Adapter for Salesforce 8.2 | webMethods Adapter for Salesforce Documentation | webMethods Adapter for Salesforce Installation and User’s Documentation | Overview of webMethods Adapter for Salesforce | Adapter Services | Adapter Service Templates
 
Adapter Service Templates
Adapter for Salesforce provides the following adapter service templates:
Adapter Service Template
Description
Batch Operation
Handles a large number of records of a Salesforce object. The service performs the following operations against a batch of Salesforce object records:
*Inserts new records.
*Updates records.
*Inserts and updates records.
*Deletes records.
*Performs a query to find records and return field values from matching records.
Create Operation
Inserts new records into one or multiple Salesforce objects. For example, you might insert new contacts in the Contact Salesforce object, or new records into both the Contact and Account Salesforce objects. For more details, see Configuring Create Operation Adapter Services.
Custom Query Operation
Creates a query service that allows you to configure a dynamic Salesforce Object Query Language (SOQL) statement, part of which you set at run time using input fields. For more details, see Configuring Custom Query Operation Adapter Services.
Delete Operation
Deletes records from the data of the organization. For example, you might delete one or more contacts from the Contacts Salesforce object. For more details, see Configuring Delete Operation Adapter Services.
Monitor Batch Operations
Monitors the status and displays the results of the batch operations executed by the Batch Operation service. For more details, see Configuring Monitor Batch Operations Adapter Services.
Query Operation
Executes a query against a Salesforce object to find matching records and return field values from those records. For example, you might query the Contacts Salesforce object to find contacts that have a certain "Title" and return the values in the FirstName and LastName fields for those matching contacts. For more details, see Configuring Query Operation Adapter Services.
Retrieve Operation
Retrieves records of a Salesforce object and returns field values from those records. You specify the IDs of the records to retrieve. For more details, see Configuring Retrieve Operation Adapter Services.
Update Operation
Updates records of one or multiple Salesforce objects. For example, you might update Address Information for a contact, or update records in both the Account and Contact Salesforce objects. For more details, see Configuring Update Operation Adapter Services.
Upsert Operation
Either inserts records into or updates records of a Salesforce object. You specify how to identify the record on which to act. If the record does not already exist, it is inserted. If the record exists, it is updated.
For example, you might identify a contact by its external ID and provide information for the contact. If the external ID does not identify an existing contact, the contact is added; otherwise, the contact with the specified external ID is updated with the supplied information.
Utility Operation
Invokes one of the following Salesforce.com utilities:
*getServerTimestamp. Retrieves the current Salesforce.com system timestamp.
*getSessionId. Obtains a session ID or an access token that you use to implement custom Salesforce.com operations that the adapter does not support.
*getUserInfo. Obtains personal information about the currently logged-in user, that is, the user account used for the adapter connection.
*resetPassword. Changes a user's password to a temporary, system-generated value.
*sendEmail. Sends a single e-mail message.
*sendMassEmail. Sends multiple e-mail messages.
*setPassword. Changes a user's password to a specified value.
Note:
Making a call to the resetPassword or setPassword utilities changes the credentials of the user, and will cause any new login requests to fail. Also, any new reset or set password operation resets the security token. You should update the password field in the connection configuration with a new password and security token. This security token is not required while testing on the Salesforce.com sandbox account.