9 +42,6 @@ export default {
       $,
       data: {
         ...data,
-        ...formatDateTimeProps({
-          Birthdate,
-        }),
         ...getAdditionalFields(),
       },
     });

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

@@ -1,29 +1,10 @@
 // x-pd-ai: optimized
-/* eslint-disable no-unused-vars */
-import common, { getProps } from "../common/base-create-update.mjs";
-import contentNote from "../../common/sobjects/content-note.mjs";
-import contentDocumentLink from "../../common/sobjects/content-document-link.mjs";
+import common from "../common/base-create-update.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";
 
-const {
-  useAdvancedProps: contentNoteUseAdvancedProps,
-  ...contentNoteProps
-} = getProps({
-  objType: contentNote,
-  docsLink,
-});
-
-const {
-  useAdvancedProps: contentDocumentLinkUseAdvancedProps,
-  ...contentDocumentLinkProps
-} = getProps({
-  objType: contentDocumentLink,
-  docsLink,
-  showDocsInfo: false,
-});
-
 export default {
   ...common,
   key: "salesforce_rest_api-create-content-note",
@@ -35,7 +16,7 @@ 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: "0.0.8",
+  version: "1.0.0",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,
@@ -43,9 +24,32 @@ export default {
   },
   type: "action",
   props: {
+    salesforce,
     noteInfo: NOTE_INFO_PROP,
-    ...contentNoteProps,
-    ...contentDocumentLinkProps,
+    Title: {
+      type: "string",
+      label: "Title",
+      description: "Title of the content note.",
+    },
+    Content: {
+      type: "string",
+      label: "Content",
+      description: "Body content of the note, as plain text. Any markup characters (`&`, `<`, `>`, `\"`, `'`) are HTML-escaped, then the result is base64-encoded before send.",
+    },
+    LinkedEntityId: {
+      type: "string",
+      label: "Linked Entity ID",
+      description:
+        "Optional ID of a record to link this note to (Salesforce's 15- or 18-character record ID, e.g. `001XX000003DHP0` for an Account). Use **SOQL Query** to find the ID.",
+      optional: true,
+    },
+    additionalFields: {
+      type: "object",
+      label: "Additional Fields",
+      description:
+        "Other ContentNote/ContentDocumentLink fields as name -> value pairs. Use for OwnerId, IsReadOnly, etc. - use **Describe Object** on `ContentNote` to discover other valid field names. `ShareType` (`V`=Viewer, `C`=Collaborator, `I`=Inferred permission; default `I`) and `Visibility` (`AllUsers`, `InternalUsers`, `SharedUsers`) only take effect when `LinkedEntityId` is also set - they're ignored otherwise. Example: `{\"OwnerId\": \"005xxx\", \"ShareType\": \"V\", \"Visibility\": \"AllUsers\"}`.",
+      optional: true,
+    },
   },
   methods: {
     ...common.methods,
@@ -60,22 +64,28 @@ export default {
   },
   async run({ $ }) {
     const {
-      salesforce,
-      escapeHtml4,
       Title,
       Content,
-      OwnerId,
       LinkedEntityId,
-      ShareType,
-      Visibility,
+      additionalFields: af,
     } = this;
 
-    const contentNoteResponse = await salesforce.createRecord("ContentNote", {
+    const {
+      OwnerId,
+      IsReadOnly,
+      ShareType = "I",
+      Visibility,
+      ...otherFields
+    } = af ?? {};
+
+    const contentNoteResponse = await this.salesforce.createRecord("ContentNote", {
       $,
       data: {
+        ...otherFields,
         Title,
-        Content: Buffer.from(escapeHtml4(Content)).toString("base64"),
-        OwnerId: OwnerId,
+        Content: Buffer.from(this.escapeHtml4(Content)).toString("base64"),
+        OwnerId,
+        IsReadOnly,
       },
     });
 
@@ -86,7 +96,7 @@ export default {
       };
     }
 
-    const contentDocumentLinkResponse = await salesforce.createRecord("ContentDocumentLink", {
+    const contentDocumentLinkResponse = await this.salesforce.createRecord("ContentDocumentLink", {
       $,
       data: {
         ContentDocumentId: contentNoteResponse.id,

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

@@ -3,7 +3,7 @@ import salesforce from "../../salesforce_rest_api.app.mjs";
 
 export default {
   key: "salesforce_rest_api-create-crm-record",
-  name: "Create Record",
+  name: "Create CRM Record",
   description:
     "Create a new Salesforce record of any object type."
     + " Use **Describe Object** first if you're unsure what fields are available or required."
@@ -22,7 +22,7 @@ export default {
     + " `{\"CampaignId\": \"701xxx\", \"ContactId\": \"003xxx\"}` or `{\"CampaignId\": \"701xxx\", \"LeadId\": \"00Qxxx\"}`."
     + " "
     + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_create.htm)",
-  version: "0.0.2",
+  version: "0.0.3",
   type: "action",
   annotations: {
     readOnlyHint: false,

package/actions/create-event/create-event.mjs

@@ -5,6 +5,15 @@ import event from "../../common/sobjects/event.mjs";
 const docsLink =
   "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_event.htm";
 
+const {
+  additionalFields,
+  ...baseProps
+} = getProps({
+  objType: event,
+  docsLink,
+  showDateInfo: true,
+});
+
 export default {
   ...common,
   key: "salesforce_rest_api-create-event",
@@ -14,7 +23,7 @@ export default {
     + " Use **Find Records** to get the `WhoId` (contact or lead) and `WhatId` (related record) you want to link."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.3.7",
+  version: "0.4.0",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,
@@ -23,36 +32,30 @@ export default {
   type: "action",
   methods: {
     ...common.methods,
-    getObjectType() {
-      return "Event";
-    },
-    getAdvancedProps() {
-      return event.extraProps;
-    },
   },
-  props: getProps({
-    objType: event,
-    docsLink,
-    showDateInfo: true,
-  }),
+  props: {
+    ...baseProps,
+    Subject: event.extraProps.Subject,
+    StartDateTime: event.extraProps.StartDateTime,
+    RecurrenceStartDateTime: event.extraProps.RecurrenceStartDateTime,
+    RecurrenceEndDateOnly: event.extraProps.RecurrenceEndDateOnly,
+    RecurrenceDayOfWeekMask: event.extraProps.RecurrenceDayOfWeekMask,
+    additionalFields,
+  },
   async run({ $ }) {
     /* eslint-disable no-unused-vars */
     const {
       salesforce,
-      getAdvancedProps,
-      getObjectType,
       getAdditionalFields,
       formatDateTimeProps,
-      useAdvancedProps,
       docsInfo,
       dateInfo,
       additionalFields,
       ActivityDate,
       EndDateTime,
-      RecurrenceEndDateOnly,
-      RecurrenceStartDateTime,
-      ReminderDateTime,
       StartDateTime,
+      RecurrenceStartDateTime,
+      RecurrenceEndDateOnly,
       RecurrenceDayOfWeekMask,
       ...data
     } = this;
@@ -64,18 +67,17 @@ export default {
         ...formatDateTimeProps({
           ActivityDate,
           EndDateTime,
-          RecurrenceEndDateOnly,
-          RecurrenceStartDateTime,
-          ReminderDateTime,
           StartDateTime,
+          RecurrenceStartDateTime,
+          RecurrenceEndDateOnly,
+        }),
+        ...(RecurrenceDayOfWeekMask?.length && {
+          RecurrenceDayOfWeekMask: RecurrenceDayOfWeekMask.reduce((mask, day) => mask | day, 0),
         }),
-        RecurrenceDayOfWeekMask: RecurrenceDayOfWeekMask?.reduce?.((acc, val) => acc + val, 0),
         ...getAdditionalFields(),
       },
     });
-    $.export("$summary", `Succcessfully created event${this.Subject
-      ? ` "${this.Subject}"`
-      : ""}`);
+    $.export("$summary", "Successfully created event");
     return response;
   },
 };

package/actions/create-lead/create-lead.mjs

@@ -13,7 +13,7 @@ export default {
     + " Use **Add Lead to Campaign** afterwards to attribute the lead to a campaign."
     + " "
     + `[See the documentation](${docsLink})`,
-  version: "0.3.7",
+  version: "0.4.0",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,
@@ -22,12 +22,6 @@ export default {
   type: "action",
   methods: {
     ...common.methods,
-    getObjectType() {
-      return "Lead";
-    },
-    getAdvancedProps() {
-      return lead.extraProps;
-    },
   },
   props: getProps({
     objType: lead,
@@ -37,13 +31,9 @@ export default {
     /* eslint-disable no-unused-vars */
     const {
       salesforce,
-      getAdvancedProps,
-      getObjectType,
       getAdditionalFields,
       formatDateTimeProps,
-      useAdvancedProps,
       docsInfo,
-      dateInfo,
       additionalFields,
       ...data
     } = this;