Salesforce connector and output

Modified on Tue, 21 Jul 2020 at 02:14 PM

Omniscope Evo allows you to pull the data from your Salesforce account to combine it with information coming from other sources, either to create a more complete report about your business or to enrich the CRM data and then publish it back to your Salesforce account.

Salesforce connector and a Salesforce output block are listed in the Omniscope Evo workflow blocks menu. Both blocks work in the same way as the equivalent blocks in Omniscope Classic, so if you were a Classic user, you can continue working with your Salesforce data in exactly the same way in Evo.

Salesforce connector - data input

The Salesforce connector block allows you to import your Salesforce data into Omniscope workflow to reference, edit and transform it.

Enter your Salesforce credentials and click the "Connect" button. If your credentials were valid you can now select a Table or write a custom SOQL statement.

Salesforce output

The Salesforce output block allows you to export your workflow data to Salesforce.

Enter your Salesforce credentials and click the "Connect" button. After your credentials have been validated you can select the table you want to export your data to. 

Before exporting please ensure you select the correct Publish method and read the disclaimer. If in doubt it may be worthwhile setting up a test environment before publishing to production.

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