Deleting Salesforce records

Use the SalesforceRequest node to delete a record from a Salesforce system.

About this task

You can delete a Salesforce record by specifying Delete in the Operation property of the SalesforceRequest node, and specifying the Salesforce ID of the record in the LocalEnvironment.Destination.Salesforce.Request.id environment variable.

When the Salesforce record is deleted, a JSON object containing the Salesforce ID of the deleted record appears in the location that is specified by the Output data location property of the node.

Procedure

Follow these steps to delete a Salesforce record:

  1. Set up a Salesforce account on Salesforce.com.
  2. Configure a connection to Salesforce.com.
  3. Create a flow containing a SalesforceRequest node, and set the node properties:
    1. On the Basic tab, set the following properties:
      • In the Salesforce URL property, specify the URL of the external Salesforce system.
      • In the Operation property, specify Delete.
      • In the Salesforce object property, select the type of Salesforce object that you want to delete.
      • In the Security identity property, specify the security identity that you will use when connecting to the Salesforce system. For information about configuring the security identity on the integration node, see Configuring a secure connection to Salesforce.com.
      • In the Timeout property, specify the time (in milliseconds) that the node waits for Salesforce to process the operation.
    2. On the Results tab, set the Output data location property to control where the JSON object that contains the ID of the deleted record will be placed in the output message tree.
    For more information, see SalesforceRequest node.
  4. Ensure that the Salesforce ID of the record that you want to delete is set in LocalEnvironment.Destination.Salesforce.Request.id.
  5. Send the required message through the flow to the Salesforce system.
    If the delete operation is successful, the output tree will contain the ID of the deleted Salesforce record.
  6. Go to your Salesforce account to verify that the record has been deleted successfully.