Salesforce Dynamic Account

Overview

You can configure your accounts in SnapLogic using the Designer or Manager. You can use this account type to connect Salesforce Snaps with data sources that use Salesforce Dynamic account.

Note: Expression-enabled authentication fields, such as Username, Password, and Client Secret, support Secrets Management, a SnapLogic add-on that allows you to store endpoint credentials in a third-party secrets manager, such as AWS Secrets Manager, Azure Key Vault, or HashiCorp Vault. During validation and execution, pipelines obtain the credentials directly from the secrets manager. Learn more: Configure Accounts to use secrets.

Account settings

Legend:
  • Expression icon (): Allows using JavaScript syntax to access SnapLogic Expressions to set field values dynamically (if enabled). If disabled, you can provide a static value. Learn more.
  • SnapGPT (): Generates SnapLogic Expressions based on natural language using SnapGPT. Learn more.
  • Suggestion icon (): Populates a list of values dynamically based on your Snap configuration. You can select only one attribute at a time using the icon. Type into the field if it supports a comma-separated list of values.
  • Upload : Uploads files. Learn more.
Learn more about the icons in the Snap settings dialog.
Field/Field set Description
Label*

String

Required. Unique name for the account.

Default value: N/A
Access token

String/Expression		 Required. Specify the access token for Salesforce.com.

Default value: N/A

Example: FMJ9810LK21
Instance URL

String/Expression		 Required. Specify the instance URL to be used to access Salesforce.com.

Default value: N/A

Example: https://login.salesforce.com
Note: Click Validate after entering the required details to ensure that all fields have been filled accurately. Click Apply to save the settings.

Using a Dynamic Token in a Dynamic Account

To use a Dynamic Token from Salesforce with a dynamic account, you will need to create:

  1. A Pipeline to perform the desired Salesforce actions.
  2. A triggered task to call that pipeline.
  3. A REST Get Pipeline to query for the token information.
  4. A Salesforce Dynamic Account with values supplied by Pipeline parameters. You must use Pipeline parameters since accounts get initialized before Snaps.
Note: You need to create a new connected app in Salesforce. Refer to Creating a new Connected App and Setting up OAuth2 authorization in Salesforce.

Salesforce Pipeline

Create a Salesforce Pipeline (with any Salesforce Snaps) using the following Pipeline parameters:

  • accessToken
  • instanceURL

You will supply values for them in the triggered task. The necessary Salesforce Dynamic Account will be created later, so bypass that for now.

Triggered Task

Create a triggered task for the Salesforce Pipeline. Supply the instance_url and access_token values received from the grant_type POST to the Pipeline parameters.



REST Get Pipeline

Create a REST Get pipeline that calls the Salesforce triggered task with the query parameters such as:



Salesforce Dynamic Account

In the Salesforce Pipeline, create a Salesforce Dynamic Account within the Salesforce Snap used.

Set the expression toggle on for both Access token and Instance URL.

Set Access token to _accessToken and Instance URL to _instanceURL.