DriveWorks Pro 17: Create A New Product In SalesForce [send feedback...]

Create A New Product In SalesForce

This Specification Macro Task creates a New Product in SalesForce.

Properties

TitleChanges the Title (not the name) of the Task.
ActiveCreate this as an active Product (True/False).
Product CodeThis is the Product Code for the new Product as text.
Product FamilyThis is the product family for the new Product (Optional).
Product NameThis is the name for the new Product as text.
Product DescriptionThis is the description for the new Product as text (Optional).
Custom Data

Data for custom fields in the format CustField1=Custvalue1|CustField2=CustValue2 (Not Required).

For custom fields, created in SalesForce, the end of the field name is to be suffixed with __c.

For example:

DateAdded__c=value

Note - there are two underscores before the c.

Return ConstantThe name of the Constant that the new Product ID will be posted to.
For more information on permitted Entity Names (Standard Objects) and the Custom Data (Standard Fields) that are required, please see:

Salesforce SOAP API Developer Guide.

Example

When this Task is added the properties are static. To be able to build rules on a static properties see How To: Change A Static Property To A Dynamic Property.

Property NameExample RuleExample ResultMeaning
ActiveTRUETRUETRUE will create the Product as Active. FALSE will not.
Product Code"DS-4HR"DS-4HRThis is the Product Code you wish to give the new Product.
Product Family"Services"ServicesThis is the Product Family you wish to categorize the Product as.
Product Name"Design Consulting x4 Hours"Design Consulting x4 HoursThis is the Name for the Product you are creating.
Product Description"Design Consulting for 4 hours with one of our design team."Design Consulting for 4 hours with one of our design team.This is the description of the Product you are creating.
Custom Data"Supplier__c=SupplierReturn"Supplier__c=InHouse

This will populate the custom field Supplier with the contents of the Supplier Control.

Custom field suffix

Please see the caution for the Custom Data property in the Properties table above, regarding using a suffix for Custom Fields.

Return Constant"DWConstantAddNewProduct"DWConstantAddNewProductThis is the name of the Constant that will be reported to with the Product ID.

Using the Task in a Specification Macro

This task has different types of Outputs. For more information about Outputs see Specification Macros Task Node.

Outputs are only available within Specification Macros. Currently Outputs are not available for Specification Flow.

Status Outputs

This task supports Status Outputs. These can be used to perform different actions depending on what the status outcome of the task is. For more information see Status Outputs in the Task Node Outputs section of Specification Macros Task Node.

The status output navigation is as follows:

Success

  • The product was created in Salesforce.

Success with Warnings

  • N/A - should never be fulfilled.

Failed (one of the following occurred)

  • Connection with Salesforce could not be established (For example incorrect Salesforce username specified in SalesForceUsername field).
  • Task exited with error (For example incorrect field name specified in a property field).

Data Outputs

Record ID - the task will return the Record ID of the entity that has been created or updated.

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