I have a project in Application Integration using the Salesforce Connector, which is new to me. This is also the first time we will implement this development. How should I approach it if using CDC, where many steps are involved in a single call, such as matchAccounts, updateStagingLead, upsertIndividual, upsertExternalId, and insertLead?
Regarding many steps, looks like you have the flow already, just lay that out in psuedo code:
Single call → App Int Trigger (accountName, leadName, individualName, externalId)
for each account_name in matchAccounts
updateStagingLead
upsertIndividual
upsertExternalId
insertLead
Once your connection is active, you will need to use multiple Connector Task in Application Integration for multiple things like matchAccounts, updateStagingLead, upsertIndividual, upsertExternalId. In each connector task you can use the same connection which you created earlier but use a different entity and method.
Let me know if there are any more questions. I’ll be happy to help.
I just want to confirm if the design canvas should look like this, as I actually have 15 steps in one call, and the matchAccounts, updateStagingLead, upsertIndividual, and upsertExternalId are just the first 5 steps.
Hi @MikaM , that’s right. Each connector task is per entity and operation. So for example, if you want to get an account and update a lead, you will need to create two separate Connector Tasks.