セールスフォースとの統合

セールスフォース統合パッケージVeloを使用して、Salesforceのアカウントデータレコードを管理する。

中級

出版された：

March 9, 2021

によって

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説明例

In this example, we used the Salesforce Integration Velo package to manage account data records in Salesforce. Using input elements on the site, you can add an account name and phone number to a spreadsheet or get and display the phone number associated with an account name record in Salesforce.

For more information about this Velo Package, please see the Readme in the package folder located in the Code Files section of your site.

コード例

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このコードによる解決は複雑になる可能性がある。

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どのように構築したか

We installed the Velo package on our site, and followed the steps described in the Setup section of the package’s readme file.

ページ要素

私たちはサイトに以下の要素を追加した：

2 text inputs for entering the account name and phone number to add to Salesforce.
Button to trigger the addition.
Text element to enter the account name of the phone number you want to get.
Button to trigger the get.
Text element for displaying the retrieved phone number and validation messages.

コード

We added the following code to a web module (.jsw file) on the backend of our site:

Import the wix-secrets-backend module to work with secrets from the Secrets Manager.
Import the queryRecords() and createRecords() functions from the Velo package.
Add a function to get a phone number record from an account name in Salesforce: Validate the name passed to the function, use the queryRecords() package function to query the phone number record associated with the account name.
Add a function to create a phone record in Salesforce: Validate the input values and use the createRecords() package function to add the new account name and phone number to Salesforce.

We added the following to our page code:

Import the wrapper functions from the web module.
When a site visitor enters an account name and phone number and clicks the Add button, collapse the message text, call the backend function to create the data record in Salesforce, clear the input values, and show a success or error message.
When a site visitor enters an account name and clicks the Get button, collapse the message text, call the backend function to get the associated phone number, and display the retrieved number or an error message.