diff --git a/plugins/salesforce-create-account/.codeblocks/block_0.sh b/plugins/salesforce-create-account/.codeblocks/block_0.sh index accf85bc..fea75d0c 100644 --- a/plugins/salesforce-create-account/.codeblocks/block_0.sh +++ b/plugins/salesforce-create-account/.codeblocks/block_0.sh @@ -2,9 +2,9 @@ curl --location 'https:///services/data/v62.0/sobjects/Account/' \ --header 'Authorization: Bearer' \ --header 'Content-Type: application/json' \ --data '{ - "Name" : ":", - "BillingStreet": "", - "BillingCity": "", - "BillingState": "", - "BillingCountry": "", +"BillingStreet": "", +"BillingCity": "", +"BillingState": "", +"BillingCountry": "" }' diff --git a/plugins/salesforce-create-account/.codeblocks/block_1.sh b/plugins/salesforce-create-account/.codeblocks/block_1.sh deleted file mode 100644 index accf85bc..00000000 --- a/plugins/salesforce-create-account/.codeblocks/block_1.sh +++ /dev/null @@ -1,10 +0,0 @@ -curl --location 'https:///services/data/v62.0/sobjects/Account/' \ ---header 'Authorization: Bearer' \ ---header 'Content-Type: application/json' \ ---data '{ - "Name" : ":", - "BillingStreet": "", - "BillingCity": "", - "BillingState": "", - "BillingCountry": "/services/data/v62.0/sobjects/Account/' \ ---header 'Authorization: Bearer' \ ---header 'Content-Type: application/json' \ ---data '{ - "Name" : ":", - "BillingStreet": "", - "BillingCity": "", - "BillingState": "", - "BillingCountry": " **Actions** tab. -- Click on **CREATE** to define a new action. - -![Screenshot 2025-01-07 at 7.14.13 PM.png](images/Screenshot_2025-01-07_at_7.14.13_PM.png) - -Click on the `IMPORT CURL` option and paste the following cURL command: +The Create Account API is used to create a account in salesforce. ```bash curl --location 'https:///services/data/v62.0/sobjects/Account/' \ --header 'Authorization: Bearer' \ --header 'Content-Type: application/json' \ --data '{ - "Name" : ":", - "BillingStreet": "", - "BillingCity": "", - "BillingState": "", - "BillingCountry": "", +"BillingStreet": "", +"BillingCity": "", +"BillingState": "", +"BillingCountry": "" }' -``` - -- Click on `Use Existing Connector` > select the [Salesforce](https://developer.moveworks.com/creator-studio/resources/connector/?id=salesforce) [**connector**](https://developer.moveworks.com/creator-studio/resources/connector/?id=jira) that you just created > Click on `Apply`. This will populate the Base URL and the Authorization section of the API Editor. - -- To create a **Account** in Salesforce, we send a **POST** request with the following body: - - Name: Name of the account you want to create - - BillingStreet: The name of the street where the company is located. - - BillingCity: The name of the street where the company is located. - - BillingState: The name of the state where the company is located. - - BillingCountry: The name of the country where the company is located. - -![Screenshot 2025-01-08 at 9.38.20 AM.png](images/Screenshot_2025-01-08_at_9.38.20_AM.png) - -![Screenshot 2025-01-08 at 9.57.02 AM.png](images/Screenshot_2025-01-08_at_9.57.02_AM.png) - -We have provided sample input variables for **Account Name,Billing city,Billing country,Billing state, Billing street** Using these input variables, we tested the plugin by making a **POST** request to create a A**ccount** in Salesforce. - -![Screenshot 2025-01-08 at 10.02.05 AM.png](images/Screenshot_2025-01-08_at_10.02.05_AM.png) - -After that, you can test the plugin by checking the response. If the contact has been successfully created, the response will return a **201** status code, indicating successful creation of the contact, If the output schema is incorrect or missing, click `GENERATE FROM RESPONSE` to update it. - -![Screenshot 2025-01-08 at 10.10.13 AM.png](images/Screenshot_2025-01-08_at_10.10.13_AM.png) - -Add the **API Name** and **API Description** as shown below, then click the `Save` button. - -## **Step 2: Build Compound Action** - -- Head over to the **Compound Actions** tab and click **CREATE** - -![Screenshot 2025-01-08 at 10.06.43 AM.png](images/Screenshot_2025-01-08_at_10.06.43_AM.png) - -![Screenshot 2025-01-08 at 10.13.39 AM.png](images/Screenshot_2025-01-08_at_10.13.39_AM.png) - -Give your Compound Action a **Name** and **Description** , then click `Next` Note: Name only letters, numbers, and underscores. We suggest using snake case or camel case formatting (e.g. Workflow_name or workflowName ) - -```yaml -steps: - - action: - output_key: Create_Account_Salesforce_result - action_name: Create_Account_Salesforce - progress_updates: - on_complete: ON_COMPLETE_MESSAGE - on_pending: ON_PENDING_MESSAGE - input_args: - billing_country: data.billing_country - billing_city: data.billing_city - billing_state: data.billing_state - billing_street: data.billing_street - account_name: data.account_name -``` - -Click on the `Script editor` tab. Here you will be able to build your compound action using the YAML syntax. At a high-level, this syntax provides actions (HTTP Request, APIthon Scripts) and workflow logic (switch statements, for each loops, return statements, parallel, try/catch). See the [Compound Action Syntax](https://developer.moveworks.com/creator-studio/reference/compound_actions_syntax/) Reference for more info. - -![Screenshot 2025-01-08 at 10.16.19 AM.png](images/Screenshot_2025-01-08_at_10.16.19_AM.png) - -Click on `Input fields` tab and click the `+Add` button. Here you will define the slots that you want to collect from users through the conversation and trigger your Workflow with. After defining the input fields, click the `Submit` button to save your changes. - -## **Step 3: Publish Workflow to Plugin** - -- Head over to the `Compound Actions` tab and click on the kebab menu ( `︙` ) -- Next, click on `Publish Workflow to Plugin` -- First, verify your Plugin **Name** & **Short description** . This is autofilled from the name & description of your compound action. - -![Screenshot 2025-01-08 at 10.19.55 AM.png](images/Screenshot_2025-01-08_at_10.19.55_AM.png) - -Next, consider whether to select the `User consent required before execution?` checkbox. Enabling this option prompts the user to confirm all slot values before executing the plugin, which is widely regarded as a best practice. - -![Screenshot 2025-01-08 at 10.21.44 AM.png](images/Screenshot_2025-01-08_at_10.21.44_AM.png) - -- Click `Next` and set up your positive and negative triggering examples. This ensures that the bot triggers your plugin given a relevant utterance. - - See our [guide](https://developer.moveworks.com/creator-studio/conversation-design/triggers/natural-language-triggers/#how-to-write-good-triggering-examples) on Triggering -- Lastly, click `Next` and set the **Launch Rules** you want your plugin to abide by. - - See our [guide](https://developer.moveworks.com/creator-studio/administration/launch-options/) on Launch Rules - -## **Step 4: See it in action!** - -- After clicking the final `Submit` button, your plugin will be published to the bot and triggerable based on your **Launch Rules.** -- You should wait up to **5 minutes** after making changes before trying to test in your bot! -- If you run into an issue: - 1. Check our [troubleshooting guides](https://developer.moveworks.com/creator-studio/troubleshooting/support/) - 2. Understand your issue using Logs - 3. Reach out to Support - -# **Congratulations!** - -You've just added the "Create Account" feature inside your Salesforce account to your Copilot! 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